Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon DSP Focused Fund - Regular Plan - Growth

Invest Now

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) ₹7620 Cr ₹2513 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 0.32% 0.06%
6 Month 12.17% 9.5%
1 Year -0.13% -1.74%
3 Year 17.05% 18.33%
5 Year 18.23% 17.8%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option DSP Focused Fund - Regular Plan - Growth
6 Month 1.11% 1.34%
1 Year 9.72% 9.28%
3 Year 14.61% 16.36%
5 Year 14.3% 15.23%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option DSP Focused Fund - Regular Plan - Growth
1 Year 12.49% 9.86%
3 Year 12.57% 13.48%
5 Year 13.8% 12.95%

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 0.79% 0.81%
Beta 0.91% 0.92%
Alpha 0.09% 1.13%

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 13.02 18.51
Large Cap 77.12 50.83
Mid Cap 7.84 12.82
Small Cap 2.01 17.84

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

DSP Focused Fund - Regular Plan - Growth

Others 4.55 5.78
Energy 5.89 3.54
Technology 14.04 12.35
Industrials 6.24 6.1
Basic Materials 5.04 7.42
Financial Services 28.37 38.65
Healthcare 2.42 8.62
Consumer Cyclical 18.71 6.77
Consumer Defensive 4.3 2.24
Real Estate 2.7 3.34
Communication Services 4.63 3.29
Utilities 3.1 1.91

Top Comparisons

ICICI Prudential Infrastructure Fund - Growth ICICI Prudential Infrastructure Fund - Growth

3Y Returns29.13%

VS

DSP India T.I.G.E.R. Fund - Regular Plan - Growth DSP India T.I.G.E.R. Fund - Regular Plan - Growth

3Y Returns26.76%

Compare Now

Kotak Bond Fund (G) Kotak Bond Fund (G)

3Y Returns7.3%

VS

Kotak Bond Fund - Regular Plan Growth Kotak Bond Fund - Regular Plan Growth

3Y Returns7.3%

Compare Now

Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth

3Y Returns16.24%

VS

Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth

3Y Returns14.19%

Compare Now

ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH

3Y Returns0%

VS

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

3Y Returns24.27%

Compare Now
Add to Cart Successfully