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Aditya Birla Sun Life Focused Equity Fund vs 360 ONE Focused Equity Fund Regular compare

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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tortoise-icon 360 ONE Focused Fund Regular-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 6.45% 4.18%
6 Month 8.11% 7.1%
1 Year 6.18% 2.75%
3 Year 16.8% 16.59%
5 Year 19.33% 20.66%

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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