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 | ₹7400 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 | -0.57% | 0.04% |
6 Month | 6.04% | 7.16% |
1 Year | 5.13% | -1.59% |
3 Year | 18.57% | 20.33% |
5 Year | 20.24% | 23.05% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
6 Month | 6.93% | 6.42% |
1 Year | 9.52% | 6.09% |
3 Year | 17.19% | 15.73% |
5 Year | 16.24% | 16.76% |
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 | 12.76% | 12.84% |
Sharp | 1.04% | 1.13% |
Beta | 0.89% | 0.88% |
Alpha | 0.62% | 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 | 11.8 | 6.31 |
Large Cap | 77.93 | 66.62 |
Mid Cap | 8.39 | 12.52 |
Small Cap | 1.88 | 14.55 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
360 ONE Focused Fund Regular-Growth |
---|---|---|
Others | 5.6 | 4.83 |
Energy | 5.78 | 1.28 |
Technology | 12.54 | 8.21 |
Industrials | 6.39 | 15.08 |
Basic Materials | 4.42 | 5.84 |
Financial Services | 31.85 | 30.23 |
Healthcare | 2.75 | 6.54 |
Consumer Cyclical | 15.83 | 15.17 |
Consumer Defensive | 4.55 | 1.37 |
Real Estate | 2.47 | - |
Communication Services | 4.46 | 10.51 |
Utilities | 3.36 | 0.93 |
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