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Aditya Birla Sun Life Focused Equity Fund vs Quant Focused Fund compare

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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tortoise-icon Quant Focused Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹7774 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 3.79% 4.33%
6 Month 6.61% 4.14%
1 Year 8.59% -2.94%
3 Year 20.77% 20.98%
5 Year 21.59% 24.34%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Quant Focused Fund-Growth
6 Month 10.11% 9.69%
1 Year 14.01% 6.17%
3 Year 19.59% 16.28%
5 Year 17.71% 17.96%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Quant Focused Fund-Growth
1 Year 12.74% 14.3%
3 Year 12.42% 17.06%
5 Year 13.62% 15.84%

Risk Management

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Quant Focused Fund-Growth
Standard Deviation 12.25% 15.933%
Sharp 0.83% 0.641%
Beta 0.9% 1.052%
Alpha -0.11% 1.751%

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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 2.82 18.43
Large Cap 82.09 68.17
Mid Cap 12.34 9.06
Small Cap 1.96 4.33

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Quant Focused Fund-Growth

Others 2.82 18.43
Petroleum Products 5.85 -
IT - Software 11.91 -
Construction 4.15 -
Non - Ferrous Metals 2.59 -
Banks 22.48 -
Pharmaceuticals & Biotechnology 3.08 -
Automobiles 7.36 -
Insurance 5.66 -
Agricultural Food & other Products 2.38 -
Realty 2.74 -
Consumer Durables 4.06 -
Finance 5.02 -
Telecom - Services 4.58 -
Cement & Cement Products 1.97 -
Power 3.65 -
Transport Infrastructure 1.99 -
Retailing 3.81 -
Beverages 3.11 -
Energy - 14.67
Healthcare - 2.82
Industrials - 7.74
Financial Services - 21.53
Consumer Defensive - 11.06
Basic Materials - 9.44
Consumer Cyclical - 3.08
Utilities - 8.14
Technology - 3.07

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