DSP Focus Fund vs Aditya Birla Sun Life Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
DSP Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹8211 Cr | ₹2707 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 24 Oct 2005 | 10 Jun 2010 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 45% | 31% |
| Expense Ratio | 1.82 | 2.04 |
| Manager | Dhaval Joshi | Vinit Sambre |
| ISIN Code | INF209K01462 | INF740K01532 |
| 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 | DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.52% | -0.02% |
| 6 Month | 4.8% | 3.44% |
| 1 Year | 6.96% | 4.54% |
| 3 Year | 16.28% | 18.62% |
| 5 Year | 15.64% | 15.29% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.83% | 3.91% |
| 1 Year | 18.68% | 15.66% |
| 3 Year | 16.11% | 16.71% |
| 5 Year | 15.06% | 15.54% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.29% | 9.53% |
| 3 Year | 12.71% | 13.77% |
| 5 Year | 13.97% | 13.16% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.25% | 14.04% |
| Sharp | 0.79% | 0.89% |
| Beta | 0.91% | 0.94% |
| Alpha | 0.65% | 2.58% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Vinit Sambre |
| Total AUM | ₹361932 Cr | ₹31142 Cr |
| Funds Managed | 55 | 3 |
| Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 14.12 | 18.45 |
| Large Cap | 76.43 | 52.73 |
| Mid Cap | 7.91 | 12.74 |
| Small Cap | 1.54 | 16.08 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.88 | 7.36 |
| Energy | 6.31 | 3.82 |
| Technology | 14.14 | 11.76 |
| Industrials | 9.04 | 5.69 |
| Basic Materials | 4.39 | 5.49 |
| Financial Services | 29.85 | 40.48 |
| Healthcare | 2.58 | 7.58 |
| Consumer Cyclical | 15.22 | 5.64 |
| Consumer Defensive | 4.41 | 2.48 |
| Real Estate | 2.89 | 3.59 |
| Communication Services | 4.42 | 4.32 |
| Utilities | 2.87 | 1.8 |
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