- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹7620 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 | 3.03% | 1.37% |
| 6 Month | 13.66% | 12.69% |
| 1 Year | -0.94% | -10.44% |
| 3 Year | 16% | 13.14% |
| 5 Year | 18.69% | 20.67% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 3.01% | 1.13% |
| 1 Year | 9.17% | 2.66% |
| 3 Year | 15.23% | 10.81% |
| 5 Year | 14.73% | 13.84% |
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 | 0.69% | 0.641% |
| Beta | 0.91% | 1.052% |
| Alpha | 0.13% | 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
Tata Small Cap Fund Regular Growth
3Y Returns20.79%
LIC MF Small Cap Fund Regular - Growth
3Y Returns17.94%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns25.91%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns20.74%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns23.52%
Sundaram Services Fund Regular Plan - Growth
3Y Returns18.04%
Nippon India Multi Asset Omni FOF - Regular Plan - Growth
3Y Returns20.06%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns17.03%
