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 | 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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