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)	₹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

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	360 ONE Focused Fund Regular-Growth
1 Month	3.01%	1.13%
6 Month	6.84%	6.13%
1 Year	4.06%	-0.11%
3 Year	15.84%	15.48%
5 Year	17.83%	19.04%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	360 ONE Focused Fund Regular-Growth
6 Month	4.72%	3.22%
1 Year	15.75%	11.5%
3 Year	16.13%	13.23%
5 Year	15.17%	14.65%

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%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	360 ONE Focused Fund Regular-Growth
Standard Deviation	12.25%	12.02%
Sharp	0.79%	0.74%
Beta	0.91%	0.87%
Alpha	0.09%	0.72%

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

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	360 ONE Focused Fund Regular-Growth
Large Cap	86.2	66.9
Mid Cap	11.16	9.71
Small Cap	1.84	12.72
Others	-	10.67

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	360 ONE Focused Fund Regular-Growth
Others	4.1	2.95
Petroleum Products	5.9	-
IT - Software	13.64	-
Construction	4.15	-
Non - Ferrous Metals	3.13	-
Banks	20.43	-
Pharmaceuticals & Biotechnology	2.41	-
Automobiles	6.58	-
Insurance	3.36	-
Agricultural Food & other Products	1.86	-
Realty	2.78	-
Consumer Durables	4.4	-
Finance	5.24	-
Telecom - Services	4.24	-
Cement & Cement Products	2.06	-
Power	3.21	-
Transport Infrastructure	2.67	-
Retailing	6.48	-
Beverages	2.56	-
Communication Services	-	10.12
Technology	-	7.17
Industrials	-	18.53
Financial Services	-	33.31
Healthcare	-	4.02
Consumer Cyclical	-	16.68
Energy	-	2.02
Basic Materials	-	5.19