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)	₹7774 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	1.74%	1.47%
6 Month	-0.53%	-6.07%
1 Year	8.2%	2.37%
3 Year	19.7%	19.16%
5 Year	21.67%	22.79%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
6 Month	7.31%	5.62%
1 Year	7.89%	-0.48%
3 Year	17.25%	14.36%
5 Year	16.37%	15.72%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
1 Year	12.74%	20.84%
3 Year	12.42%	18.86%
5 Year	13.62%	19.02%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation	12.68%	14.255%
Sharp	0.86%	0.518%
Beta	0.89%	0.995%
Alpha	0.23%	-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	2.82	4.77
Large Cap	82.09	58.06
Mid Cap	12.34	16.49
Small Cap	1.96	20.69

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
Others	2.82	4.77
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	-	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