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

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)	₹7642 Cr	₹13882 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	05 Oct 2005	02 May 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	1.72
Manager	Dhaval Joshi	Shreyash Devalkar
ISIN Code	INF209K01462	INF846K01CH7
Exits Load	Exit load of 1%, if redeemed within 90 days./365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Axis Focused Fund - Regular Plan - Growth Option
1 Month	1.08%	2.69%
6 Month	14.23%	17.53%
1 Year	36.28%	32.15%
3 Year	14.69%	6.95%
5 Year	19.51%	14.73%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Axis Focused Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	15.15%	13.1%
3 Year	33.2%	20.06%
5 Year	62.4%	38.42%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Axis Focused Fund - Regular Plan - Growth Option
1 Year	19.79%	15.01%
3 Year	47.91%	28.22%
5 Year	69.28%	41.51%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation	12.25%	15.43%
Sharp	0.77%	0.22%
Beta	0.93%	1.05%
Alpha	-0.71%	-10.87%

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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
Fund Manage	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
Others	3.32	2.25
Large Cap	82.9	79.33
Mid Cap	11.95	18.31
Small Cap	1.84	0.1

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Axis Focused Fund - Regular Plan - Growth Option
Others	2.93	2.25
Communication	5.74	-
Energy	9.17	-
Technology	10.52	-
Materials	3.82	-
Construction	9.13	-
Consumer Staples	6.37	-
Financial	33.34	-
Healthcare	4.04	-
Automobile	8.17	-
Insurance	2.78	-
Consumer Discretionary	4	-
Petroleum Products	-	5.04
Banks	-	13.06
Aerospace & Defense	-	3.28
Auto Components	-	3.08
Cement & Cement Products	-	2.2
Automobiles	-	7.41
Finance	-	15.68
Retailing	-	10.69
Industrial Products	-	0.77
Chemicals & Petrochemicals	-	6.09
Pharmaceuticals & Biotechnology	-	3.45
Telecom - Services	-	4.59
Healthcare Services	-	2.64
IT - Software	-	6.12
Food Products	-	0.1
Fertilizers & Agrochemicals	-	1.93
Transport Services	-	2.01
Realty	-	2.38
Power	-	7.22