Aditya Birla SL Focused Equity Fund(G)

57.46 0.52 (0.92%) NAV as on 13-Sep-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-6.06-1.02-1.996.507.8613.41
Category Avg5.432.85-2.7612.077.867.77
Category Best10.9312.739.6917.2018.5219.73
Category Worst2.41-3.25-11.427.598.99-8.53
SENSEX-5.93-0.97-0.889.666.68-
NIFTY-7.03-2.34-2.598.326.44-

* 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
20192.38NANA5.22
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(G)27.4405-Jul-12-3.3111.4611.6915.03
Sundaram Select Focus(G)175.9331-Jul-02-0.8710.487.3918.22
SBI Focused Equity Fund-Reg(G)137.3412-Oct-040.079.5510.3119.18
IIFL Focused Equity Fund-Reg(G)16.1030-Oct-143.768-10.26
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]17.1123
Semi Standard Deviation [%]0.5180
Beta [%]0.9480
Sharp Ratio [%]-0.1212
R-Square [%]0.9402
Expense Ratio [%]2.1300
AVG Ratio [%]0.0003
Other Ratios
Jenson Ratio [%]-0.0056
Treynor Ratio [%]-0.0262
Turnover Ratio [%]1.0700
FAMA Ratio [%]-0.0130
SORTINO Ratio [%]-0.0480

Return Calculator

MARKET STATS As on 13/09/2019 As on 13/09/2019

11075.90 (0.85) 37384.99 (0.76)

TOP GAINERS

Company Price Change Gain (%)
Visagar Polytex0.200.0533.33
FCS Software Soltns.0.300.0520.00

TOP LOSERS

Company Price Change Loss (%)
PAE2.45-1.70-40.96
ATN International0.10-0.05-33.33

Portfolio Comparison

MUTUAL FUND ACTIVITY