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) | ₹7354 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 | 3.46% | 2.16% |
6 Month | -1.78% | -8.62% |
1 Year | 9.37% | -5.61% |
3 Year | 15.47% | 13.49% |
5 Year | 21.13% | 24.21% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
6 Month | 1.86% | -0.64% |
1 Year | -0.34% | -13.26% |
3 Year | 16.25% | 12.42% |
5 Year | 16.21% | 16.2% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
1 Year | 12.97% | 14.72% |
3 Year | 12.3% | 17.33% |
5 Year | 13.39% | 15.7% |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
Standard Deviation | 12.25% | 15.933% |
Sharp | 0.46% | 0.641% |
Beta | 0.89% | 1.052% |
Alpha | -0.05% | 1.751% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 1.63 | 18.43 |
Large Cap | 84.34 | 68.17 |
Mid Cap | 12.27 | 9.06 |
Small Cap | 1.58 | 4.33 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Quant Focused Fund-Growth |
---|---|---|
Others | 1.63 | 18.43 |
Petroleum Products | 5.47 | - |
IT - Software | 12.04 | - |
Construction | 4.3 | - |
Diversified FMCG | 1.49 | - |
Non - Ferrous Metals | 2.73 | - |
Banks | 21.41 | - |
Pharmaceuticals & Biotechnology | 2.93 | - |
Automobiles | 9.16 | - |
Insurance | 5.08 | - |
Agricultural Food & other Products | 2.47 | - |
Realty | 2.79 | - |
Consumer Durables | 3.87 | - |
Finance | 6.62 | - |
Telecom - Services | 5.53 | - |
Cement & Cement Products | 1.77 | - |
Power | 3.77 | - |
Retailing | 3.9 | - |
Beverages | 2.86 | - |
Energy | - | 14.67 |
Healthcare | - | 2.82 |
Industrials | - | 7.74 |
Financial Services | - | 21.53 |
Consumer Defensive | - | 11.06 |
Basic Materials | - | 9.44 |
Consumer Cyclical | - | 3.08 |
Utilities | - | 8.14 |
Technology | - | 3.07 |
Top Comparisons
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns11.98%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns13.9%
Aditya Birla Sun Life Small Cap Fund - GROWTH
3Y Returns14.46%
Axis Small Cap Fund Regular Growth
3Y Returns16.91%
HDFC Money Market Fund - Growth Option
3Y Returns7.1%
BANDHAN Money Manager Fund - Regular Plan - Growth
3Y Returns6.55%
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns18.76%
HDFC Multi-Asset Fund - Growth Option
3Y Returns13.78%