360 ONE Focused Equity Fund Regular vs Aditya Birla Sun Life Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
360 ONE Focused Fund Regular-Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹7620 Cr | ₹7265 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 24 Oct 2005 | 24 Oct 2014 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 TRI |
Turn Over | 45% | % |
Expense Ratio | 1.82 | 1.78 |
Manager | Dhaval Joshi | Mayur Patel |
ISIN Code | INF209K01462 | INF579M01878 |
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 | 360 ONE Focused Equity Fund - 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 | 360 ONE Focused Fund Regular-Growth |
---|---|---|
1 Month | 2.37% | 3.1% |
6 Month | 12.94% | 12.51% |
1 Year | -0.97% | -4.74% |
3 Year | 14.93% | 15.67% |
5 Year | 18.66% | 20.46% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
6 Month | 3.01% | 3.13% |
1 Year | 9.17% | 8.46% |
3 Year | 15.23% | 13.93% |
5 Year | 14.73% | 15.22% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
1 Year | 12.63% | 14.63% |
3 Year | 12.49% | 16.5% |
5 Year | 13.73% | 17.91% |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Standard Deviation | 12.25% | 12.28% |
Sharp | 0.69% | 0.68% |
Beta | 0.91% | 0.87% |
Alpha | 0.13% | 1.45% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Name | Dhaval Joshi | Mayur Patel |
Total AUM | ₹361932 Cr | ₹6984 Cr |
Funds Managed | 55 | 3 |
Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
360 ONE Focused Fund Regular-Growth |
---|---|---|
Others | 12.95 | 12.55 |
Large Cap | 77.58 | 65.21 |
Mid Cap | 7.44 | 8.56 |
Small Cap | 2.04 | 13.69 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
360 ONE Focused Fund Regular-Growth |
---|---|---|
Others | 4.42 | 5.82 |
Energy | 5.69 | 1.81 |
Technology | 13.55 | 7.49 |
Industrials | 6.28 | 16.62 |
Basic Materials | 4.82 | 3.8 |
Financial Services | 30.55 | 30.89 |
Healthcare | 2.82 | 6.4 |
Consumer Cyclical | 17.14 | 15.24 |
Consumer Defensive | 4.32 | 0 |
Real Estate | 2.4 | - |
Communication Services | 4.62 | 11.02 |
Utilities | 3.38 | 0.92 |
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