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 | Very High |
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 | 6.03% | 7.45% |
6 Month | -11.12% | -11.89% |
1 Year | 8.89% | 3.97% |
3 Year | 13.89% | 6.4% |
5 Year | 23.26% | 16.37% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -3.29% | -2.96% |
1 Year | -4.63% | -5.41% |
3 Year | 15.02% | 10.15% |
5 Year | 15.85% | 9.5% |
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% | 15.748% |
Sharp | 0.46% | -0.086% |
Beta | 0.9% | 0.984% |
Alpha | 0.01% | -7.923% |
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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 |
Funds Managed | 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 | 4.67 | 6.92 |
Large Cap | 81.62 | 74.02 |
Mid Cap | 11.89 | 19.06 |
Small Cap | 1.83 | - |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.69 | 6.92 |
Energy | 5.44 | - |
Technology | 12.97 | 7.04 |
Industrials | 4.58 | 8.32 |
Consumer Defensive | 7.52 | 1.11 |
Basic Materials | 4.15 | 6.1 |
Financial Services | 31.57 | 33.08 |
Healthcare | 3.5 | 9.35 |
Consumer Cyclical | 16.44 | 11.66 |
Real Estate | 2.79 | 2.84 |
Communication Services | 5.53 | 8.65 |
Utilities | 3.83 | 4.95 |
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