Aditya Birla Sun Life Focused Equity Fund vs Canara Robeco Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Canara Robeco Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹7620 Cr | ₹2718 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 24 Oct 2005 | 17 May 2021 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 |
Turn Over | 45% | 37% |
Expense Ratio | 1.82 | 1.96 |
Manager | Dhaval Joshi | Shridatta Bhandwaldar |
ISIN Code | INF209K01462 | INF760K01JT0 |
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 | Canara Robeco 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 | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.43% | 2.51% |
6 Month | 13.38% | 16.91% |
1 Year | -0.82% | 2.66% |
3 Year | 16.13% | 17.88% |
5 Year | 18.92% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.01% | 5.09% |
1 Year | 9.17% | 14.05% |
3 Year | 15.23% | 18.07% |
5 Year | 14.73% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.63% | 13.54% |
3 Year | 12.49% | 17.86% |
5 Year | 13.73% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.25% | 12.31% |
Sharp | 0.69% | 0.80% |
Beta | 0.91% | 0.88% |
Alpha | 0.13% | 2.96% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Shridatta Bhandwaldar |
Total AUM | ₹361932 Cr | ₹69491 Cr |
Funds Managed | 55 | 12 |
Aditya Birla Sun Life Focused Equity Fund -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 13.02 | 11.97 |
Large Cap | 77.12 | 71.24 |
Mid Cap | 7.84 | 15.18 |
Small Cap | 2.01 | 1.61 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.55 | 5.01 |
Energy | 5.89 | 4.64 |
Technology | 14.04 | 4.79 |
Industrials | 6.24 | 12.16 |
Basic Materials | 5.04 | 4.45 |
Financial Services | 28.37 | 26 |
Healthcare | 2.42 | 13.15 |
Consumer Cyclical | 18.71 | 19.75 |
Consumer Defensive | 4.3 | 5.26 |
Real Estate | 2.7 | - |
Communication Services | 4.63 | 4.78 |
Utilities | 3.1 | - |
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