Quant Focused Fund vs Aditya Birla Sun Life Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Quant Focused Fund-Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7354 Cr | ₹1064 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 24 Oct 2005 | 29 Aug 2008 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 45% | % |
Expense Ratio | 1.82 | 2.18 |
Manager | Dhaval Joshi | Sanjeev Sharma |
ISIN Code | INF209K01462 | INF966L01374 |
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 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
1 Month | 4.1% | 2.34% |
6 Month | 4.37% | 0.58% |
1 Year | 13.47% | -3.24% |
3 Year | 18.61% | 16.6% |
5 Year | 23.41% | 24.62% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
6 Month | 6.92% | 4.96% |
1 Year | 8.8% | -2.87% |
3 Year | 18.47% | 14.79% |
5 Year | 17.17% | 17.24% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
1 Year | 12.97% | 14.72% |
3 Year | 12.3% | 17.33% |
5 Year | 13.39% | 15.7% |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
Standard Deviation | 12.25% | 15.933% |
Sharp | 0.7% | 0.641% |
Beta | 0.89% | 1.052% |
Alpha | 0.77% | 1.751% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
Name | Dhaval Joshi | Sanjeev Sharma |
Total AUM | ₹361932 Cr | ₹39731 Cr |
Funds Managed | 55 | 22 |
Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Quant Focused Fund-Growth |
---|---|---|
Others | 1 | 18.43 |
Large Cap | 83.9 | 68.17 |
Mid Cap | 12.69 | 9.06 |
Small Cap | 1.59 | 4.33 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Quant Focused Fund-Growth |
---|---|---|
Others | 1 | 18.43 |
Petroleum Products | 5.48 | - |
IT - Software | 11.91 | - |
Construction | 4.48 | - |
Non - Ferrous Metals | 2.77 | - |
Banks | 21.84 | - |
Pharmaceuticals & Biotechnology | 3.01 | - |
Automobiles | 8.85 | - |
Insurance | 5.32 | - |
Agricultural Food & other Products | 2.42 | - |
Realty | 2.79 | - |
Consumer Durables | 4.14 | - |
Finance | 5.46 | - |
Telecom - Services | 5.22 | - |
Cement & Cement Products | 1.9 | - |
Power | 3.8 | - |
Transport Infrastructure | 1.99 | - |
Retailing | 3.85 | - |
Beverages | 2.95 | - |
Energy | - | 14.67 |
Healthcare | - | 2.82 |
Industrials | - | 7.74 |
Financial Services | - | 21.53 |
Consumer Defensive | - | 11.06 |
Basic Materials | - | 9.44 |
Consumer Cyclical | - | 3.08 |
Utilities | - | 8.14 |
Technology | - | 3.07 |
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