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) | ₹7649 Cr | ₹2749 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 | 5.66% | 2.9% |
| 6 Month | 7.35% | 10.4% |
| 1 Year | 5.98% | 7.8% |
| 3 Year | 16.15% | 17.2% |
| 5 Year | 19.15% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.56% | 0.59% |
| 1 Year | 5.13% | 9.56% |
| 3 Year | 12.44% | 15.52% |
| 5 Year | 13.11% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.49% | 13.05% |
| 3 Year | 12.57% | 17.75% |
| 5 Year | 13.8% | - |
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% | 12.16% |
| Sharp | 0.79% | 0.84% |
| Beta | 0.91% | 0.88% |
| Alpha | 0.09% | 1.85% |
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 | 13.75 | 13.29 |
| Large Cap | 76.87 | 70.96 |
| Mid Cap | 7.54 | 14.21 |
| Small Cap | 1.84 | 1.54 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.88 | 5.41 |
| Energy | 5.9 | 4.61 |
| Technology | 13.64 | 4.62 |
| Industrials | 6.82 | 13.33 |
| Basic Materials | 5.19 | 4.25 |
| Financial Services | 29.04 | 27.4 |
| Healthcare | 2.41 | 13.06 |
| Consumer Cyclical | 17.47 | 17.58 |
| Consumer Defensive | 4.42 | 4.82 |
| Real Estate | 2.78 | - |
| Communication Services | 4.24 | 4.91 |
| Utilities | 3.21 | - |
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