Aditya Birla SL Focused Equity Fund(G)

61.54 0.15 (0.24%) NAV as on 11-Dec-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return8.150.1813.6710.537.9613.71
Category Avg5.432.85-2.7612.077.967.77
Category Best10.9312.739.6917.2018.5219.73
Category Worst2.41-3.25-11.427.598.99-8.53
SENSEX8.431.1614.9714.757.92-
NIFTY7.92-0.4612.9012.977.51-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20192.38-3.00NA5.22
20182.31-0.471.07-6.85
20173.704.296.6113.57
20169.076.25-5.06-3.03
2015-0.77-1.42-0.012.20
201421.094.469.247.77

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
2018-4.12723-22.12
201730.94142132.06
20166.696179.39
2015-0.051117-0.6
201448.9181651.98

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Axis Focused 25 Fund-Reg(G)30.1005-Jul-1216.5817.5812.6115.93
Sundaram Select Focus(G)190.5831-Jul-0216.5415.839.0118.48
SBI Focused Equity Fund-Reg(G)149.8912-Oct-0418.6314.5711.3119.53
IIFL Focused Equity Fund-Reg(G)17.6330-Oct-1428.4513.5910.7311.71
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.7933
Semi Standard Deviation [%]0.4462
Beta [%]0.9488
Sharp Ratio [%]0.2463
R-Square [%]0.9506
Expense Ratio [%]2.0900
AVG Ratio [%]0.0630
Other Ratios
Jenson Ratio [%]-0.0030
Treynor Ratio [%]0.0393
Turnover Ratio [%]1.1200
FAMA Ratio [%]0.0154
SORTINO Ratio [%]0.0823

Return Calculator

MARKET STATS As on 12/12/2019 As on 12/12/2019

11944.95 (0.29) 40540.31 (0.32)

TOP GAINERS

Company Price Change Gain (%)
MPS Infotecnics0.100.05100.00
Parrys Sugar Inds.0.900.3563.64

TOP LOSERS

Company Price Change Loss (%)
Proseed India0.25-0.05-16.67
JIK Industries0.30-0.05-14.29

Portfolio Comparison

MUTUAL FUND ACTIVITY