DSP Focus Fund vs Aditya Birla Sun Life Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
DSP Focus Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focus Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low to Moderate |
Asset Size (Cr) | ₹7354 Cr | ₹2393 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 24 Oct 2005 | 10 Jun 2010 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 45% | 31% |
Expense Ratio | 1.82 | 2.03 |
Manager | Dhaval Joshi | Vinit Sambre |
ISIN Code | INF209K01462 | INF740K01532 |
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 | DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
1 Month | -2.1% | -1.39% |
6 Month | -10.04% | -11.25% |
1 Year | 3.81% | 10.25% |
3 Year | 13.58% | 15.66% |
5 Year | 17.44% | 16.77% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
6 Month | -7.87% | -7.59% |
1 Year | -11.3% | -9.66% |
3 Year | 12.09% | 15.12% |
5 Year | 14.19% | 15.28% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.97% | 10.03% |
3 Year | 12.3% | 12.82% |
5 Year | 13.39% | 12.41% |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.25% | 14.04% |
Sharp | 0.46% | 0.55% |
Beta | 0.9% | 0.96% |
Alpha | 0.01% | 1.69% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Name | Dhaval Joshi | Vinit Sambre |
Total AUM | ₹361932 Cr | ₹31142 Cr |
Fund Manage | 55 | 3 |
Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focus Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Others | 4.66638 | 6.06995 |
Large Cap | 81.6157 | 54.70347 |
Mid Cap | 11.88893 | 20.33682 |
Small Cap | 1.82895 | 18.88977 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Others | 1.68596 | 6.06995 |
Energy | 5.44155 | 3.14572 |
Technology | 12.96748 | 10.99794 |
Industrials | 4.5773 | 6.39051 |
Consumer Defensive | 7.51964 | 2.50071 |
Basic Materials | 4.1487 | 10.1779 |
Financial Services | 31.56661 | 30.60019 |
Healthcare | 3.49544 | 12.14863 |
Consumer Cyclical | 16.43838 | 9.10877 |
Real Estate | 2.79434 | 3.83467 |
Communication Services | 5.53411 | 2.97413 |
Utilities | 3.83045 | 2.05089 |
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