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) | ₹7649 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 | 6.93% | 5.06% |
| 6 Month | 8.27% | 7.94% |
| 1 Year | 5.83% | -0.69% |
| 3 Year | 16.99% | 15.29% |
| 5 Year | 19.32% | 21.81% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 3.4% | 2.2% |
| 1 Year | 14.14% | 9.51% |
| 3 Year | 16.18% | 11.99% |
| 5 Year | 15.32% | 14.35% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 12.49% | 13.74% |
| 3 Year | 12.57% | 17.07% |
| 5 Year | 13.8% | 16.07% |
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 | 0.09% | 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 | 13.75 | 30.53 |
| Large Cap | 76.87 | 62.21 |
| Mid Cap | 7.54 | 0 |
| Small Cap | 1.84 | 7.26 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 4.88 | 26.78 |
| Energy | 5.9 | 9.27 |
| Technology | 13.64 | 2.34 |
| Industrials | 6.82 | 8.87 |
| Basic Materials | 5.19 | - |
| Financial Services | 29.04 | 27.66 |
| Healthcare | 2.41 | 6.78 |
| Consumer Cyclical | 17.47 | 3.7 |
| Consumer Defensive | 4.42 | - |
| Real Estate | 2.78 | 6.67 |
| Communication Services | 4.24 | - |
| Utilities | 3.21 | 7.95 |
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