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) ₹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 0.22% 2.24%
6 Month 3.05% 2.1%
1 Year 21.35% 16.08%
3 Year 15.16% 5.28%
5 Year 16.36% 11.51%

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 11.08% 10.45%
3 Year 19.16% 13.52%
5 Year 19.01% 12.55%

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 0.66% 0.22%
Beta 0.93% 1.05%
Alpha -0.79% -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 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

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