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Tata Focused Equity Fund vs Aditya Birla Sun Life Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹8209 Cr | ₹1859 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Oct 2005 | 05 Dec 2019 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 45% | 32.33% |
| Expense Ratio | 1.82 | 2.04 |
| Manager | Dhaval Joshi | Kapil Malhotra |
| ISIN Code | INF209K01462 | INF277K010Y2 |
| 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 | Tata Focused Equity Fund - Regular Plan - 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 | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -2.52% | -3.54% |
| 6 Month | 3.54% | -0.67% |
| 1 Year | 12.65% | 5.02% |
| 3 Year | 16.49% | 13.72% |
| 5 Year | 14.41% | 14.71% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.36% | -0.31% |
| 1 Year | 15.17% | 6.96% |
| 3 Year | 15.06% | 10.14% |
| 5 Year | 14.66% | 12.34% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.24% | 16.63% |
| 3 Year | 12.74% | 18.12% |
| 5 Year | 14.02% | 19.84% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.25% | 12.55% |
| Sharp | 0.91% | 0.72% |
| Beta | 0.9% | 0.91% |
| Alpha | 1.16% | -0.98% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Name | Dhaval Joshi | Kapil Malhotra |
| Total AUM | ₹361932 Cr | ₹18472 Cr |
| Funds Managed | 55 | 7 |
| Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 14.21 | 8.24 |
| Large Cap | 76.31 | 70.39 |
| Mid Cap | 8.19 | 11.49 |
| Small Cap | 1.29 | 9.88 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.79 | 6.5 |
| Energy | 6.67 | 4.7 |
| Technology | 13.56 | 10.42 |
| Industrials | 8.94 | 9.64 |
| Basic Materials | 4.72 | 7.44 |
| Financial Services | 29.48 | 26.48 |
| Healthcare | 2.43 | 13.16 |
| Consumer Cyclical | 14.86 | 11.25 |
| Consumer Defensive | 4.14 | 1.25 |
| Real Estate | 3.09 | 2.74 |
| Communication Services | 4.43 | 0.83 |
| Utilities | 2.89 | 5.58 |
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