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

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

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Bandhan Focused Fund - Regular Plan - Growth

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Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Bandhan Focused Fund - Regular Plan - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Fund	Bandhan Focused Fund - Regular Plan - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹1974 Cr	₹7731 Cr
Min Investment	₹1000	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	16 Mar 2006	24 Oct 2005
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	87%	45%
Expense Ratio	2.09	1.82
Manager	Ritika Behera	Dhaval Joshi
ISIN Code	INF194K01466	INF209K01462
Exits Load	Bandhan Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	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

Trailing Lumpsum Returns

Scheme Name	Bandhan Focused Fund - Regular Plan - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month	-2.15%	-0.74%
6 Month	10.91%	9.97%
1 Year	4.02%	1.41%
3 Year	18.33%	15.61%
5 Year	17.83%	18.47%

SIP Return Analysis

Scheme Name	Bandhan Focused Fund - Regular Plan - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	4.95%	1.71%
1 Year	6.2%	2.61%
3 Year	18.56%	14.08%
5 Year	16.48%	14.29%

Rolling Lumpsum Returns

Scheme Name	Bandhan Focused Fund - Regular Plan - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year	11.83%	12.63%
3 Year	12.31%	12.49%
5 Year	9.8%	13.73%

Risk Management

Scheme Name	Bandhan Focused Fund - Regular Plan - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation	13.73%	12.25%
Sharp	0.87%	0.82%
Beta	0.88%	0.91%
Alpha	3.12%	-0.23%

Fund Managers

Scheme Name	Bandhan Focused Fund - Regular Plan - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Name	Ritika Behera	Dhaval Joshi
Total AUM	₹43013 Cr	₹361932 Cr
Funds Managed	19	55
	Bandhan Focused Fund - Regular Plan - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option

Market Cap

Scheme Name	Bandhan Focused Fund - Regular Plan - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	3.69	12.95
Large Cap	53.11	77.58
Small Cap	25.2	2.04
Mid Cap	18	7.44

Sector Allocation

Scheme Name	Bandhan Focused Fund - Regular Plan - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	3.69	4.42
Energy	2.87	5.69
Technology	10.85	13.55
Industrials	3.52	6.28
Financial Services	37.92	30.55
Consumer Cyclical	4.17	17.14
Consumer Defensive	9.19	4.32
Communication Services	2.23	4.62
Healthcare	12.27	2.82
Basic Materials	3.15	4.82
Utilities	2.62	3.38
Real Estate	7.52	2.4

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