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Aditya Birla Sun Life Focused Equity Fund vs Tata Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7354 Cr | ₹1739 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Oct 2005 | 05 Dec 2019 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 45% | 32.33% |
| Expense Ratio | 1.82 | 2.04 |
| Manager | Dhaval Joshi | Kapil Malhotra |
| ISIN Code | INF209K01462 | INF277K010Y2 |
| 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 | Tata Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 3.46% | 2.8% |
| 6 Month | -1.78% | -6.14% |
| 1 Year | 9.37% | 4.18% |
| 3 Year | 15.47% | 14.56% |
| 5 Year | 21.13% | 22.3% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.86% | -0.75% |
| 1 Year | -0.34% | -7.56% |
| 3 Year | 16.25% | 14.09% |
| 5 Year | 16.21% | 16.16% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.97% | 22.62% |
| 3 Year | 12.3% | 19.32% |
| 5 Year | 13.39% | 18.37% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.25% | 14.255% |
| Sharp | 0.46% | 0.518% |
| Beta | 0.89% | 0.995% |
| Alpha | -0.05% | -0.625% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Name | Dhaval Joshi | Kapil Malhotra |
| Total AUM | ₹361932 Cr | ₹18472 Cr |
| Funds Managed | 55 | 7 |
| Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.63 | 4.77 |
| Large Cap | 84.34 | 58.06 |
| Mid Cap | 12.27 | 16.49 |
| Small Cap | 1.58 | 20.69 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.63 | 4.77 |
| 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 | - | 4.04 |
| Consumer Cyclical | - | 16.91 |
| Industrials | - | 13.18 |
| Financial Services | - | 28.27 |
| Healthcare | - | 7.4 |
| Communication Services | - | 1.99 |
| Basic Materials | - | 2.32 |
| Real Estate | - | 2.06 |
| Technology | - | 12.7 |
| Utilities | - | 6.35 |
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