Aditya Birla Sun Life Focused Equity Fund vs DSP Focus Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
DSP Focus Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focus Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low to Moderate |
Asset Size (Cr) | ₹7354 Cr | ₹2393 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 24 Oct 2005 | 10 Jun 2010 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 45% | 31% |
Expense Ratio | 1.82 | 2.03 |
Manager | Dhaval Joshi | Vinit Sambre |
ISIN Code | INF209K01462 | INF740K01532 |
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 | DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.49% | 1.04% |
6 Month | -2.67% | -1.46% |
1 Year | 8.26% | 13.92% |
3 Year | 15.2% | 17.99% |
5 Year | 22.28% | 22.9% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.86% | 3.01% |
1 Year | -0.34% | 1.85% |
3 Year | 16.25% | 19.59% |
5 Year | 16.21% | 17.45% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.97% | 10.03% |
3 Year | 12.3% | 12.82% |
5 Year | 13.39% | 12.41% |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.25% | 14.04% |
Sharp | 0.46% | 0.58% |
Beta | 0.89% | 0.97% |
Alpha | -0.05% | 2.28% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Name | Dhaval Joshi | Vinit Sambre |
Total AUM | ₹361932 Cr | ₹31142 Cr |
Funds Managed | 55 | 3 |
Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focus Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Others | 1.63 | 4.54 |
Large Cap | 84.34 | 55.22 |
Mid Cap | 12.27 | 20.29 |
Small Cap | 1.58 | 19.94 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Others | 1.63 | 4.54 |
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 | - |
Technology | - | 10.38 |
Financial Services | - | 34.74 |
Energy | - | 3.03 |
Basic Materials | - | 9.95 |
Healthcare | - | 13 |
Utilities | - | 1.91 |
Industrials | - | 4.86 |
Consumer Cyclical | - | 8.32 |
Real Estate | - | 3.83 |
Communication Services | - | 3.04 |
Consumer Defensive | - | 2.38 |
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