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) | ₹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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns16.54%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns17.45%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.37%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.34%
SBI Floating Rate Debt Fund - Regular Plan - Growth
3Y Returns7.69%
Axis Floater Fund - Regular Plan - Growth
3Y Returns8.12%
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns17.15%
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
3Y Returns17.47%