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) | ₹8209 Cr | ₹7785 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 | -1.17% | -6.24% |
| 6 Month | 5.67% | -5.67% |
| 1 Year | 13.59% | 4.65% |
| 3 Year | 17.65% | 10.51% |
| 5 Year | 15.19% | 11.04% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 6 Month | -0.09% | -7.2% |
| 1 Year | 6.73% | -7.9% |
| 3 Year | 12.77% | 4.71% |
| 5 Year | 13.47% | 6.72% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 12.24% | 13.13% |
| 3 Year | 12.74% | 13.39% |
| 5 Year | 14.02% | 17.09% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.25% | 11.06% |
| Sharp | 0.91% | 0.53% |
| Beta | 0.9% | 0.81% |
| Alpha | 1.16% | -2.66% |
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 | 14.21 | 6.58 |
| Large Cap | 76.31 | 50.5 |
| Mid Cap | 8.19 | 21.85 |
| Small Cap | 1.29 | 21.06 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Others | 4.79 | 0.6 |
| Energy | 6.67 | - |
| Technology | 13.56 | 19.53 |
| Industrials | 8.94 | 7.1 |
| Basic Materials | 4.72 | 5.17 |
| Financial Services | 29.48 | 22.81 |
| Healthcare | 2.43 | 5.95 |
| Consumer Cyclical | 14.86 | 19.91 |
| Consumer Defensive | 4.14 | 9.04 |
| Real Estate | 3.09 | 1.92 |
| Communication Services | 4.43 | 4.26 |
| Utilities | 2.89 | 3.71 |
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