Aditya Birla Sun Life Focused Equity Fund vs Tata Focused Equity Fund compare

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Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Tata Focused Fund-Regular Plan-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	Tata Focused Fund-Regular Plan-Growth
Fund	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹8062 Cr	₹1866 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

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Fund-Regular Plan-Growth
1 Month	2.12%	1.16%
6 Month	6.38%	5.73%
1 Year	6.18%	-2.46%
3 Year	15.73%	13.76%
5 Year	16.66%	17.23%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Fund-Regular Plan-Growth
6 Month	5.39%	3.09%
1 Year	18.51%	11.97%
3 Year	16.64%	12.95%
5 Year	15.54%	14.12%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Fund-Regular Plan-Growth
1 Year	12.33%	17.17%
3 Year	12.7%	18.34%
5 Year	13.94%	20.03%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	12.25%	12.52%
Sharp	0.82%	0.65%
Beta	0.91%	0.91%
Alpha	0.37%	-0.40%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused 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 Fund-Regular Plan-Growth

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Fund-Regular Plan-Growth
Others	2.57	10.53
Large Cap	82.97	67.26
Mid Cap	11.68	11.11
Small Cap	2.05	11.11

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Fund-Regular Plan-Growth
Others	2.57	8.02
Petroleum Products	6.1	-
IT - Software	13.41	-
Construction	4.34	-
Non - Ferrous Metals	3.31	-
Banks	20.5	-
Pharmaceuticals & Biotechnology	2.43	-
Automobiles	5.64	-
Insurance	3.48	-
Consumer Durables	6.06	-
Agricultural Food & other Products	1.82	-
Realty	2.85	-
Finance	5.83	-
Telecom - Services	4.4	-
Cement & Cement Products	1.91	-
Power	3.01	-
Transport Infrastructure	2.92	-
Retailing	6.07	-
Beverages	2.62	-
Energy	-	4.43
Technology	-	13.26
Consumer Cyclical	-	8.09
Industrials	-	9.24
Consumer Defensive	-	1.85
Financial Services	-	27.81
Healthcare	-	12.23
Basic Materials	-	5.98
Real Estate	-	3.53
Utilities	-	5.57