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 Equity Fund Regular-Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Equity Fund Regular-Growth |
---|---|---|
Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Equity Fund Regular-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7354 Cr | ₹6885 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 Equity Fund Regular-Growth |
---|---|---|
1 Month | 5.07% | 5.53% |
6 Month | -6.38% | -7.46% |
1 Year | 9.54% | 6.44% |
3 Year | 13.31% | 14.56% |
5 Year | 21.35% | 24.28% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Equity Fund Regular-Growth |
---|---|---|
6 Month | -4.38% | -2.97% |
1 Year | -9.96% | -11.48% |
3 Year | 12.09% | 12.75% |
5 Year | 13.74% | 15.62% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Equity Fund Regular-Growth |
---|---|---|
1 Year | 12.97% | 16.06% |
3 Year | 12.3% | 16.35% |
5 Year | 13.39% | 17.57% |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Equity Fund Regular-Growth |
---|---|---|
Standard Deviation | 12.25% | 13.676% |
Sharp | 0.46% | 0.506% |
Beta | 0.89% | 0.943% |
Alpha | -0.05% | -0.687% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Equity 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 Equity Fund Regular-Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
360 ONE Focused Equity Fund Regular-Growth |
---|---|---|
Others | 1.63 | 4.21 |
Large Cap | 84.34 | 65.98 |
Mid Cap | 12.27 | 12.53 |
Small Cap | 1.58 | 17.27 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
360 ONE Focused Equity Fund Regular-Growth |
---|---|---|
Others | 1.63 | 4.03 |
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 | - |
Communication Services | - | 10.29 |
Technology | - | 10.72 |
Industrials | - | 11.19 |
Financial Services | - | 32.3 |
Healthcare | - | 6.78 |
Consumer Cyclical | - | 15.74 |
Basic Materials | - | 6.33 |
Consumer Defensive | - | 1.6 |
Utilities | - | 1.01 |
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