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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 Fund-Regular Plan-Growth
Chart Comparison
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) | ₹7620 Cr | ₹1819 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 Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.32% | -0.58% |
| 6 Month | 12.17% | 12.11% |
| 1 Year | -0.13% | -4.55% |
| 3 Year | 17.05% | 16.88% |
| 5 Year | 18.23% | 19.47% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.11% | 1.5% |
| 1 Year | 9.72% | 7.95% |
| 3 Year | 14.61% | 12.63% |
| 5 Year | 14.3% | 13.98% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.49% | 18.6% |
| 3 Year | 12.57% | 18.64% |
| 5 Year | 13.8% | 20.38% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.25% | 12.87% |
| Sharp | 0.79% | 0.73% |
| Beta | 0.91% | 0.93% |
| Alpha | 0.09% | 0.66% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 13.02 | 6.52 |
| Large Cap | 77.12 | 60.55 |
| Mid Cap | 7.84 | 16.71 |
| Small Cap | 2.01 | 16.22 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.55 | 5.95 |
| Energy | 5.89 | 4.16 |
| Technology | 14.04 | 15.15 |
| Industrials | 6.24 | 10.15 |
| Basic Materials | 5.04 | 2.45 |
| Financial Services | 28.37 | 25.71 |
| Healthcare | 2.42 | 17.28 |
| Consumer Cyclical | 18.71 | 8.11 |
| Consumer Defensive | 4.3 | 2.05 |
| Real Estate | 2.7 | 2.23 |
| Communication Services | 4.63 | - |
| Utilities | 3.1 | 6.75 |
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