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Tata Focused Equity Fund vs Aditya Birla Sun Life Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
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) | ₹8211 Cr | ₹1881 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 1.32% | 0.14% |
| 6 Month | 5.48% | 4.34% |
| 1 Year | 10.53% | 0.89% |
| 3 Year | 17.84% | 15.73% |
| 5 Year | 16.11% | 16.83% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.42% | 0.22% |
| 1 Year | 15.15% | 7.66% |
| 3 Year | 15.77% | 11.47% |
| 5 Year | 15.11% | 13.26% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.29% | 16.84% |
| 3 Year | 12.71% | 18.29% |
| 5 Year | 13.97% | 19.98% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.25% | 12.46% |
| Sharp | 0.79% | 0.59% |
| Beta | 0.91% | 0.90% |
| Alpha | 0.65% | -0.41% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 14.12 | 7.53 |
| Large Cap | 76.43 | 71.56 |
| Mid Cap | 7.91 | 11.1 |
| Small Cap | 1.54 | 9.81 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.88 | 5.77 |
| Energy | 6.31 | 4.63 |
| Technology | 14.14 | 12.83 |
| Industrials | 9.04 | 9.29 |
| Basic Materials | 4.39 | 6.64 |
| Financial Services | 29.85 | 27.61 |
| Healthcare | 2.58 | 12.97 |
| Consumer Cyclical | 15.22 | 10.1 |
| Consumer Defensive | 4.41 | 1.84 |
| Real Estate | 2.89 | 2.86 |
| Communication Services | 4.42 | - |
| Utilities | 2.87 | 5.47 |
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