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) | ₹8211 Cr | ₹7980 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| 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 | 1.23% | -1.3% |
| 6 Month | 5.35% | 1.53% |
| 1 Year | 5.94% | -1% |
| 3 Year | 16.13% | 10.52% |
| 5 Year | 16.22% | 13.35% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 4.83% | 0.08% |
| 1 Year | 18.68% | 10.15% |
| 3 Year | 16.11% | 10.54% |
| 5 Year | 15.06% | 9.9% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 12.33% | 13.36% |
| 3 Year | 12.7% | 13.67% |
| 5 Year | 13.94% | 17.26% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.26% | 11.82% |
| Sharp | 0.72% | 0.37% |
| Beta | 0.91% | 0.82% |
| Alpha | 0.98% | -2.74% |
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 | 12.98 | 5.02 |
| Large Cap | 77.12 | 51.11 |
| Mid Cap | 7.85 | 21.4 |
| Small Cap | 2.05 | 22.47 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Others | 3.31 | 2.68 |
| Energy | 6.1 | - |
| Technology | 13.41 | 18.83 |
| Industrials | 8.78 | 4.17 |
| Basic Materials | 5.22 | 5 |
| Financial Services | 29.8 | 21.92 |
| Healthcare | 2.43 | 6.02 |
| Consumer Cyclical | 16.24 | 22.96 |
| Consumer Defensive | 4.44 | 9.13 |
| Real Estate | 2.85 | 2.19 |
| Communication Services | 4.4 | 4.1 |
| Utilities | 3.01 | 3 |
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