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) | ₹2090 Cr | ₹8211 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 | -1.77% | -0.12% |
| 6 Month | -2.2% | 4.62% |
| 1 Year | 3.1% | 13.32% |
| 3 Year | 18.91% | 17.07% |
| 5 Year | 13.07% | 14.15% |
SIP Return Analysis
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | -1.37% | 4.18% |
| 1 Year | 4.25% | 15.46% |
| 3 Year | 12.97% | 14.88% |
| 5 Year | 13.71% | 14.46% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 11.21% | 12.24% |
| 3 Year | 12.49% | 12.73% |
| 5 Year | 10.11% | 14.01% |
Risk Management
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 12.64% | 12.25% |
| Sharp | 0.91% | 0.91% |
| Beta | 0.94% | 0.9% |
| Alpha | 2.52% | 1.16% |
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 | 0.55 | 14.12 |
| Large Cap | 48.45 | 76.43 |
| Small Cap | 34.5 | 1.54 |
| Mid Cap | 16.5 | 7.91 |
Sector Allocation
| Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 0.55 | 3.88 |
| Energy | 2.68 | 6.31 |
| Technology | 9.83 | 14.14 |
| Industrials | 3.72 | 9.04 |
| Financial Services | 33.79 | 29.85 |
| Consumer Cyclical | 4.22 | 15.22 |
| Consumer Defensive | 16.52 | 4.41 |
| Communication Services | 2.31 | 4.42 |
| Healthcare | 14.69 | 2.58 |
| Basic Materials | 2.8 | 4.39 |
| Utilities | 1.94 | 2.87 |
| Real Estate | 6.95 | 2.89 |
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