Axis Focused Fund vs Aditya Birla Sun Life Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7774 Cr | ₹12350 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 24 Oct 2005 | 29 Jun 2012 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 45% | 180% |
Expense Ratio | 1.82 | 1.74 |
Manager | Dhaval Joshi | Shreyash Devalkar |
ISIN Code | INF209K01462 | INF846K01CH7 |
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 | Axis Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.74% | 2.1% |
6 Month | -0.53% | -1.86% |
1 Year | 8.2% | 5.34% |
3 Year | 19.7% | 13.96% |
5 Year | 21.67% | 15.78% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 7.31% | 7.56% |
1 Year | 7.89% | 7.33% |
3 Year | 17.25% | 13.11% |
5 Year | 16.37% | 10.46% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.74% | 14.14% |
3 Year | 12.42% | 14.35% |
5 Year | 13.62% | 13.84% |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.68% | 15.748% |
Sharp | 0.86% | -0.086% |
Beta | 0.89% | 0.984% |
Alpha | 0.23% | -7.923% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Shreyash Devalkar |
Total AUM | ₹361932 Cr | ₹166770 Cr |
Funds Managed | 55 | 14 |
Aditya Birla Sun Life Focused Equity Fund -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.82 | 6.92 |
Large Cap | 82.09 | 74.02 |
Mid Cap | 12.34 | 19.06 |
Small Cap | 1.96 | - |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.82 | 6.92 |
Petroleum Products | 5.85 | - |
IT - Software | 11.91 | - |
Construction | 4.15 | - |
Non - Ferrous Metals | 2.59 | - |
Banks | 22.48 | - |
Pharmaceuticals & Biotechnology | 3.08 | - |
Automobiles | 7.36 | - |
Insurance | 5.66 | - |
Agricultural Food & other Products | 2.38 | - |
Realty | 2.74 | - |
Consumer Durables | 4.06 | - |
Finance | 5.02 | - |
Telecom - Services | 4.58 | - |
Cement & Cement Products | 1.97 | - |
Power | 3.65 | - |
Transport Infrastructure | 1.99 | - |
Retailing | 3.81 | - |
Beverages | 3.11 | - |
Financial Services | - | 33.08 |
Industrials | - | 8.32 |
Consumer Cyclical | - | 11.66 |
Consumer Defensive | - | 1.11 |
Basic Materials | - | 6.1 |
Healthcare | - | 9.35 |
Communication Services | - | 8.65 |
Technology | - | 7.04 |
Real Estate | - | 2.84 |
Utilities | - | 4.95 |
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