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) | ₹7649 Cr | ₹7280 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 | 1.67% | 0.6% |
6 Month | 9.89% | 6.93% |
1 Year | 2.39% | -1.15% |
3 Year | 16.93% | 16.77% |
5 Year | 18.78% | 20.34% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
6 Month | 2.44% | 2.02% |
1 Year | 12.48% | 9.53% |
3 Year | 15.56% | 13.3% |
5 Year | 14.97% | 14.85% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
1 Year | 12.49% | 14.04% |
3 Year | 12.57% | 16.38% |
5 Year | 13.8% | 18.1% |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Standard Deviation | 12.25% | 12.14% |
Sharp | 0.79% | 0.78% |
Beta | 0.91% | 0.88% |
Alpha | 0.09% | 1.18% |
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 | 13.75 | 10.67 |
Large Cap | 76.87 | 66.9 |
Mid Cap | 7.54 | 9.71 |
Small Cap | 1.84 | 12.72 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
360 ONE Focused Fund Regular-Growth |
---|---|---|
Others | 4.88 | 2.95 |
Energy | 5.9 | 2.02 |
Technology | 13.64 | 7.17 |
Industrials | 6.82 | 18.53 |
Basic Materials | 5.19 | 5.19 |
Financial Services | 29.04 | 33.31 |
Healthcare | 2.41 | 4.02 |
Consumer Cyclical | 17.47 | 16.68 |
Consumer Defensive | 4.42 | - |
Real Estate | 2.78 | - |
Communication Services | 4.24 | 10.12 |
Utilities | 3.21 | - |
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