Compare Mutual Funds

Insights from Fund Comparison

• Both Aditya Birla SL Focused Fund (G) and Aditya Birla SL Focused Fund-Direct (IDCW) are Focused Fund, Equity schemes. Aditya Birla SL Focused Fund (G) is 20 yrs 7 m old and manages ₹7,971.34 Crs, whereas Aditya Birla SL Focused Fund-Direct (IDCW) is 13 yrs 3 m old with ₹7,971.34 Crs.
• Both funds are fairly comparable in terms of age and size.
• Aditya Birla SL Focused Fund (G) has its top 3 sectors in Banks (20.84%), IT - Software (11.77%), and Finance (6.14%), while Aditya Birla SL Focused Fund-Direct (IDCW) focuses on Banks (20.84%), IT - Software (11.77%), and Finance (6.14%).
• Both funds have identical top sector allocations, so sector-level performance will likely impact them similarly.
• Aditya Birla SL Focused Fund (G) holds Reliance Industries Limited (6.10%), ICICI Bank Limited (6.03%), Infosys Limited (5.54%), Larsen & Toubro Limited (4.66%), and State Bank of India (4.29%), whereas Aditya Birla SL Focused Fund-Direct (IDCW) holds Reliance Industries Limited (6.10%), ICICI Bank Limited (6.03%), Infosys Limited (5.54%), Larsen & Toubro Limited (4.66%), and State Bank of India (4.29%).
• Both funds share identical top holdings, meaning their performance will be very similar and primarily differ based on portfolio weight distribution.
• In terms of risk profile, Aditya Birla SL Focused Fund (G) has 96.74% equity and 0.00% debt, while Aditya Birla SL Focused Fund-Direct (IDCW) has 96.74% equity and 0.00% debt.
• Risk profile is similar for both funds.
• Aditya Birla SL Focused Fund (G) showed short-term strength over 3 Months, 6 Months (returns: -12.53%, -5.04%), outperforming Aditya Birla SL Focused Fund-Direct (IDCW) by 0.2%, 0.44%. However, other periods (1 Year, 3 Years, 5 Years, returns: 1.15%, 14.48%, 11.59% ) lagged behind, suggesting this could be a temporary upswing. Monitor for sustained momentum before making long-term decisions.