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) | ₹7731 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 | -0.74% | -1.53% |
6 Month | 9.97% | 7.69% |
1 Year | 1.41% | -10.17% |
3 Year | 15.61% | 14.74% |
5 Year | 18.47% | 20.82% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
6 Month | 1.71% | 1.95% |
1 Year | 2.61% | -1.3% |
3 Year | 14.08% | 10.94% |
5 Year | 14.29% | 14.29% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
1 Year | 12.63% | 13.99% |
3 Year | 12.49% | 17.21% |
5 Year | 13.73% | 15.96% |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
Standard Deviation | 12.25% | 15.933% |
Sharp | 0.82% | 0.641% |
Beta | 0.91% | 1.052% |
Alpha | -0.23% | 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 | 12.95 | 30.62 |
Large Cap | 77.58 | 57.46 |
Mid Cap | 7.44 | 2.14 |
Small Cap | 2.04 | 9.78 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Quant Focused Fund-Growth |
---|---|---|
Others | 4.42 | 25.21 |
Energy | 5.69 | 7.22 |
Technology | 13.55 | 2.78 |
Industrials | 6.28 | 8.44 |
Basic Materials | 4.82 | 0 |
Financial Services | 30.55 | 26.42 |
Healthcare | 2.82 | 10.01 |
Consumer Cyclical | 17.14 | 3.27 |
Consumer Defensive | 4.32 | 0 |
Real Estate | 2.4 | 7.03 |
Communication Services | 4.62 | - |
Utilities | 3.38 | 9.63 |
Top Comparisons
PGIM India Liquid Fund - Growth
3Y Returns6.97%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns7.03%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns17.22%
HSBC Small Cap Fund Regular Growth
3Y Returns21.31%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns6.92%
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns6.61%
HDFC Silver ETF Fund of Fund - Growth Option
3Y Returns0%
Axis Silver Fund of Fund -Regular Plan- Growth Option
3Y Returns0%