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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) ₹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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