Aditya Birla Sun Life Focused Equity Fund vs BANDHAN Focused Equity Fund compare
Bandhan Focused Fund - Regular Plan - Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Fund | Bandhan Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹1919 Cr | ₹7620 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 16 Mar 2006 | 24 Oct 2005 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 87% | 45% |
Expense Ratio | 2.09 | 1.82 |
Manager | Ritika Behera | Dhaval Joshi |
ISIN Code | INF194K01466 | INF209K01462 |
Exits Load | Bandhan Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Month | 0.4% | 3.15% |
6 Month | 15.36% | 12.4% |
1 Year | 0.28% | -0.93% |
3 Year | 16.92% | 14.81% |
5 Year | 17.19% | 18.94% |
SIP Return Analysis
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 2.66% | 3.01% |
1 Year | 7.26% | 9.17% |
3 Year | 17.91% | 15.23% |
5 Year | 16.06% | 14.73% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 11.83% | 12.63% |
3 Year | 12.31% | 12.49% |
5 Year | 9.8% | 13.73% |
Risk Management
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Standard Deviation | 14.07% | 12.25% |
Sharp | 0.68% | 0.69% |
Beta | 0.90% | 0.91% |
Alpha | 2.48% | 0.13% |
Fund Managers
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Name | Ritika Behera | Dhaval Joshi |
Total AUM | ₹43013 Cr | ₹361932 Cr |
Funds Managed | 19 | 55 |
Bandhan Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 3.69 | 12.95 |
Large Cap | 53.11 | 77.58 |
Small Cap | 25.2 | 2.04 |
Mid Cap | 18 | 7.44 |
Sector Allocation
Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 3.69 | 4.42 |
Energy | 2.87 | 5.69 |
Technology | 10.85 | 13.55 |
Industrials | 3.52 | 6.28 |
Financial Services | 37.92 | 30.55 |
Consumer Cyclical | 4.17 | 17.14 |
Consumer Defensive | 9.19 | 4.32 |
Communication Services | 2.23 | 4.62 |
Healthcare | 12.27 | 2.82 |
Basic Materials | 3.15 | 4.82 |
Utilities | 2.62 | 3.38 |
Real Estate | 7.52 | 2.4 |
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