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) | ₹8211 Cr | ₹2890 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 | 0.58% | -1.21% |
| 6 Month | 5.89% | 4.24% |
| 1 Year | 8.41% | 4.35% |
| 3 Year | 16.23% | 16.69% |
| 5 Year | 15.75% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.83% | 1.4% |
| 1 Year | 18.68% | 14.14% |
| 3 Year | 16.11% | 15.95% |
| 5 Year | 15.06% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.29% | 13.05% |
| 3 Year | 12.71% | 17.75% |
| 5 Year | 13.97% | - |
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% | 12.17% |
| Sharp | 0.79% | 0.81% |
| Beta | 0.91% | 0.89% |
| Alpha | 0.65% | 2.12% |
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 | 14.12 | 12.09 |
| Large Cap | 76.43 | 71.59 |
| Mid Cap | 7.91 | 14.4 |
| Small Cap | 1.54 | 1.91 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.88 | 5.19 |
| Energy | 6.31 | 5.59 |
| Technology | 14.14 | 4.54 |
| Industrials | 9.04 | 12.63 |
| Basic Materials | 4.39 | 2.45 |
| Financial Services | 29.85 | 30.18 |
| Healthcare | 2.58 | 12.06 |
| Consumer Cyclical | 15.22 | 17.26 |
| Consumer Defensive | 4.41 | 2.52 |
| Real Estate | 2.89 | 1.91 |
| Communication Services | 4.42 | 5.67 |
| Utilities | 2.87 | - |
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