Aditya Birla Sun Life Focused Equity Fund vs DSP Focus Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
DSP Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹8062 Cr | ₹2638 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 24 Oct 2005 | 10 Jun 2010 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 45% | 31% |
| Expense Ratio | 1.82 | 2.04 |
| Manager | Dhaval Joshi | Vinit Sambre |
| ISIN Code | INF209K01462 | INF740K01532 |
| 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 | DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.23% | 1.81% |
| 6 Month | 5.35% | 3.89% |
| 1 Year | 5.94% | 3.27% |
| 3 Year | 16.13% | 18.59% |
| 5 Year | 16.22% | 15.94% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.54% | 4.33% |
| 1 Year | 19.55% | 15.66% |
| 3 Year | 16.4% | 16.94% |
| 5 Year | 15.3% | 15.67% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.33% | 9.63% |
| 3 Year | 12.7% | 13.75% |
| 5 Year | 13.94% | 13.13% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.25% | 14.04% |
| Sharp | 0.79% | 0.89% |
| Beta | 0.91% | 0.94% |
| Alpha | 0.65% | 2.58% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Vinit Sambre |
| Total AUM | ₹361932 Cr | ₹31142 Cr |
| Funds Managed | 55 | 3 |
| Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 12.98 | 18.71 |
| Large Cap | 77.12 | 52.43 |
| Mid Cap | 7.85 | 12.14 |
| Small Cap | 2.05 | 16.72 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.31 | 7.61 |
| Energy | 6.1 | 3.9 |
| Technology | 13.41 | 11.39 |
| Industrials | 8.78 | 6.39 |
| Basic Materials | 5.22 | 5.16 |
| Financial Services | 29.8 | 40.34 |
| Healthcare | 2.43 | 7.7 |
| Consumer Cyclical | 16.24 | 5.95 |
| Consumer Defensive | 4.44 | 2.07 |
| Real Estate | 2.85 | 3.57 |
| Communication Services | 4.4 | 4.01 |
| Utilities | 3.01 | 1.92 |
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