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) | ₹8209 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 | -1.94% | -5.79% |
| 6 Month | 4.55% | -5.24% |
| 1 Year | 13.26% | -0.2% |
| 3 Year | 17.36% | 12.95% |
| 5 Year | 14.81% | 15.06% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | -0.09% | -7.28% |
| 1 Year | 6.73% | -10.39% |
| 3 Year | 12.77% | 3.23% |
| 5 Year | 13.47% | 8.81% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 12.24% | 13.43% |
| 3 Year | 12.74% | 16.73% |
| 5 Year | 14.02% | 16.23% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 12.25% | 14.85% |
| Sharp | 0.91% | 0.53% |
| Beta | 0.9% | 1.1% |
| Alpha | 1.16% | -3.85% |
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 | 14.21 | 30.7 |
| Large Cap | 76.31 | 61.68 |
| Mid Cap | 8.19 | - |
| Small Cap | 1.29 | 7.62 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 4.79 | 30.7 |
| Energy | 6.67 | 8.71 |
| Technology | 13.56 | 2.93 |
| Industrials | 8.94 | 7.14 |
| Basic Materials | 4.72 | - |
| Financial Services | 29.48 | 20.61 |
| Healthcare | 2.43 | 3.59 |
| Consumer Cyclical | 14.86 | 3.99 |
| Consumer Defensive | 4.14 | - |
| Real Estate | 3.09 | 6.99 |
| Communication Services | 4.43 | - |
| Utilities | 2.89 | 15.34 |
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