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) ₹7729 Cr ₹896 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 2.23
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 -3.6% -5.88%
6 Month -4.88% -3.79%
1 Year 12.08% 14.31%
3 Year 11.91% -
5 Year 15.26% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Edelweiss Focused Fund - Regular Plan - Growth
6 Month - -
1 Year 3.77% 5%
3 Year 16.85% -
5 Year 17.49% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Edelweiss Focused Fund - Regular Plan - Growth
1 Year 12.77% 36.16%
3 Year 12.19% -
5 Year 13.25% -

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 0.52% -
Beta 0.93% -
Alpha -0.95% -

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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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