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) | ₹7731 Cr | ₹2595 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 | -2.58% | -4.25% |
6 Month | 7.72% | 7.17% |
1 Year | 2.25% | 1.15% |
3 Year | 14.62% | 15.97% |
5 Year | 18.6% | 18.12% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.71% | -0.41% |
1 Year | 2.61% | -0.78% |
3 Year | 14.08% | 15.14% |
5 Year | 14.29% | 14.68% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.63% | 10.15% |
3 Year | 12.49% | 13.28% |
5 Year | 13.73% | 12.78% |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.47% | 13.28% |
Sharp | 0.74% | 0.87% |
Beta | 0.91% | 0.89% |
Alpha | 0.11% | 2.56% |
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 | 12.95 | 20.43 |
Large Cap | 77.58 | 47.42 |
Mid Cap | 7.44 | 13.27 |
Small Cap | 2.04 | 18.88 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 4.42 | 6.78 |
Energy | 5.69 | 3.64 |
Technology | 13.55 | 13.07 |
Industrials | 6.28 | 5.46 |
Basic Materials | 4.82 | 10.01 |
Financial Services | 30.55 | 34.68 |
Healthcare | 2.82 | 8.5 |
Consumer Cyclical | 17.14 | 7.05 |
Consumer Defensive | 4.32 | 2.12 |
Real Estate | 2.4 | 3.32 |
Communication Services | 4.62 | 3.35 |
Utilities | 3.38 | 2.01 |
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