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

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tortoise-icon BANDHAN Focused Equity Fund - Regular Plan - Growth

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tortoise-icon 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 Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Fund BANDHAN Focused Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1746 Cr ₹7354 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 Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month 6.46% 8.03%
6 Month -5.22% -2.41%
1 Year 13% 11.97%
3 Year 18.1% 16.75%
5 Year 21.14% 22.12%

SIP Return Analysis

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month -2.16% 2.26%
1 Year -4.06% 0.22%
3 Year 16.61% 15.33%
5 Year 15.41% 15.37%

Rolling Lumpsum Returns

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 11.87% 12.97%
3 Year 12.11% 12.3%
5 Year 9.62% 13.39%

Risk Management

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation 15.285% 12.25%
Sharp 0.477% 0.7%
Beta 0.931% 0.89%
Alpha 1.046% 0.77%

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Fund Managers

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

Market Cap

Scheme Name

BANDHAN Focused Equity Fund - Regular Plan - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 13.32 1
Large Cap 49.65 83.9
Mid Cap 23.23 12.69
Small Cap 13.8 1.59

Sector Allocation

Scheme Name

BANDHAN Focused Equity Fund - Regular Plan - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 13.32 1
Energy 4.26 -
Technology 11.9 -
Industrials 5.15 -
Financial Services 25.37 -
Consumer Cyclical 11.11 -
Consumer Defensive 3.47 -
Communication Services 3.74 -
Healthcare 8.41 -
Utilities 5.75 -
Real Estate 7.52 -
Petroleum Products - 5.48
IT - Software - 11.91
Construction - 4.48
Non - Ferrous Metals - 2.77
Banks - 21.84
Pharmaceuticals & Biotechnology - 3.01
Automobiles - 8.85
Insurance - 5.32
Agricultural Food & other Products - 2.42
Realty - 2.79
Consumer Durables - 4.14
Finance - 5.46
Telecom - Services - 5.22
Cement & Cement Products - 1.9
Power - 3.8
Transport Infrastructure - 1.99
Retailing - 3.85
Beverages - 2.95

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