Pros | - | ![]() 5Y returns in the top 25% of the category. ![]() 3Y returns in the top 25% of the category. ![]() Larger AUM within category. | ||
Cons | - | - |
INDMoney rank | 12/34 | - | ||
Category,Subcateogry | Equity,Equity - Other | Equity,Equity - Other | ||
Fund Age | 3 Years | 12 Years | ||
Fund Size | 1688 Cr | 6047 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹500 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 1.17% | 0.59% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | BSE 500 India TR INR | Nifty 500 TR INR |
No of Holdings | 74 | 61 | ||
Top 5 Holdings | ICICI Bank Ltd (7.78%) Kotak Mahindra Bank Ltd (5.4%) Infosys Ltd (4.94%) Reliance Industries Ltd (4.92%) HDFC Bank Ltd (3.56%) | HDFC Bank Ltd (6.18%) Reliance Industries Ltd (4.19%) Bharti Airtel Ltd (3.85%) Hindustan Unilever Ltd (3%) Mphasis Ltd (2.94%) | ||
No of Sectors | 11 | 11 | ||
Top 3 Sectors | Financial Services (31.79%) Industrial (14.14%) Consumer Cyclical (12.92%) | Consumer Cyclical (20.47%) Financial Services (16.24%) Health (13.17%) | ||
Equity % | 98.32% | 89.51% | ||
Debt % | - | - | ||
P/E | 22.03 | 29.84 | ||
P/B | 3.33 | 4.16 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 4.68% | 7.96% | ||
3-Month Return | -3.39% | -3.75% | ||
6-Month Return | -11.19% | -9.05% | ||
1-Year Return | 7.79% | 13.55% | ||
3-Year Return | 12.89% | 28.17% | ||
5-Year Return | - | 33.63% |
Sharpe | 0.52 | 1.2 | ||
Alpha | 0.26 | 11.38 | ||
Beta | 0.95 | 1 | ||
Standard Deviation | 14.36 | 16.85 | ||
Information Ratio | -0.02 | 1.6 |
Description | Aditya Birla Sun Life Business Cycle Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Franklin India Opportunities Fund - Direct - Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Dhaval Gala,Harish Krishnan | R. Janakiraman |