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 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 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)	₹7774 Cr	₹1796 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 Fund-Regular Plan-Growth
1 Month	3.79%	2.69%
6 Month	6.61%	-2.12%
1 Year	8.59%	1.07%
3 Year	20.77%	19.89%
5 Year	21.59%	22.72%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Fund-Regular Plan-Growth
6 Month	10.11%	7.6%
1 Year	14.01%	3.96%
3 Year	19.59%	16%
5 Year	17.71%	16.7%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused 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 Fund-Regular Plan-Growth
Standard Deviation	12.25%	14.17%
Sharp	0.83%	0.72%
Beta	0.9%	0.94%
Alpha	-0.11%	-0.41%

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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

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