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

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Aditya Birla Sun Life Focused Equity Fund -Growth Option

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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)	₹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

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	DSP Focused Fund - Regular Plan - Growth
1 Month	1.5%	1.67%
6 Month	6.4%	5.09%
1 Year	6.31%	4.58%
3 Year	15.43%	17.77%
5 Year	16.53%	15.97%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	DSP Focused Fund - Regular Plan - Growth
6 Month	5.39%	4.2%
1 Year	18.51%	15.27%
3 Year	16.64%	17.37%
5 Year	15.54%	15.98%

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%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	DSP Focused Fund - Regular Plan - Growth
Standard Deviation	12.25%	14.04%
Sharp	0.82%	0.82%
Beta	0.91%	0.92%
Alpha	0.37%	1.15%

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

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	DSP Focused Fund - Regular Plan - Growth
Others	2.57	6.87
Large Cap	82.97	54.62
Mid Cap	11.68	18.62
Small Cap	2.05	19.13

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	DSP Focused Fund - Regular Plan - Growth
Others	2.57	6.87
Petroleum Products	6.1	3.9
IT - Software	13.41	9.58
Construction	4.34	-
Non - Ferrous Metals	3.31	-
Banks	20.5	20.27
Pharmaceuticals & Biotechnology	2.43	5.26
Automobiles	5.64	1.62
Insurance	3.48	3.57
Consumer Durables	6.06	4.4
Agricultural Food & other Products	1.82	-
Realty	2.85	3.57
Finance	5.83	15.07
Telecom - Services	4.4	4.01
Cement & Cement Products	1.91	-
Power	3.01	-
Transport Infrastructure	2.92	-
Retailing	6.07	-
Beverages	2.62	-
Capital Markets	-	1.42
Gas	-	1.92
Industrial Products	-	6.39
Fertilizers & Agrochemicals	-	2.56
Leisure Services	-	1.87
Healthcare Services	-	2.43
Food Products	-	2.07
Auto Components	-	2.46