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) | ₹8055 Cr | ₹7593 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 | -3.22% | -1.42% |
6 Month | 7.44% | 8.28% |
1 Year | 0.6% | -4.69% |
3 Year | 16.27% | 17.98% |
5 Year | 19.18% | 22% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
6 Month | 2.86% | 4.79% |
1 Year | 3.82% | 5.84% |
3 Year | 15.7% | 15.67% |
5 Year | 15.48% | 16.75% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
1 Year | 12.74% | 15.15% |
3 Year | 12.42% | 16.3% |
5 Year | 13.62% | 17.73% |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Standard Deviation | 12.25% | 12.84% |
Sharp | 1.12% | 1.13% |
Beta | 0.89% | 0.88% |
Alpha | 0.33% | 2.06% |
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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 | 13.4 | 13.06 |
Large Cap | 75.86 | 63.29 |
Mid Cap | 8.69 | 9.3 |
Small Cap | 2.05 | 14.36 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
360 ONE Focused Fund Regular-Growth |
---|---|---|
Others | 4.23 | 5.88 |
Energy | 5.89 | 1.83 |
Technology | 13.86 | 7.22 |
Industrials | 6.19 | 15.63 |
Basic Materials | 4.64 | 4.19 |
Financial Services | 31.19 | 31.62 |
Healthcare | 2.65 | 6.39 |
Consumer Cyclical | 16.8 | 13.58 |
Consumer Defensive | 4.2 | 1.31 |
Real Estate | 2.43 | - |
Communication Services | 4.66 | 11.45 |
Utilities | 3.25 | 0.91 |
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