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) | ₹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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