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)	₹7649 Cr	₹1819 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	1.67%	-0.43%
6 Month	9.89%	8.77%
1 Year	2.39%	-3.05%
3 Year	16.93%	16.25%
5 Year	18.78%	19.67%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Fund-Regular Plan-Growth
6 Month	2.44%	2%
1 Year	12.48%	8.56%
3 Year	15.56%	13.03%
5 Year	14.97%	14.32%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Fund-Regular Plan-Growth
1 Year	12.49%	18.6%
3 Year	12.57%	18.64%
5 Year	13.8%	20.38%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	12.25%	12.87%
Sharp	0.79%	0.73%
Beta	0.91%	0.93%
Alpha	0.09%	0.66%

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	13.75	9.03
Large Cap	76.87	58.64
Mid Cap	7.54	16.95
Small Cap	1.84	15.38

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Fund-Regular Plan-Growth
Others	4.88	6.62
Energy	5.9	4.17
Technology	13.64	14.36
Industrials	6.82	10.69
Basic Materials	5.19	2.36
Financial Services	29.04	26.1
Healthcare	2.41	16.76
Consumer Cyclical	17.47	8.37
Consumer Defensive	4.42	1.94
Real Estate	2.78	2.29
Communication Services	4.24	-
Utilities	3.21	6.34