Axis Focused Fund vs Aditya Birla Sun Life Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹7354 Cr | ₹12350 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 24 Oct 2005 | 29 Jun 2012 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 45% | 180% |
Expense Ratio | 1.82 | 1.74 |
Manager | Dhaval Joshi | Shreyash Devalkar |
ISIN Code | INF209K01462 | INF846K01CH7 |
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 | Axis Focused 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 | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -1.69% | -1.68% |
6 Month | -7.42% | -8.87% |
1 Year | 6.34% | 5.06% |
3 Year | 12.53% | 4.67% |
5 Year | 14.69% | 8.69% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -4.86% | -8.6% |
3 Year | 13.98% | 7.75% |
5 Year | 15.85% | 8.76% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.97% | 14.68% |
3 Year | 12.3% | 14.5% |
5 Year | 13.39% | 13.74% |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.25% | 15.371% |
Sharp | 0.48% | -0.003% |
Beta | 0.92% | 1.001% |
Alpha | -0.92% | -8.073% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Shreyash Devalkar |
Total AUM | ₹361932 Cr | ₹166770 Cr |
Fund Manage | 55 | 14 |
Aditya Birla Sun Life Focused Equity Fund -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.17 | 5.54 |
Large Cap | 79.66 | 73.41 |
Mid Cap | 12.51 | 21.06 |
Small Cap | 2.27 | - |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.17 | 5.54 |
Petroleum Products | 4.8 | - |
IT - Software | 12.49 | 5.97 |
Construction | 4.42 | - |
Diversified FMCG | 1.61 | - |
Non - Ferrous Metals | 1.7 | - |
Banks | 23.64 | 17.55 |
Pharmaceuticals & Biotechnology | 4.3 | 4.6 |
Automobiles | 7.91 | 6.98 |
Insurance | 5.47 | - |
Agricultural Food & other Products | 2.05 | - |
Realty | 2.5 | 2.76 |
Consumer Durables | 4.26 | - |
Finance | 4.67 | 9.91 |
Telecom - Services | 5.39 | 5.7 |
Cement & Cement Products | 1.74 | 0.69 |
Power | 4.59 | 6.41 |
Beverages | 2.9 | - |
Aerospace & Defense | - | 3.02 |
Auto Components | - | 1.12 |
Retailing | - | 11.35 |
Industrial Products | - | 0.89 |
Chemicals & Petrochemicals | - | 5 |
Electrical Equipment | - | 1.34 |
Financial Technology (Fintech) | - | 3.32 |
Healthcare Services | - | 2.82 |
Fertilizers & Agrochemicals | - | 2.37 |
Transport Services | - | 2.67 |
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