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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) ₹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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