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

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Aditya Birla Sun Life Focused Equity Fund -Growth Option

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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)	₹7649 Cr	₹12257 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

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Axis Focused Fund - Regular Plan - Growth Option
1 Month	3.01%	1.18%
6 Month	6.84%	5.6%
1 Year	4.06%	2.89%
3 Year	15.84%	10.6%
5 Year	17.83%	11.77%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Axis Focused Fund - Regular Plan - Growth Option
6 Month	4.72%	2.99%
1 Year	15.75%	12.67%
3 Year	16.13%	12.88%
5 Year	15.17%	9.69%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Axis Focused Fund - Regular Plan - Growth Option
1 Year	12.49%	13.08%
3 Year	12.57%	14.22%
5 Year	13.8%	13.94%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation	12.25%	13.40%
Sharp	0.79%	0.37%
Beta	0.91%	0.92%
Alpha	0.09%	-3.77%

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

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Axis Focused Fund - Regular Plan - Growth Option
Large Cap	86.2	66.71
Mid Cap	11.16	18.03
Small Cap	1.84	0.95
Others	-	14.31

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Axis Focused Fund - Regular Plan - Growth Option
Others	4.1	4.84
Petroleum Products	5.9	-
IT - Software	13.64	-
Construction	4.15	-
Non - Ferrous Metals	3.13	-
Banks	20.43	-
Pharmaceuticals & Biotechnology	2.41	-
Automobiles	6.58	-
Insurance	3.36	-
Agricultural Food & other Products	1.86	-
Realty	2.78	-
Consumer Durables	4.4	-
Finance	5.24	-
Telecom - Services	4.24	-
Cement & Cement Products	2.06	-
Power	3.21	-
Transport Infrastructure	2.67	-
Retailing	6.48	-
Beverages	2.56	-
Technology	-	4.65
Healthcare	-	11.62
Financial Services	-	33.39
Industrials	-	11.87
Consumer Cyclical	-	13.53
Consumer Defensive	-	1.35
Basic Materials	-	3.74
Communication Services	-	8.58
Real Estate	-	3.41
Utilities	-	3.03