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Edelweiss Focused Fund vs Aditya Birla Sun Life Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8062 Cr | ₹1030 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 24 Oct 2005 | 01 Aug 2022 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 45% | 49% |
| Expense Ratio | 1.82 | 2.24 |
| Manager | Dhaval Joshi | Trideep Bhattacharya |
| ISIN Code | INF209K01462 | INF754K01OL0 |
| 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 | Edelweiss 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 | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.52% | 0.34% |
| 6 Month | 6.18% | 4.31% |
| 1 Year | 7.2% | 1.25% |
| 3 Year | 15.45% | 16.28% |
| 5 Year | 16.79% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.39% | 3.17% |
| 1 Year | 18.51% | 12.24% |
| 3 Year | 16.64% | 15.06% |
| 5 Year | 15.54% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.35% | 21.32% |
| 3 Year | 12.68% | 16.65% |
| 5 Year | 13.93% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.25% | 12.92% |
| Sharp | 0.82% | 0.77% |
| Beta | 0.91% | 0.94% |
| Alpha | 0.37% | 1.13% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Trideep Bhattacharya |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 9 |
| Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 12.98 | 13.78 |
| Large Cap | 77.12 | 61.19 |
| Mid Cap | 7.85 | 25.03 |
| Small Cap | 2.05 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.31 | 1.49 |
| Energy | 6.1 | 6.19 |
| Technology | 13.41 | 11.73 |
| Industrials | 8.78 | 12.62 |
| Basic Materials | 5.22 | 7.55 |
| Financial Services | 29.8 | 31.16 |
| Healthcare | 2.43 | 5.64 |
| Consumer Cyclical | 16.24 | 15.04 |
| Consumer Defensive | 4.44 | 4.02 |
| Real Estate | 2.85 | 1.5 |
| Communication Services | 4.4 | - |
| Utilities | 3.01 | 3.05 |
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