Aditya Birla Sun Life Focused Fund vs SBI Focused Fund
Over the last 3 years, SBI Focused Fund returned 16.9% a year against 15.7% for Aditya Birla Sun Life 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 39%. In falling months, SBI Focused Fund fell less: 58% of the index's fall, against 78%. They hold 6 stocks in common; the portfolio overlap is 22%. Data as of 12 Nov 2026.
| Aditya Birla Sun Life Focused Fund | SBI Focused Fund | |
|---|---|---|
| Category | Focused | Focused |
| Fund house | Aditya Birla Sun Life Mutual Fund | SBI Mutual Fund |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹7,659 cr | ₹50,400 cr |
| Direct plan | ||
| Rating | B | A+ |
| Expense ratio | 1.01% | 0.83% |
| 1Y return | 6.3% | 11.8% |
| 3Y return (a year) | 15.7% | 16.9% |
| 5Y return (a year) | 11.0% | 10.6% |
| 3Y vs index | +3.5% | +4.6% |
| Rating score, rank | 46 · #15 of 27 | 77 · #4 of 27 |
| Regular plan | ||
| Rating | B | A+ |
| Expense ratio | 1.91% | 1.55% |
| 1Y return | 5.3% | 10.9% |
| 3Y return (a year) | 14.7% | 16.0% |
| 5Y return (a year) | 9.9% | 9.7% |
| 3Y vs index | +2.4% | +3.7% |
| Rating score, rank | 46 · #14 of 27 | 78 · #4 of 27 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 57% | 39% |
| Deepest fall, 3Y | -16.5% | -12.9% |
| Volatility, 3Y | 13.9% | 12.1% |
| Max fall, 5Y | -17.2% | -22.5% |
| Down capture, 3Y | 78 | 58 |
| Stocks held | 29 | 27 |
| Top 10 holdings | 44% | 56% |
| Large / mid / small caps | 69 / 21 / 3% | 64 / 13 / 4% |
| Largest sector | Banks | Banks |
Common questions
Aditya Birla Sun Life Focused Fund or SBI Focused Fund: which is better?
On our track-record ratings (Direct plans), Aditya Birla Sun Life Focused Fund is rated B and SBI Focused Fund is rated A+, 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 SBI Focused Fund: which has done better?
Over the last 3 years, SBI Focused Fund returned 16.9% a year against 15.7% for Aditya Birla Sun Life Focused Fund (Direct plans).
How much do Aditya Birla Sun Life Focused Fund and SBI Focused Fund overlap?
They hold 6 stocks in common; the portfolio overlap is 22%.
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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