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) | ₹7620 Cr | ₹2595 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 | 2.37% | 4% |
6 Month | 12.94% | 12.6% |
1 Year | -0.97% | -2.21% |
3 Year | 14.93% | 16.41% |
5 Year | 18.66% | 18.3% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.01% | 2.68% |
1 Year | 9.17% | 8.79% |
3 Year | 15.23% | 17.21% |
5 Year | 14.73% | 15.72% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.63% | 10.15% |
3 Year | 12.49% | 13.28% |
5 Year | 13.73% | 12.78% |
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 | 0.69% | 0.74% |
Beta | 0.91% | 0.91% |
Alpha | 0.13% | 1.5% |
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 | 12.95 | 20.95 |
Large Cap | 77.58 | 46.86 |
Mid Cap | 7.44 | 13.55 |
Small Cap | 2.04 | 18.64 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 4.42 | 8.13 |
Energy | 5.69 | 3.66 |
Technology | 13.55 | 12.42 |
Industrials | 6.28 | 5.82 |
Basic Materials | 4.82 | 7.67 |
Financial Services | 30.55 | 35.46 |
Healthcare | 2.82 | 9.2 |
Consumer Cyclical | 17.14 | 6.95 |
Consumer Defensive | 4.32 | 2.38 |
Real Estate | 2.4 | 3.2 |
Communication Services | 4.62 | 3.23 |
Utilities | 3.38 | 1.9 |
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