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) | ₹2086 Cr | ₹8211 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 | -3.01% | 0.52% |
| 6 Month | 1.23% | 4.8% |
| 1 Year | -3.85% | 6.96% |
| 3 Year | 18.08% | 16.28% |
| 5 Year | 14.66% | 15.64% |
SIP Return Analysis
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | -0.03% | 4.83% |
| 1 Year | 9.32% | 18.68% |
| 3 Year | 15.6% | 16.11% |
| 5 Year | 14.99% | 15.06% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 11.24% | 12.29% |
| 3 Year | 12.47% | 12.71% |
| 5 Year | 10.09% | 13.97% |
Risk Management
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 14.09% | 12.25% |
| Sharp | 0.81% | 0.79% |
| Beta | 0.93% | 0.91% |
| Alpha | 3.40% | 0.65% |
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 | 0.55 | 14.12 |
| Large Cap | 48.45 | 76.43 |
| Small Cap | 34.5 | 1.54 |
| Mid Cap | 16.5 | 7.91 |
Sector Allocation
| Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 0.55 | 3.88 |
| Energy | 2.68 | 6.31 |
| Technology | 9.83 | 14.14 |
| Industrials | 3.72 | 9.04 |
| Financial Services | 33.79 | 29.85 |
| Consumer Cyclical | 4.22 | 15.22 |
| Consumer Defensive | 16.52 | 4.41 |
| Communication Services | 2.31 | 4.42 |
| Healthcare | 14.69 | 2.58 |
| Basic Materials | 2.8 | 4.39 |
| Utilities | 1.94 | 2.87 |
| Real Estate | 6.95 | 2.89 |
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