Aditya Birla Sun Life Focused Equity Fund vs 360 ONE Focused Equity Fund Regular 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 | 4.47% | 4.39% |
6 Month | -11.42% | -12.73% |
1 Year | 6.45% | 4.28% |
3 Year | 12.33% | 13.64% |
5 Year | 23.97% | 26.75% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Equity Fund Regular-Growth |
---|---|---|
6 Month | -3.29% | -3.26% |
1 Year | -4.63% | -9.21% |
3 Year | 15.02% | 14.76% |
5 Year | 15.85% | 17.19% |
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 | 0.9% | 0.943% |
Alpha | 0.01% | -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 | 4.67 | 4.21 |
Large Cap | 81.62 | 65.98 |
Mid Cap | 11.89 | 12.53 |
Small Cap | 1.83 | 17.27 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
360 ONE Focused Equity Fund Regular-Growth |
---|---|---|
Others | 1.69 | 4.03 |
Energy | 5.44 | - |
Technology | 12.97 | 10.72 |
Industrials | 4.58 | 11.19 |
Consumer Defensive | 7.52 | 1.6 |
Basic Materials | 4.15 | 6.33 |
Financial Services | 31.57 | 32.3 |
Healthcare | 3.5 | 6.78 |
Consumer Cyclical | 16.44 | 15.74 |
Real Estate | 2.79 | - |
Communication Services | 5.53 | 10.29 |
Utilities | 3.83 | 1.01 |
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