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

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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tortoise-icon Tata Focused Equity 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 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) ₹7774 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 0.04% -0.85%
6 Month 2.39% -5.18%
1 Year 7.43% 0.74%
3 Year 20.76% 20.01%
5 Year 21.03% 22.08%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Tata Focused Equity Fund-Regular Plan-Growth
6 Month 7.31% 5.62%
1 Year 7.89% -0.48%
3 Year 17.25% 14.36%
5 Year 16.37% 15.72%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Tata Focused Equity Fund-Regular Plan-Growth
1 Year 12.74% 20.84%
3 Year 12.42% 18.86%
5 Year 13.62% 19.02%

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 0.83% 0.518%
Beta 0.9% 0.995%
Alpha -0.11% -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 2.82 4.77
Large Cap 82.09 58.06
Mid Cap 12.34 16.49
Small Cap 1.96 20.69

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Tata Focused Equity Fund-Regular Plan-Growth

Others 2.82 4.77
Petroleum Products 5.85 -
IT - Software 11.91 -
Construction 4.15 -
Non - Ferrous Metals 2.59 -
Banks 22.48 -
Pharmaceuticals & Biotechnology 3.08 -
Automobiles 7.36 -
Insurance 5.66 -
Agricultural Food & other Products 2.38 -
Realty 2.74 -
Consumer Durables 4.06 -
Finance 5.02 -
Telecom - Services 4.58 -
Cement & Cement Products 1.97 -
Power 3.65 -
Transport Infrastructure 1.99 -
Retailing 3.81 -
Beverages 3.11 -
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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