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

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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tortoise-icon 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) ₹7354 Cr ₹897 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 1.74% 0.57%
6 Month -0.53% -5.41%
1 Year 8.2% 3.65%
3 Year 19.7% -
5 Year 21.67% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Edelweiss Focused Fund - Regular Plan - Growth
6 Month 7.31% 5.78%
1 Year 7.89% 2.48%
3 Year 17.25% -
5 Year 16.37% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Edelweiss Focused Fund - Regular Plan - Growth
1 Year 12.74% 30.77%
3 Year 12.42% -
5 Year 13.62% -

Risk Management

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 12.25% -
Sharp 0.83% -
Beta 0.9% -
Alpha -0.11% -

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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 2.82 6.4
Large Cap 82.09 67.43
Mid Cap 12.34 22.74
Small Cap 1.96 3.43

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Edelweiss Focused Fund - Regular Plan - Growth

Others 2.82 3.35
Petroleum Products 5.85 -
IT - Software 11.91 -
Construction 4.15 -
Non - Ferrous Metals 2.59 -
Banks 22.48 -
Pharmaceuticals & Biotechnology 3.08 -
Automobiles 7.36 -
Insurance 5.66 -
Agricultural Food & other Products 2.38 -
Realty 2.74 -
Consumer Durables 4.06 -
Finance 5.02 -
Telecom - Services 4.58 -
Cement & Cement Products 1.97 -
Power 3.65 -
Transport Infrastructure 1.99 -
Retailing 3.81 -
Beverages 3.11 -
Energy - 4.44
Technology - 14.64
Industrials - 14.09
Financial Services - 30.14
Healthcare - 4.37
Consumer Cyclical - 16.75
Consumer Defensive - 3.88
Basic Materials - 3.52
Real Estate - 2.1
Utilities - 2.71

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