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) | ₹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 |
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