Aditya Birla Sun Life Focused Fund vs Nippon India Focused Fund
Over the last 3 years, Aditya Birla Sun Life Focused Fund returned 15.7% a year against 11.1% for Nippon India Focused Fund (Direct plans). Aditya Birla Sun Life Focused Fund was the more consistent: ahead of its index in 57% of rolling 3-year periods, against 20%. In falling months, Aditya Birla Sun Life Focused Fund fell less: 78% of the index's fall, against 100%. Nippon India Focused Fund leans more to smaller companies (17% in small caps against 3%), so expect bigger swings both ways. They hold 8 stocks in common; the portfolio overlap is 31%. Data as of 12 Nov 2026.
| Aditya Birla Sun Life Focused Fund | Nippon India Focused Fund | |
|---|---|---|
| Category | Focused | Focused |
| Fund house | Aditya Birla Sun Life Mutual Fund | Nippon India Mutual Fund |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹7,659 cr | ₹7,970 cr |
| Direct plan | ||
| Rating | B | C |
| Expense ratio | 1.01% | 1.42% |
| 1Y return | 6.3% | 1.4% |
| 3Y return (a year) | 15.7% | 11.1% |
| 5Y return (a year) | 11.0% | 9.7% |
| 3Y vs index | +3.5% | -1.2% |
| Rating score, rank | 46 · #15 of 27 | 25 · #23 of 27 |
| Regular plan | ||
| Rating | B | C |
| Expense ratio | 1.91% | 2.08% |
| 1Y return | 5.3% | 0.7% |
| 3Y return (a year) | 14.7% | 10.3% |
| 5Y return (a year) | 9.9% | 8.9% |
| 3Y vs index | +2.4% | -1.9% |
| Rating score, rank | 46 · #14 of 27 | 28 · #23 of 27 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 57% | 20% |
| Deepest fall, 3Y | -16.5% | -17.6% |
| Volatility, 3Y | 13.9% | 14.5% |
| Max fall, 5Y | -17.2% | -17.6% |
| Down capture, 3Y | 78 | 100 |
| Stocks held | 29 | 30 |
| Top 10 holdings | 44% | 54% |
| Large / mid / small caps | 69 / 21 / 3% | 60 / 23 / 17% |
| Largest sector | Banks | Banks |
Common questions
Aditya Birla Sun Life Focused Fund or Nippon India Focused Fund: which is better?
On our track-record ratings (Direct plans), Aditya Birla Sun Life Focused Fund is rated B and Nippon India Focused Fund is rated C, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Aditya Birla Sun Life Focused Fund or Nippon India Focused Fund: which has done better?
Over the last 3 years, Aditya Birla Sun Life Focused Fund returned 15.7% a year against 11.1% for Nippon India Focused Fund (Direct plans).
How much do Aditya Birla Sun Life Focused Fund and Nippon India Focused Fund overlap?
They hold 8 stocks in common; the portfolio overlap is 31%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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