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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) | ₹7731 Cr | ₹962 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 | -2.58% | -1.73% |
| 6 Month | 7.72% | 7.53% |
| 1 Year | 2.25% | 0.1% |
| 3 Year | 14.62% | 16.48% |
| 5 Year | 18.6% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.71% | 2.25% |
| 1 Year | 2.61% | 1.4% |
| 3 Year | 14.08% | 14.83% |
| 5 Year | 14.29% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.63% | 26.4% |
| 3 Year | 12.49% | 17.39% |
| 5 Year | 13.73% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.25% | - |
| Sharp | 0.82% | - |
| Beta | 0.91% | - |
| Alpha | -0.23% | - |
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 | 12.95 | 8.53 |
| Large Cap | 77.58 | 69.45 |
| Mid Cap | 7.44 | 22.02 |
| Small Cap | 2.04 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.42 | 2.02 |
| Energy | 5.69 | 6.19 |
| Technology | 13.55 | 11.66 |
| Industrials | 6.28 | 11.59 |
| Basic Materials | 4.82 | 6.74 |
| Financial Services | 30.55 | 33.7 |
| Healthcare | 2.82 | 4.09 |
| Consumer Cyclical | 17.14 | 14.9 |
| Consumer Defensive | 4.32 | 4.24 |
| Real Estate | 2.4 | 1.62 |
| Communication Services | 4.62 | - |
| Utilities | 3.38 | 3.24 |
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