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) | ₹8062 Cr | ₹2857 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 | 2.14% | 0.29% |
| 6 Month | 6.96% | 8.41% |
| 1 Year | 10.49% | 10.26% |
| 3 Year | 16.5% | 17.54% |
| 5 Year | 17.3% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.77% | 2.29% |
| 1 Year | 15.54% | 14.51% |
| 3 Year | 15.84% | 16.97% |
| 5 Year | 14.96% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.37% | 13.05% |
| 3 Year | 12.67% | 17.75% |
| 5 Year | 13.9% | - |
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% | 12.16% |
| Sharp | 0.82% | 0.84% |
| Beta | 0.91% | 0.88% |
| Alpha | 0.37% | 1.85% |
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 | 12.98 | 11.11 |
| Large Cap | 77.12 | 72.73 |
| Mid Cap | 7.85 | 14.11 |
| Small Cap | 2.05 | 2.05 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.31 | 3.72 |
| Energy | 6.1 | 5.36 |
| Technology | 13.41 | 4.36 |
| Industrials | 8.78 | 13.49 |
| Basic Materials | 5.22 | 4.6 |
| Financial Services | 29.8 | 29.29 |
| Healthcare | 2.43 | 12.25 |
| Consumer Cyclical | 16.24 | 16.53 |
| Consumer Defensive | 4.44 | 4.8 |
| Real Estate | 2.85 | - |
| Communication Services | 4.4 | 5.61 |
| Utilities | 3.01 | - |
Top Comparisons
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns12.19%
Invesco India Dynamic Equity Fund - Growth
3Y Returns12.83%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns15.95%
Quant Large Cap Fund Regular - Growth
3Y Returns15.28%
Nippon India Conservative Hybrid Fund - Regular - Growth
3Y Returns9.12%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns9.92%
DSP Quant Fund - Regular Plan - Growth
3Y Returns11.34%
Sundaram Services Fund Regular Plan - Growth
3Y Returns18.46%