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 | 1.74% | 3.49% |
6 Month | -0.53% | -2.7% |
1 Year | 8.2% | -4.63% |
3 Year | 19.7% | 19.53% |
5 Year | 21.67% | 24.08% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
6 Month | 7.31% | 7.6% |
1 Year | 7.89% | 0.93% |
3 Year | 17.25% | 14.28% |
5 Year | 16.37% | 16.71% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
1 Year | 12.74% | 14.3% |
3 Year | 12.42% | 17.06% |
5 Year | 13.62% | 15.84% |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
Standard Deviation | 12.25% | 15.933% |
Sharp | 0.83% | 0.641% |
Beta | 0.9% | 1.052% |
Alpha | -0.11% | 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 | 2.82 | 18.43 |
Large Cap | 82.09 | 68.17 |
Mid Cap | 12.34 | 9.06 |
Small Cap | 1.96 | 4.33 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Quant Focused Fund-Growth |
---|---|---|
Others | 2.82 | 18.43 |
Petroleum Products | 5.85 | - |
IT - Software | 11.91 | - |
Construction | 4.15 | - |
Non - Ferrous Metals | 2.59 | - |
Banks | 22.48 | - |
Pharmaceuticals & Biotechnology | 3.08 | - |
Automobiles | 7.36 | - |
Insurance | 5.66 | - |
Agricultural Food & other Products | 2.38 | - |
Realty | 2.74 | - |
Consumer Durables | 4.06 | - |
Finance | 5.02 | - |
Telecom - Services | 4.58 | - |
Cement & Cement Products | 1.97 | - |
Power | 3.65 | - |
Transport Infrastructure | 1.99 | - |
Retailing | 3.81 | - |
Beverages | 3.11 | - |
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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