Aditya Birla Sun Life Focused Equity Fund vs 360 ONE Focused Equity Fund Regular 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 | 1.23% | -1.13% |
| 6 Month | 5.35% | 2.19% |
| 1 Year | 5.94% | -0.4% |
| 3 Year | 16.13% | 14.83% |
| 5 Year | 16.22% | 16.91% |
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 | 12.33% | 13.38% |
| 3 Year | 12.7% | 16.38% |
| 5 Year | 13.94% | 18.17% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.26% | 12.00% |
| Sharp | 0.72% | 0.69% |
| Beta | 0.91% | 0.87% |
| Alpha | 0.98% | 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 | 12.98 | 13.5 |
| Large Cap | 77.12 | 64.89 |
| Mid Cap | 7.85 | 10.23 |
| Small Cap | 2.05 | 11.38 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 3.31 | 5.55 |
| Energy | 6.1 | 2.12 |
| Technology | 13.41 | 6.85 |
| Industrials | 8.78 | 19.67 |
| Basic Materials | 5.22 | 4.67 |
| Financial Services | 29.8 | 34.17 |
| Healthcare | 2.43 | 3.31 |
| Consumer Cyclical | 16.24 | 12.95 |
| Consumer Defensive | 4.44 | - |
| Real Estate | 2.85 | - |
| Communication Services | 4.4 | 10.7 |
| Utilities | 3.01 | - |
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