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) | ₹7774 Cr | ₹7400 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 | 3.3% | 1.8% |
6 Month | 4.66% | 2.84% |
1 Year | 6.55% | -0.91% |
3 Year | 20.19% | 21.71% |
5 Year | 20.93% | 23.39% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
6 Month | 10.11% | 8.34% |
1 Year | 14.01% | 7.35% |
3 Year | 19.59% | 17.26% |
5 Year | 17.71% | 17.73% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
1 Year | 12.74% | 15.15% |
3 Year | 12.42% | 16.3% |
5 Year | 13.62% | 17.73% |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Standard Deviation | 12.25% | 13.28% |
Sharp | 0.83% | 0.93% |
Beta | 0.9% | 0.88% |
Alpha | -0.11% | 2.37% |
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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 | 4.83 | 6.31 |
Large Cap | 80.57 | 66.62 |
Mid Cap | 11.95 | 12.52 |
Small Cap | 1.88 | 14.55 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
360 ONE Focused Fund Regular-Growth |
---|---|---|
Others | 4.83 | 4.83 |
Petroleum Products | 5.78 | - |
IT - Software | 12.54 | - |
Construction | 4.1 | - |
Non - Ferrous Metals | 2.56 | - |
Banks | 21.81 | - |
Pharmaceuticals & Biotechnology | 2.75 | - |
Automobiles | 7.64 | - |
Insurance | 4.87 | - |
Agricultural Food & other Products | 1.6 | - |
Realty | 2.47 | - |
Consumer Durables | 4.22 | - |
Finance | 5.17 | - |
Telecom - Services | 4.46 | - |
Cement & Cement Products | 1.86 | - |
Power | 3.36 | - |
Transport Infrastructure | 2.29 | - |
Retailing | 3.97 | - |
Beverages | 2.95 | - |
Communication Services | - | 10.51 |
Technology | - | 8.21 |
Industrials | - | 15.08 |
Financial Services | - | 30.23 |
Healthcare | - | 6.54 |
Consumer Cyclical | - | 15.17 |
Energy | - | 1.28 |
Basic Materials | - | 5.84 |
Consumer Defensive | - | 1.37 |
Utilities | - | 0.93 |
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