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

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

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

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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) ₹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 5.07% 8.41%
6 Month -6.38% -4.91%
1 Year 9.51% 6.75%
3 Year 13.32% 6.57%
5 Year 21.36% 16.31%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Axis Focused Fund - Regular Plan - Growth Option
6 Month 0.22% 2.21%
1 Year -2.01% 0.44%
3 Year 15.25% 11.83%
5 Year 15.66% 10.14%

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 0.89% 0.984%
Alpha -0.05% -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 1.63 6.92
Large Cap 84.34 74.02
Mid Cap 12.27 19.06
Small Cap 1.58 -

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Axis Focused Fund - Regular Plan - Growth Option

Others 1.63 6.92
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 -
Financial Services - 33.08
Industrials - 8.32
Consumer Cyclical - 11.66
Consumer Defensive - 1.11
Basic Materials - 6.1
Healthcare - 9.35
Communication Services - 8.65
Technology - 7.04
Real Estate - 2.84
Utilities - 4.95

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