Edelweiss Focused Fund vs Aditya Birla Sun Life Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹7354 Cr | ₹897 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 24 Oct 2005 | 01 Aug 2022 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 45% | 49% |
Expense Ratio | 1.82 | 2.24 |
Manager | Dhaval Joshi | Trideep Bhattacharya |
ISIN Code | INF209K01462 | INF754K01OL0 |
Exits Load | 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 | Edelweiss 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 | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | -1.69% | -2.4% |
6 Month | -7.42% | -9.47% |
1 Year | 6.34% | 9.39% |
3 Year | 12.53% | - |
5 Year | 14.69% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -4.86% | -5.31% |
3 Year | 13.98% | - |
5 Year | 15.85% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.97% | 33.15% |
3 Year | 12.3% | - |
5 Year | 13.39% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.25% | - |
Sharp | 0.48% | - |
Beta | 0.92% | - |
Alpha | -0.92% | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Name | Dhaval Joshi | Trideep Bhattacharya |
Total AUM | ₹361932 Cr | ₹0 Cr |
Fund Manage | 55 | 9 |
Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 5.17 | 7.35 |
Large Cap | 79.66 | 77.53 |
Mid Cap | 12.51 | 13.93 |
Small Cap | 2.27 | 1.19 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 5.17 | 2.37 |
Petroleum Products | 4.8 | - |
IT - Software | 12.49 | - |
Construction | 4.42 | 8.14 |
Diversified FMCG | 1.61 | - |
Non - Ferrous Metals | 1.7 | - |
Banks | 23.64 | - |
Pharmaceuticals & Biotechnology | 4.3 | - |
Automobiles | 7.91 | - |
Insurance | 5.47 | - |
Agricultural Food & other Products | 2.05 | - |
Realty | 2.5 | - |
Consumer Durables | 4.26 | - |
Finance | 4.67 | - |
Telecom - Services | 5.39 | - |
Cement & Cement Products | 1.74 | - |
Power | 4.59 | - |
Beverages | 2.9 | - |
Energy | - | 8.29 |
Consumer Staples | - | 2.84 |
Financial | - | 25.52 |
Healthcare | - | 4.09 |
Capital Goods | - | 14.88 |
Automobile | - | 6.74 |
Materials | - | 4.22 |
Consumer Discretionary | - | 2.88 |
Technology | - | 8.99 |
Services | - | 8.94 |
Metals & Mining | - | 2.1 |
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