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) ₹7642 Cr ₹13882 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Oct 2005 02 May 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 1.72
Manager Dhaval Joshi Shreyash Devalkar
ISIN Code INF209K01462 INF846K01CH7
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Axis Focused Fund - Regular Plan - Growth Option
1 Month -5.82% 2.69%
6 Month 10.78% 17.53%
1 Year 37.23% 32.15%
3 Year 13.8% 6.95%
5 Year 17.63% 14.73%

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 15.15% 13.1%
3 Year 33.2% 20.06%
5 Year 62.4% 38.42%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Axis Focused Fund - Regular Plan - Growth Option
1 Year 12.75% 14.42%
3 Year 12.27% 14.69%
5 Year 13.25% 14.1%

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 0.77% 0.22%
Beta 0.93% 1.05%
Alpha -0.71% -10.87%

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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 3.32 2.25
Large Cap 82.9 79.33
Mid Cap 11.95 18.31
Small Cap 1.84 0.1

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Axis Focused Fund - Regular Plan - Growth Option

Others 2.93 2.25
Communication 5.74 -
Energy 9.17 -
Technology 10.52 -
Materials 3.82 -
Construction 9.13 -
Consumer Staples 6.37 -
Financial 33.34 -
Healthcare 4.04 -
Automobile 8.17 -
Insurance 2.78 -
Consumer Discretionary 4 -
Petroleum Products - 5.04
Banks - 13.06
Aerospace & Defense - 3.28
Auto Components - 3.08
Cement & Cement Products - 2.2
Automobiles - 7.41
Finance - 15.68
Retailing - 10.69
Industrial Products - 0.77
Chemicals & Petrochemicals - 6.09
Pharmaceuticals & Biotechnology - 3.45
Telecom - Services - 4.59
Healthcare Services - 2.64
IT - Software - 6.12
Food Products - 0.1
Fertilizers & Agrochemicals - 1.93
Transport Services - 2.01
Realty - 2.38
Power - 7.22

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