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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 -0.53% -1.43%
6 Month 2.5% -2.43%
1 Year 9.38% 1.05%
3 Year 17.11% 14.19%
5 Year 15.71% 17%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Quant Focused Fund-Growth
6 Month 4.62% 0.54%
1 Year 16.14% 5.5%
3 Year 15.6% 8.94%
5 Year 15.02% 12.25%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Quant Focused Fund-Growth
1 Year 12.29% 13.58%
3 Year 12.71% 16.82%
5 Year 13.97% 16.21%

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 0.65% 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 14.12 30.7
Large Cap 76.43 61.68
Mid Cap 7.91 -
Small Cap 1.54 7.62

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Quant Focused Fund-Growth

Others 3.88 30.7
Energy 6.31 8.71
Technology 14.14 2.93
Industrials 9.04 7.14
Basic Materials 4.39 -
Financial Services 29.85 20.61
Healthcare 2.58 3.59
Consumer Cyclical 15.22 3.99
Consumer Defensive 4.41 -
Real Estate 2.89 6.99
Communication Services 4.42 -
Utilities 2.87 15.34

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