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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) ₹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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