Axis Focused Fund vs Aditya Birla Sun Life Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

Invest Now

tortoise-icon Axis Focused Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Very High
Asset Size (Cr) ₹7729 Cr ₹13356 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 1.73
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 -3.6% -5.91%
6 Month -4.88% -4.97%
1 Year 12.08% 9.22%
3 Year 11.91% 3.4%
5 Year 15.26% 9.95%

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 3.77% -0.38%
3 Year 16.85% 10.19%
5 Year 17.49% 10.38%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Axis Focused Fund - Regular Plan - Growth Option
1 Year 12.77% 14.58%
3 Year 12.19% 14.67%
5 Year 13.25% 14.05%

Risk Management

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation 12.25% 15.43%
Sharp 0.52% 0.22%
Beta 0.93% 1.05%
Alpha -0.95% -10.87%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns23.15%

VS

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

3Y Returns12.63%

Compare Now

Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

PGIM India Retirement Fund - Regular (G) PGIM India Retirement Fund - Regular (G)

3Y Returns0%

Compare Now

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns6.72%

VS

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns6.72%

Compare Now

HDFC Multi-Asset Fund - Growth Option HDFC Multi-Asset Fund - Growth Option

3Y Returns11.35%

VS

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns16.55%

Compare Now
Request call back
Add to Cart Successfully