Mirae Asset Focused Fund Regular Plan Growth vs Aditya Birla Sun Life Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Mirae Asset Focused Fund Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7649 Cr | ₹7769 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Oct 2005 | 14 May 2019 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 45% | 34% |
| Expense Ratio | 1.82 | 1.76 |
| Manager | Dhaval Joshi | Gaurav Misra |
| ISIN Code | INF209K01462 | INF769K01ES4 |
| 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 | Mirae Asset Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 1 Month | 2.86% | 1.11% |
| 6 Month | 7.31% | 8.04% |
| 1 Year | 4.24% | 3.49% |
| 3 Year | 16.83% | 12.67% |
| 5 Year | 18.64% | 16.14% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 2.44% | 1.77% |
| 1 Year | 12.48% | 11.61% |
| 3 Year | 15.56% | 12.33% |
| 5 Year | 14.97% | 11.32% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 12.49% | 14.1% |
| 3 Year | 12.57% | 14.52% |
| 5 Year | 13.8% | 17.79% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.25% | 11.85% |
| Sharp | 0.79% | 0.45% |
| Beta | 0.91% | 0.82% |
| Alpha | 0.09% | -2.38% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Name | Dhaval Joshi | Gaurav Misra |
| Total AUM | ₹361932 Cr | ₹45211 Cr |
| Funds Managed | 55 | 2 |
| Aditya Birla Sun Life Focused Equity Fund -Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Others | 13.75 | 3.12 |
| Large Cap | 76.87 | 51.76 |
| Mid Cap | 7.54 | 20.72 |
| Small Cap | 1.84 | 24.4 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Others | 4.88 | 0.2 |
| Energy | 5.9 | - |
| Technology | 13.64 | 18.67 |
| Industrials | 6.82 | 6.11 |
| Basic Materials | 5.19 | 4.64 |
| Financial Services | 29.04 | 22.91 |
| Healthcare | 2.41 | 5.98 |
| Consumer Cyclical | 17.47 | 24.01 |
| Consumer Defensive | 4.42 | 8.69 |
| Real Estate | 2.78 | 1.93 |
| Communication Services | 4.24 | 3.85 |
| Utilities | 3.21 | 3 |
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