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 | Very High |
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 | 4.47% | 3.69% |
6 Month | -11.42% | -13.32% |
1 Year | 6.45% | 5.81% |
3 Year | 12.32% | - |
5 Year | 23.96% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | -3.29% | -5.63% |
1 Year | -4.63% | -8.33% |
3 Year | 15.02% | - |
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 | 0.46% | - |
Beta | 0.9% | - |
Alpha | 0.01% | - |
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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 |
Funds Managed | 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 | 4.67 | 6.4 |
Large Cap | 81.62 | 67.43 |
Mid Cap | 11.89 | 22.74 |
Small Cap | 1.83 | 3.43 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 1.69 | 3.35 |
Energy | 5.44 | 4.44 |
Technology | 12.97 | 14.64 |
Industrials | 4.58 | 14.09 |
Consumer Defensive | 7.52 | 3.88 |
Basic Materials | 4.15 | 3.52 |
Financial Services | 31.57 | 30.14 |
Healthcare | 3.5 | 4.37 |
Consumer Cyclical | 16.44 | 16.75 |
Real Estate | 2.79 | 2.1 |
Communication Services | 5.53 | - |
Utilities | 3.83 | 2.71 |
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