Quant Focused Fund vs Aditya Birla Sun Life Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Quant Focused Fund-Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7354 Cr | ₹1064 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 24 Oct 2005 | 29 Aug 2008 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 45% | % |
Expense Ratio | 1.82 | 2.18 |
Manager | Dhaval Joshi | Sanjeev Sharma |
ISIN Code | INF209K01462 | INF966L01374 |
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 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
1 Month | 6.03% | 5.9% |
6 Month | -11.12% | -18.06% |
1 Year | 8.89% | -4.05% |
3 Year | 13.89% | 13.99% |
5 Year | 23.26% | 27.9% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
6 Month | -1.58% | -5.43% |
1 Year | -2.49% | -18.44% |
3 Year | 15.44% | 11.48% |
5 Year | 16.08% | 16.22% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
1 Year | 12.97% | 14.72% |
3 Year | 12.3% | 17.33% |
5 Year | 13.39% | 15.7% |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
Standard Deviation | 12.25% | 15.933% |
Sharp | 0.46% | 0.641% |
Beta | 0.9% | 1.052% |
Alpha | 0.01% | 1.751% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
Name | Dhaval Joshi | Sanjeev Sharma |
Total AUM | ₹361932 Cr | ₹39731 Cr |
Funds Managed | 55 | 22 |
Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Quant Focused Fund-Growth |
---|---|---|
Others | 4.67 | 18.43 |
Large Cap | 81.62 | 68.17 |
Mid Cap | 11.89 | 9.06 |
Small Cap | 1.83 | 4.33 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Quant Focused Fund-Growth |
---|---|---|
Others | 1.69 | 18.43 |
Energy | 5.44 | 14.67 |
Technology | 12.97 | 3.07 |
Industrials | 4.58 | 7.74 |
Consumer Defensive | 7.52 | 11.06 |
Basic Materials | 4.15 | 9.44 |
Financial Services | 31.57 | 21.53 |
Healthcare | 3.5 | 2.82 |
Consumer Cyclical | 16.44 | 3.08 |
Real Estate | 2.79 | - |
Communication Services | 5.53 | - |
Utilities | 3.83 | 8.14 |
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