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) | ₹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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