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) | ₹7774 Cr | ₹2576 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 | 1.74% | 1.93% |
6 Month | -0.53% | -0.82% |
1 Year | 8.2% | 7.92% |
3 Year | 19.7% | 22.81% |
5 Year | 21.67% | 21.38% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 7.31% | 7.07% |
1 Year | 7.89% | 7.18% |
3 Year | 17.25% | 19.63% |
5 Year | 16.37% | 17.31% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.74% | 10.41% |
3 Year | 12.42% | 13.08% |
5 Year | 13.62% | 12.62% |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.68% | 13.79% |
Sharp | 0.86% | 0.98% |
Beta | 0.89% | 0.95% |
Alpha | 0.23% | 2.16% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 2.82 | 10.57 |
Large Cap | 82.09 | 55.76 |
Mid Cap | 12.34 | 16.7 |
Small Cap | 1.96 | 16.97 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 2.82 | 10.57 |
Petroleum Products | 5.85 | 3.62 |
IT - Software | 11.91 | 9.16 |
Construction | 4.15 | - |
Non - Ferrous Metals | 2.59 | 1.57 |
Banks | 22.48 | 16.38 |
Pharmaceuticals & Biotechnology | 3.08 | 6.92 |
Automobiles | 7.36 | 2.19 |
Insurance | 5.66 | 3.53 |
Agricultural Food & other Products | 2.38 | - |
Realty | 2.74 | 3.77 |
Consumer Durables | 4.06 | 2.62 |
Finance | 5.02 | 14.03 |
Telecom - Services | 4.58 | 3.3 |
Cement & Cement Products | 1.97 | - |
Power | 3.65 | - |
Transport Infrastructure | 1.99 | - |
Retailing | 3.81 | - |
Beverages | 3.11 | - |
Capital Markets | - | 1.23 |
Gas | - | 2.12 |
Industrial Products | - | 7.02 |
Fertilizers & Agrochemicals | - | 3.4 |
Leisure Services | - | 1.8 |
Healthcare Services | - | 2.38 |
Food Products | - | 2.46 |
Auto Components | - | 1.93 |
Top Comparisons
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option
3Y Returns0%
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
3Y Returns7.62%
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns7.44%
SBI Dynamic Bond Fund - Regular Plan - Growth
3Y Returns8.13%
ICICI Prudential Thematic Advantage Fund (FOF) - Growth
3Y Returns23.17%
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth
3Y Returns24.07%
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns6.21%
HSBC Medium Duration Fund - Regular Growth
3Y Returns7.97%