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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) | ₹7774 Cr | ₹1796 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 | 3.79% | 2.69% |
| 6 Month | 6.61% | -2.12% |
| 1 Year | 8.59% | 1.07% |
| 3 Year | 20.77% | 19.89% |
| 5 Year | 21.59% | 22.72% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 10.11% | 7.6% |
| 1 Year | 14.01% | 3.96% |
| 3 Year | 19.59% | 16% |
| 5 Year | 17.71% | 16.7% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused 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 Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.25% | 14.17% |
| Sharp | 0.83% | 0.72% |
| Beta | 0.9% | 0.94% |
| Alpha | -0.11% | -0.41% |
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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 | 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 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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