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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) | ₹8209 Cr | ₹1045 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 | -0.93% | -0.85% |
| 6 Month | 4.84% | 2.3% |
| 1 Year | 12.63% | 7.37% |
| 3 Year | 17.5% | 18.23% |
| 5 Year | 15.48% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.71% | 2.31% |
| 1 Year | 15.79% | 11.64% |
| 3 Year | 14.82% | 13.01% |
| 5 Year | 14.6% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.24% | 16.1% |
| 3 Year | 12.74% | 17.01% |
| 5 Year | 14.02% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.25% | 10.83% |
| Sharp | 0.91% | 0.93% |
| Beta | 0.9% | 0.94% |
| Alpha | 1.16% | 1.54% |
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 | 14.21 | 18.13 |
| Large Cap | 76.31 | 59.57 |
| Mid Cap | 8.19 | 22.3 |
| Small Cap | 1.29 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.79 | 2.75 |
| Energy | 6.67 | 6.49 |
| Technology | 13.56 | 9.3 |
| Industrials | 8.94 | 11.96 |
| Basic Materials | 4.72 | 7.39 |
| Financial Services | 29.48 | 34.99 |
| Healthcare | 2.43 | 5.28 |
| Consumer Cyclical | 14.86 | 14.61 |
| Consumer Defensive | 4.14 | 4.23 |
| Real Estate | 3.09 | 0 |
| Communication Services | 4.43 | - |
| Utilities | 2.89 | 2.99 |
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