- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹8062 Cr | ₹1866 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 | 1.54% | 0.86% |
| 6 Month | 6.81% | 5.22% |
| 1 Year | 9.41% | 0.98% |
| 3 Year | 16.14% | 14.29% |
| 5 Year | 17.25% | 17.92% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.79% | 1.76% |
| 1 Year | 15.92% | 9.38% |
| 3 Year | 16.27% | 12.68% |
| 5 Year | 15.36% | 14.04% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.35% | 17.28% |
| 3 Year | 12.68% | 18.35% |
| 5 Year | 13.93% | 20.06% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.25% | 12.52% |
| Sharp | 0.82% | 0.65% |
| Beta | 0.91% | 0.91% |
| Alpha | 0.37% | -0.40% |
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 | 12.98 | 10.53 |
| Large Cap | 77.12 | 67.26 |
| Mid Cap | 7.85 | 11.11 |
| Small Cap | 2.05 | 11.11 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.31 | 8.02 |
| Energy | 6.1 | 4.43 |
| Technology | 13.41 | 13.26 |
| Industrials | 8.78 | 9.24 |
| Basic Materials | 5.22 | 5.98 |
| Financial Services | 29.8 | 27.81 |
| Healthcare | 2.43 | 12.23 |
| Consumer Cyclical | 16.24 | 8.09 |
| Consumer Defensive | 4.44 | 1.85 |
| Real Estate | 2.85 | 3.53 |
| Communication Services | 4.4 | - |
| Utilities | 3.01 | 5.57 |
Top Comparisons
Aditya Birla Sun Life Low Duration Fund - Growth Plan
3Y Returns7.01%
Mirae Asset Low Duration Fund- Growth
3Y Returns7.07%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns%
Invesco India Dynamic Equity Fund - Growth
3Y Returns12.55%
Franklin India Opportunities Fund - Growth
3Y Returns28.65%
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
3Y Returns13.12%
ICICI Prudential Large Cap Fund - Growth
3Y Returns17.82%
LIC MF Large Cap Fund-Growth
3Y Returns11.71%
