360 ONE Focused Equity Fund Regular vs Aditya Birla Sun Life Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
360 ONE Focused Fund Regular-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹8211 Cr | ₹7364 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Oct 2005 | 24 Oct 2014 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 45% | % |
| Expense Ratio | 1.82 | 1.78 |
| Manager | Dhaval Joshi | Mayur Patel |
| ISIN Code | INF209K01462 | INF579M01878 |
| 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 | 360 ONE Focused Equity 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 | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Month | 0.52% | -1.48% |
| 6 Month | 4.8% | 1.89% |
| 1 Year | 6.96% | 0.6% |
| 3 Year | 16.28% | 14.88% |
| 5 Year | 15.64% | 16.16% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | 4.83% | 0.84% |
| 1 Year | 18.68% | 9.58% |
| 3 Year | 16.11% | 11.6% |
| 5 Year | 15.06% | 13.54% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 12.29% | 13.35% |
| 3 Year | 12.71% | 16.35% |
| 5 Year | 13.97% | 18.13% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.25% | 12.00% |
| Sharp | 0.79% | 0.69% |
| Beta | 0.91% | 0.87% |
| Alpha | 0.65% | 0.72% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Name | Dhaval Joshi | Mayur Patel |
| Total AUM | ₹361932 Cr | ₹6984 Cr |
| Funds Managed | 55 | 3 |
| Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 14.12 | 14.01 |
| Large Cap | 76.43 | 68.08 |
| Mid Cap | 7.91 | 9.3 |
| Small Cap | 1.54 | 8.61 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 3.88 | 2.31 |
| Energy | 6.31 | 2 |
| Technology | 14.14 | 6.74 |
| Industrials | 9.04 | 21.23 |
| Basic Materials | 4.39 | 3.83 |
| Financial Services | 29.85 | 36.2 |
| Healthcare | 2.58 | 2.14 |
| Consumer Cyclical | 15.22 | 13.86 |
| Consumer Defensive | 4.41 | - |
| Real Estate | 2.89 | - |
| Communication Services | 4.42 | 11.69 |
| Utilities | 2.87 | - |
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