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

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Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Tata 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	Tata Focused Fund-Regular Plan-Growth
Fund	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹7774 Cr	₹1796 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	24 Oct 2005	05 Dec 2019
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	45%	32.33%
Expense Ratio	1.82	2.04
Manager	Dhaval Joshi	Kapil Malhotra
ISIN Code	INF209K01462	INF277K010Y2
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	Tata Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Fund-Regular Plan-Growth
1 Month	3.3%	3.91%
6 Month	4.66%	-2.3%
1 Year	6.55%	-0.25%
3 Year	20.19%	19.93%
5 Year	20.93%	22.23%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Fund-Regular Plan-Growth
6 Month	9.48%	7.96%
1 Year	13.22%	5.2%
3 Year	18.38%	15.45%
5 Year	17.01%	16.34%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Fund-Regular Plan-Growth
1 Year	12.74%	20.84%
3 Year	12.42%	18.86%
5 Year	13.62%	19.02%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	12.25%	14.17%
Sharp	0.83%	0.72%
Beta	0.9%	0.94%
Alpha	-0.11%	-0.41%

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Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Fund-Regular Plan-Growth
Name	Dhaval Joshi	Kapil Malhotra
Total AUM	₹361932 Cr	₹18472 Cr
Funds Managed	55	7
	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Fund-Regular Plan-Growth

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Fund-Regular Plan-Growth
Others	4.83	8.09
Large Cap	80.57	58.66
Mid Cap	11.95	15.48
Small Cap	1.88	17.77

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Fund-Regular Plan-Growth
Others	4.83	8.09
Petroleum Products	5.78	-
IT - Software	12.54	-
Construction	4.1	-
Non - Ferrous Metals	2.56	-
Banks	21.81	-
Pharmaceuticals & Biotechnology	2.75	-
Automobiles	7.64	-
Insurance	4.87	-
Agricultural Food & other Products	1.6	-
Realty	2.47	-
Consumer Durables	4.22	-
Finance	5.17	-
Telecom - Services	4.46	-
Cement & Cement Products	1.86	-
Power	3.36	-
Transport Infrastructure	2.29	-
Retailing	3.97	-
Beverages	2.95	-
Energy	-	4.4
Technology	-	14.36
Consumer Cyclical	-	11.58
Industrials	-	7.74
Consumer Defensive	-	1.83
Financial Services	-	28.45
Healthcare	-	12.69
Basic Materials	-	2.2
Real Estate	-	1.93
Utilities	-	6.75