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Aditya Birla Sun Life Focused Equity Fund vs DSP Focus Fund compare

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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tortoise-icon DSP Focused Fund - Regular Plan - 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 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) ₹8209 Cr ₹2687 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 -0.93% -1.88%
6 Month 4.84% -0.16%
1 Year 12.63% 9.5%
3 Year 17.5% 19.22%
5 Year 15.48% 14.22%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option DSP Focused Fund - Regular Plan - Growth
6 Month 3.71% 2.37%
1 Year 15.79% 11.2%
3 Year 14.82% 14.36%
5 Year 14.6% 14.63%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option DSP Focused Fund - Regular Plan - Growth
1 Year 12.24% 9.41%
3 Year 12.74% 13.9%
5 Year 14.02% 13.21%

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 0.91% 1%
Beta 0.9% 0.92%
Alpha 1.16% 3.11%

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 14.21 19.2
Large Cap 76.31 54.25
Mid Cap 8.19 12.86
Small Cap 1.29 13.7

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

DSP Focused Fund - Regular Plan - Growth

Others 4.79 6.72
Energy 6.67 3.53
Technology 13.56 11.34
Industrials 8.94 5.63
Basic Materials 4.72 5.49
Financial Services 29.48 41.96
Healthcare 2.43 7.47
Consumer Cyclical 14.86 5.67
Consumer Defensive 4.14 2.21
Real Estate 3.09 3.86
Communication Services 4.43 4.36
Utilities 2.89 1.78

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