Aditya Birla Sun Life Focused Equity Fund vs BANDHAN Focused Equity Fund compare
BANDHAN Focused Equity Fund - Regular Plan - Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
Scheme Name | BANDHAN Focused Equity Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Fund | BANDHAN Focused Equity Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1746 Cr | ₹7354 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 Equity Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Month | 3.71% | 1.74% |
6 Month | -5.93% | -0.53% |
1 Year | 11.59% | 8.2% |
3 Year | 22.46% | 19.7% |
5 Year | 21.3% | 21.67% |
SIP Return Analysis
Scheme Name | BANDHAN Focused Equity Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 7.1% | 7.31% |
1 Year | 7.75% | 7.89% |
3 Year | 20.02% | 17.25% |
5 Year | 17.34% | 16.37% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Focused Equity Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 11.86% | 12.74% |
3 Year | 12.23% | 12.42% |
5 Year | 9.75% | 13.62% |
Risk Management
Scheme Name | BANDHAN Focused Equity Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Standard Deviation | 15.285% | 12.25% |
Sharp | 0.477% | 0.83% |
Beta | 0.931% | 0.9% |
Alpha | 1.046% | -0.11% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | BANDHAN Focused Equity 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 Equity Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
Scheme Name |
BANDHAN Focused Equity Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 13.32 | 2.82 |
Large Cap | 49.65 | 82.09 |
Mid Cap | 23.23 | 12.34 |
Small Cap | 13.8 | 1.96 |
Sector Allocation
Scheme Name |
BANDHAN Focused Equity Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 13.32 | 2.82 |
Energy | 4.26 | - |
Technology | 11.9 | - |
Industrials | 5.15 | - |
Financial Services | 25.37 | - |
Consumer Cyclical | 11.11 | - |
Consumer Defensive | 3.47 | - |
Communication Services | 3.74 | - |
Healthcare | 8.41 | - |
Utilities | 5.75 | - |
Real Estate | 7.52 | - |
Petroleum Products | - | 5.85 |
IT - Software | - | 11.91 |
Construction | - | 4.15 |
Non - Ferrous Metals | - | 2.59 |
Banks | - | 22.48 |
Pharmaceuticals & Biotechnology | - | 3.08 |
Automobiles | - | 7.36 |
Insurance | - | 5.66 |
Agricultural Food & other Products | - | 2.38 |
Realty | - | 2.74 |
Consumer Durables | - | 4.06 |
Finance | - | 5.02 |
Telecom - Services | - | 4.58 |
Cement & Cement Products | - | 1.97 |
Power | - | 3.65 |
Transport Infrastructure | - | 1.99 |
Retailing | - | 3.81 |
Beverages | - | 3.11 |
Top Comparisons
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns29.61%
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns26.72%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns17.98%
Quant Absolute Fund-Growth
3Y Returns16.51%
360 ONE Balanced Hybrid Fund Regular - Growth
3Y Returns0%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns12.82%
Nippon India Innovation Fund - Regular (G)
3Y Returns0%
HSBC Business Cycles Fund - Regular Growth
3Y Returns27.57%