Edelweiss Focused Fund vs Aditya Birla Sun Life Focused Equity Fund compare

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Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Edelweiss Focused Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹7620 Cr	₹958 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

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Edelweiss Focused Fund - Regular Plan - Growth
1 Month	1.1%	0.65%
6 Month	10.29%	9.11%
1 Year	-0.07%	-2.87%
3 Year	17%	18.14%
5 Year	18.87%	-

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Edelweiss Focused Fund - Regular Plan - Growth
6 Month	1.11%	1.34%
1 Year	9.72%	8.42%
3 Year	14.61%	14.95%
5 Year	14.3%	-

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Edelweiss Focused Fund - Regular Plan - Growth
1 Year	12.49%	21.32%
3 Year	12.57%	16.65%
5 Year	13.8%	-

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation	12.25%	12.96%
Sharp	0.79%	0.78%
Beta	0.91%	0.94%
Alpha	0.09%	1.30%

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

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Edelweiss Focused Fund - Regular Plan - Growth
Others	13.02	8.65
Large Cap	77.12	68.96
Mid Cap	7.84	22.39
Small Cap	2.01	-

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Edelweiss Focused Fund - Regular Plan - Growth
Others	4.55	2.43
Energy	5.89	6.07
Technology	14.04	11.69
Industrials	6.24	11.45
Basic Materials	5.04	6.82
Financial Services	28.37	32.48
Healthcare	2.42	3.84
Consumer Cyclical	18.71	16.16
Consumer Defensive	4.3	4.36
Real Estate	2.7	1.51
Communication Services	4.63	-
Utilities	3.1	3.19