Aditya Birla Sun Life Focused Equity Fund vs Quant Focused Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Quant Focused Fund-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8211 Cr | ₹1064 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Oct 2005 | 29 Aug 2008 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 45% | % |
| Expense Ratio | 1.82 | 2.18 |
| Manager | Dhaval Joshi | Sanjeev Sharma |
| ISIN Code | INF209K01462 | INF966L01374 |
| 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 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 1 Month | 1.23% | -0.72% |
| 6 Month | 5.35% | 0.34% |
| 1 Year | 5.94% | -0.81% |
| 3 Year | 16.13% | 13.14% |
| 5 Year | 16.22% | 17.5% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 4.83% | 1.19% |
| 1 Year | 18.68% | 9.37% |
| 3 Year | 16.11% | 10.02% |
| 5 Year | 15.06% | 12.69% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 12.33% | 13.6% |
| 3 Year | 12.7% | 16.87% |
| 5 Year | 13.94% | 16.18% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 12.26% | 15.933% |
| Sharp | 0.72% | 0.641% |
| Beta | 0.91% | 1.052% |
| Alpha | 0.98% | 1.751% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| Name | Dhaval Joshi | Sanjeev Sharma |
| Total AUM | ₹361932 Cr | ₹39731 Cr |
| Funds Managed | 55 | 22 |
| Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 12.98 | 27.88 |
| Large Cap | 77.12 | 64.16 |
| Mid Cap | 7.85 | - |
| Small Cap | 2.05 | 7.96 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 3.31 | 24.39 |
| Energy | 6.1 | 9.17 |
| Technology | 13.41 | 1.43 |
| Industrials | 8.78 | 9.77 |
| Basic Materials | 5.22 | - |
| Financial Services | 29.8 | 21.92 |
| Healthcare | 2.43 | 6.71 |
| Consumer Cyclical | 16.24 | 3.79 |
| Consumer Defensive | 4.44 | - |
| Real Estate | 2.85 | 7.07 |
| Communication Services | 4.4 | - |
| Utilities | 3.01 | 15.76 |
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