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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) ₹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 1.23% -0.72%
6 Month 5.35% 0.34%
1 Year 5.94% -0.81%
3 Year 16.13% 13.14%
5 Year 16.22% 17.5%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Quant Focused Fund-Growth
6 Month 4.83% 1.19%
1 Year 18.68% 9.37%
3 Year 16.11% 10.02%
5 Year 15.06% 12.69%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Quant Focused Fund-Growth
1 Year 12.33% 13.6%
3 Year 12.7% 16.87%
5 Year 13.94% 16.18%

Risk Management

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Quant Focused Fund-Growth
Standard Deviation 12.26% 15.933%
Sharp 0.72% 0.641%
Beta 0.91% 1.052%
Alpha 0.98% 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 12.98 27.88
Large Cap 77.12 64.16
Mid Cap 7.85 -
Small Cap 2.05 7.96

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Quant Focused Fund-Growth

Others 3.31 24.39
Energy 6.1 9.17
Technology 13.41 1.43
Industrials 8.78 9.77
Basic Materials 5.22 -
Financial Services 29.8 21.92
Healthcare 2.43 6.71
Consumer Cyclical 16.24 3.79
Consumer Defensive 4.44 -
Real Estate 2.85 7.07
Communication Services 4.4 -
Utilities 3.01 15.76

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