Tata Focused Equity 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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Tata Focused Equity Fund-Regular Plan-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	Tata Focused Equity Fund-Regular Plan-Growth
Fund	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹7354 Cr	₹1739 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

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
1 Month	3.46%	2.8%
6 Month	-1.78%	-6.14%
1 Year	9.37%	4.18%
3 Year	15.47%	14.56%
5 Year	21.13%	22.3%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
6 Month	1.86%	-0.75%
1 Year	-0.34%	-7.56%
3 Year	16.25%	14.09%
5 Year	16.21%	16.16%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
1 Year	12.97%	22.62%
3 Year	12.3%	19.32%
5 Year	13.39%	18.37%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation	12.25%	14.255%
Sharp	0.46%	0.518%
Beta	0.89%	0.995%
Alpha	-0.05%	-0.625%

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Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Equity 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 Equity Fund-Regular Plan-Growth

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
Others	1.63	4.77
Large Cap	84.34	58.06
Mid Cap	12.27	16.49
Small Cap	1.58	20.69

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
Others	1.63	4.77
Petroleum Products	5.47	-
IT - Software	12.04	-
Construction	4.3	-
Diversified FMCG	1.49	-
Non - Ferrous Metals	2.73	-
Banks	21.41	-
Pharmaceuticals & Biotechnology	2.93	-
Automobiles	9.16	-
Insurance	5.08	-
Agricultural Food & other Products	2.47	-
Realty	2.79	-
Consumer Durables	3.87	-
Finance	6.62	-
Telecom - Services	5.53	-
Cement & Cement Products	1.77	-
Power	3.77	-
Retailing	3.9	-
Beverages	2.86	-
Energy	-	4.04
Consumer Cyclical	-	16.91
Industrials	-	13.18
Financial Services	-	28.27
Healthcare	-	7.4
Communication Services	-	1.99
Basic Materials	-	2.32
Real Estate	-	2.06
Technology	-	12.7
Utilities	-	6.35