BANDHAN Focused Equity Fund vs Aditya Birla Sun Life Focused Equity Fund compare

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tortoise-icon BANDHAN Focused Equity Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Fund BANDHAN Focused Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1746 Cr ₹7729 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 16 Mar 2006 24 Oct 2005
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 87% 45%
Expense Ratio 2.09 1.82
Manager Ritika Behera Dhaval Joshi
ISIN Code INF194K01466 INF209K01462
Exits Load Bandhan Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month 3.84% -0.68%
6 Month 15.5% 3.53%
1 Year 36.46% 21.08%
3 Year 15.17% 14.43%
5 Year 17.59% 16.57%

SIP Return Analysis

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month - -
1 Year - 11.08%
3 Year - 19.16%
5 Year - 19.01%

Rolling Lumpsum Returns

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 11.47% 12.77%
3 Year 11.98% 12.19%
5 Year 9.53% 13.25%

Risk Management

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation 12.64% 12.25%
Sharp 0.78% 0.66%
Beta 0.91% 0.93%
Alpha -0.51% -0.79%

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Fund Managers

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Name Ritika Behera Dhaval Joshi
Total AUM ₹43013 Cr ₹361932 Cr
Fund Manage 19 55
BANDHAN Focused Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option

Market Cap

Scheme Name

BANDHAN Focused Equity Fund - Regular Plan - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 0.89 5.17
Large Cap 50.17 79.66
Mid Cap 25.37 12.51
Small Cap 23.55 2.27

Sector Allocation

Scheme Name

BANDHAN Focused Equity Fund - Regular Plan - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 0.89 5.17
Petroleum Products 4.67 4.8
IT - Software 10.75 12.49
Banks 17.05 23.64
Leisure Services 2.01 -
Industrial Manufacturing 2.67 -
Engineering Services 3.07 -
Aerospace & Defense 2.56 -
Automobiles 5.37 7.91
Finance 3.87 4.67
Beverages 1.95 2.9
Realty 3.9 2.5
Electrical Equipment 5.51 -
Retailing 13.29 -
Food Products 2.49 -
Financial Technology (Fintech) 3.17 -
Other Utilities 3.61 -
Pharmaceuticals & Biotechnology 3.49 4.3
Capital Markets 3.76 -
Consumer Durables 3.38 4.26
Healthcare Services 2.52 -
Construction - 4.42
Diversified FMCG - 1.61
Non - Ferrous Metals - 1.7
Insurance - 5.47
Agricultural Food & other Products - 2.05
Telecom - Services - 5.39
Cement & Cement Products - 1.74
Power - 4.59

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