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Axis Focused Fund vs Aditya Birla Sun Life Focused Equity Fund compare

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

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tortoise-icon Axis Focused Fund - Regular Plan - Growth Option

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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 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) ₹8055 Cr ₹13025 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 -3.59% -2.21%
6 Month 6.03% 8.7%
1 Year -0.17% 1.72%
3 Year 16.05% 10.28%
5 Year 19.02% 14.1%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Axis Focused Fund - Regular Plan - Growth Option
6 Month 2.86% 5.54%
1 Year 3.82% 8.92%
3 Year 15.7% 13.76%
5 Year 15.48% 10.77%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Axis Focused Fund - Regular Plan - Growth Option
1 Year 12.63% 13.51%
3 Year 12.49% 14.29%
5 Year 13.73% 14.05%

Risk Management

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation 12.25% 15.01%
Sharp 1.12% 0.61%
Beta 0.89% 0.97%
Alpha 0.33% -4.68%

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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 13.4 13.46
Large Cap 75.86 68.88
Mid Cap 8.69 17.66
Small Cap 2.05 -

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Axis Focused Fund - Regular Plan - Growth Option

Others 4.23 3.99
Energy 5.89 -
Technology 13.86 5.39
Industrials 6.19 10.43
Basic Materials 4.64 4.66
Financial Services 31.19 35.03
Healthcare 2.65 9.89
Consumer Cyclical 16.8 12.5
Consumer Defensive 4.2 1.33
Real Estate 2.43 3.52
Communication Services 4.66 9.31
Utilities 3.25 3.94

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