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) | ₹7649 Cr | ₹7280 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 | 4.84% | 2.81% |
| 6 Month | 7.35% | 6.27% |
| 1 Year | 5.98% | 1.88% |
| 3 Year | 16.15% | 15.78% |
| 5 Year | 19.15% | 20.46% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | 3.4% | 2.43% |
| 1 Year | 14.14% | 11.14% |
| 3 Year | 16.18% | 13.85% |
| 5 Year | 15.32% | 15.14% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 12.49% | 14.04% |
| 3 Year | 12.57% | 16.38% |
| 5 Year | 13.8% | 18.1% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.25% | 12.14% |
| Sharp | 0.79% | 0.78% |
| Beta | 0.91% | 0.88% |
| Alpha | 0.09% | 1.18% |
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 | 13.75 | 10.67 |
| Large Cap | 76.87 | 66.9 |
| Mid Cap | 7.54 | 9.71 |
| Small Cap | 1.84 | 12.72 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 4.88 | 2.95 |
| Energy | 5.9 | 2.02 |
| Technology | 13.64 | 7.17 |
| Industrials | 6.82 | 18.53 |
| Basic Materials | 5.19 | 5.19 |
| Financial Services | 29.04 | 33.31 |
| Healthcare | 2.41 | 4.02 |
| Consumer Cyclical | 17.47 | 16.68 |
| Consumer Defensive | 4.42 | - |
| Real Estate | 2.78 | - |
| Communication Services | 4.24 | 10.12 |
| Utilities | 3.21 | - |
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