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

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

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Aditya Birla Sun Life Focused Equity Fund -Growth Option

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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)	₹8209 Cr	₹7229 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	-1.17%	-2.92%
6 Month	5.67%	-1.48%
1 Year	13.59%	7.94%
3 Year	17.65%	15.43%
5 Year	15.19%	15.02%

SIP Return Analysis

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	360 ONE Focused Fund Regular-Growth
6 Month	-0.09%	-4.64%
1 Year	6.73%	-5.29%
3 Year	12.77%	6.65%
5 Year	13.47%	10.92%

Rolling Lumpsum Returns

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	360 ONE Focused Fund Regular-Growth
1 Year	12.24%	13.09%
3 Year	12.74%	16.32%
5 Year	14.02%	18.08%

Risk Management

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	360 ONE Focused Fund Regular-Growth
Standard Deviation	12.25%	12.65%
Sharp	0.91%	0.84%
Beta	0.9%	0.87%
Alpha	1.16%	0.44%

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	14.21	19.3
Large Cap	76.31	62.46
Mid Cap	8.19	10.52
Small Cap	1.29	7.73

Sector Allocation

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	360 ONE Focused Fund Regular-Growth
Others	4.79	4.43
Energy	6.67	1.99
Technology	13.56	7.85
Industrials	8.94	15.87
Basic Materials	4.72	4.5
Financial Services	29.48	31.83
Healthcare	2.43	2.15
Consumer Cyclical	14.86	18.48
Consumer Defensive	4.14	1.36
Real Estate	3.09	-
Communication Services	4.43	11.55
Utilities	2.89	-

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