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 | -0.53% | -1.43% |
| 6 Month | 2.5% | -2.43% |
| 1 Year | 9.38% | 1.05% |
| 3 Year | 17.11% | 14.19% |
| 5 Year | 15.71% | 17% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 4.62% | 0.54% |
| 1 Year | 16.14% | 5.5% |
| 3 Year | 15.6% | 8.94% |
| 5 Year | 15.02% | 12.25% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 12.29% | 13.58% |
| 3 Year | 12.71% | 16.82% |
| 5 Year | 13.97% | 16.21% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 12.25% | 15.933% |
| Sharp | 0.79% | 0.641% |
| Beta | 0.91% | 1.052% |
| Alpha | 0.65% | 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 | 14.12 | 30.7 |
| Large Cap | 76.43 | 61.68 |
| Mid Cap | 7.91 | - |
| Small Cap | 1.54 | 7.62 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 3.88 | 30.7 |
| Energy | 6.31 | 8.71 |
| Technology | 14.14 | 2.93 |
| Industrials | 9.04 | 7.14 |
| Basic Materials | 4.39 | - |
| Financial Services | 29.85 | 20.61 |
| Healthcare | 2.58 | 3.59 |
| Consumer Cyclical | 15.22 | 3.99 |
| Consumer Defensive | 4.41 | - |
| Real Estate | 2.89 | 6.99 |
| Communication Services | 4.42 | - |
| Utilities | 2.87 | 15.34 |
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