Canara Robeco Focused Equity Fund vs Aditya Birla Sun Life Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Canara Robeco Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹7620 Cr | ₹2718 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 24 Oct 2005 | 17 May 2021 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 |
Turn Over | 45% | 37% |
Expense Ratio | 1.82 | 1.96 |
Manager | Dhaval Joshi | Shridatta Bhandwaldar |
ISIN Code | INF209K01462 | INF760K01JT0 |
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 | Canara Robeco 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 | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.15% | 2.38% |
6 Month | 12.4% | 16.67% |
1 Year | -0.93% | 1.66% |
3 Year | 14.81% | 16.8% |
5 Year | 18.94% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.01% | 5.09% |
1 Year | 9.17% | 14.05% |
3 Year | 15.23% | 18.07% |
5 Year | 14.73% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.63% | 13.54% |
3 Year | 12.49% | 17.86% |
5 Year | 13.73% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.25% | 12.31% |
Sharp | 0.69% | 0.80% |
Beta | 0.91% | 0.88% |
Alpha | 0.13% | 2.96% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Shridatta Bhandwaldar |
Total AUM | ₹361932 Cr | ₹69491 Cr |
Funds Managed | 55 | 12 |
Aditya Birla Sun Life Focused Equity Fund -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 12.95 | 11.8 |
Large Cap | 77.58 | 71.33 |
Mid Cap | 7.44 | 15.13 |
Small Cap | 2.04 | 1.74 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.42 | 5.74 |
Energy | 5.69 | 4.75 |
Technology | 13.55 | 5.57 |
Industrials | 6.28 | 12.51 |
Basic Materials | 4.82 | 4.48 |
Financial Services | 30.55 | 26.51 |
Healthcare | 2.82 | 13.64 |
Consumer Cyclical | 17.14 | 17.85 |
Consumer Defensive | 4.32 | 5.16 |
Real Estate | 2.4 | - |
Communication Services | 4.62 | 3.8 |
Utilities | 3.38 | - |
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