Quant Focused Fund vs Aditya Birla Sun Life Focused Equity Fund compare

Quant Focused Fund vs Aditya Birla Sun Life Focused Equity Fund compare

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Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Quant Focused Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹7620 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	2.37%	0.79%
6 Month	12.94%	12.05%
1 Year	-0.97%	-11.52%
3 Year	14.93%	12.07%
5 Year	18.66%	20.71%

SIP Return Analysis

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Quant Focused Fund-Growth
6 Month	3.01%	1.13%
1 Year	9.17%	2.66%
3 Year	15.23%	10.81%
5 Year	14.73%	13.84%

Rolling Lumpsum Returns

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Quant Focused Fund-Growth
1 Year	12.63%	13.99%
3 Year	12.49%	17.21%
5 Year	13.73%	15.96%

Risk Management

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Quant Focused Fund-Growth
Standard Deviation	12.25%	15.933%
Sharp	0.69%	0.641%
Beta	0.91%	1.052%
Alpha	0.13%	1.751%

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	12.95	30.62
Large Cap	77.58	57.46
Mid Cap	7.44	2.14
Small Cap	2.04	9.78

Sector Allocation

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Quant Focused Fund-Growth
Others	4.42	25.21
Energy	5.69	7.22
Technology	13.55	2.78
Industrials	6.28	8.44
Basic Materials	4.82	0
Financial Services	30.55	26.42
Healthcare	2.82	10.01
Consumer Cyclical	17.14	3.27
Consumer Defensive	4.32	0
Real Estate	2.4	7.03
Communication Services	4.62	-
Utilities	3.38	9.63

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