BANDHAN Focused Equity Fund vs Aditya Birla Sun Life Focused Equity Fund compare
Bandhan Focused Fund - Regular Plan - Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
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 | ₹7620 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 | 0.07% | 0.01% |
6 Month | 12.64% | 11.82% |
1 Year | -1.35% | -1.07% |
3 Year | 18.76% | 16.63% |
5 Year | 16.55% | 18.07% |
SIP Return Analysis
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 1.49% | 1.11% |
1 Year | 9.42% | 9.72% |
3 Year | 17.72% | 14.61% |
5 Year | 16.06% | 14.3% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 11.59% | 12.49% |
3 Year | 12.35% | 12.57% |
5 Year | 9.88% | 13.8% |
Risk Management
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Standard Deviation | 13.89% | 12.25% |
Sharp | 0.79% | 0.79% |
Beta | 0.90% | 0.91% |
Alpha | 2.50% | 0.09% |
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 | 5.27 | 13.02 |
Large Cap | 52.65 | 77.12 |
Small Cap | 26.34 | 2.01 |
Mid Cap | 15.73 | 7.84 |
Sector Allocation
Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 5.27 | 4.55 |
Energy | 2.52 | 5.89 |
Technology | 10.27 | 14.04 |
Industrials | 3.59 | 6.24 |
Financial Services | 36.07 | 28.37 |
Consumer Cyclical | 4.62 | 18.71 |
Consumer Defensive | 9.72 | 4.3 |
Communication Services | 2.26 | 4.63 |
Healthcare | 12.65 | 2.42 |
Basic Materials | 2.97 | 5.04 |
Utilities | 2.64 | 3.1 |
Real Estate | 7.42 | 2.7 |
Top Comparisons
PGIM India Liquid Fund - Growth
3Y Returns6.99%
Mirae Asset Liquid Fund - Growth
3Y Returns6.99%
Bandhan Aggressive Hybrid Fund - Growth
3Y Returns16.15%
Quant Aggressive Hybrid Fund-Growth
3Y Returns12.8%
Axis Flexi Cap Fund - Regular Plan - Growth
3Y Returns14.59%
Quant Flexi Cap Fund-Growth
3Y Returns17.32%
HDFC Focused Fund - GROWTH PLAN
3Y Returns23.11%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns16.63%