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

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

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tortoise-icon Edelweiss Focused Fund - Regular Plan - Growth

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Chart Comparison

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

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) ₹7642 Cr ₹863 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Oct 2005 26 Jul 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 Exit load of 1%, if redeemed within 90 days./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Edelweiss Focused Fund - Regular Plan - Growth
1 Month 5.27% 3.32%
6 Month 20.54% 22.12%
1 Year 35.63% 44.02%
3 Year 16.03% -
5 Year 20.72% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Edelweiss Focused Fund - Regular Plan - Growth
6 Month - -
1 Year 15.15% 18.31%
3 Year 33.2% 32.01%
5 Year 62.4% 32.01%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Edelweiss Focused Fund - Regular Plan - Growth
1 Year 19.79% 25.58%
3 Year 47.91% 38.85%
5 Year 69.28% 38.85%

Risk Management

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 12.25% 10.83%
Sharp 0.75% -
Beta 0.92% -
Alpha -1.24% -

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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 3.32 7.35
Large Cap 82.9 77.53
Mid Cap 11.95 13.93
Small Cap 1.84 1.19

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Edelweiss Focused Fund - Regular Plan - Growth

Others 2.93 2.37
Communication 5.74 -
Energy 9.17 8.29
Technology 10.52 8.99
Materials 3.82 4.22
Construction 9.13 8.14
Consumer Staples 6.37 2.84
Financial 33.34 25.52
Healthcare 4.04 4.09
Automobile 8.17 6.74
Insurance 2.78 -
Consumer Discretionary 4 2.88
Capital Goods - 14.88
Services - 8.94
Metals & Mining - 2.1

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