Aditya Birla Sun Life Focused Equity Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Aditya Birla Sun Life Focused Equity Fund -Growth Option 1.26 10.32 43.57 12.57 12.29 14.41
NIFTY 50 1.04 8.57 43.45 12.19 12.99 13.88
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 1.06 9.20 42.40 13.84 14.96 13.58

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Aditya Birla Sun Life Focused Equity Fund -Growth Option Oct 24, 2005 Unrated 43.57 12.57 12.29 2.05 4,937.58
Axis Focused 25 Fund - Regular Plan - Growth Option Jun 29, 2012 48.05 13.03 16.69 1.83 17,336.06
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 53.50 16.54 16.05 1.79 16,856.57
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 67.84 15.09 14.13 1.90 7,379.23
Nippon India Focused Equity Fund -Growth Plan -Growth Option Dec 26, 2006 68.43 14.14 13.78 2.19 5,282.14
DSP Focus Fund - Regular Plan - Growth Jun 10, 2010 Unrated 46.93 12.47 11.80 2.12 2,109.95

Fund Holdings as on 30-June-2021

  • Infosys Limited

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Axis Bank Limited

  • Bharti Airtel Limited

  • Larsen & Toubro Limited

  • United Spirits Limited

  • Bajaj Finance Limited

  • Hindustan Unilever Limited

  • State Bank of India

  • Crompton Greaves Consumer Electricals Limited

  • Dr. Reddys Laboratories Limited

  • HCL Technologies Limited

  • SBI Life Insurance Company Limited

  • Maruti Suzuki India Limited

  • Clearing Corporation of India Limited

  • Reliance Industries Limited

  • UltraTech Cement Limited

  • Tech Mahindra Limited

  • Cipla Limited

  • Housing Development Finance Corporation Limited

  • NTPC Limited

  • Coal India Limited

  • Phoenix Mills Limited

  • METROPOLIS HEALTHCARE LIMITED

  • Reliance Industries Limited

  • ICICI Lombard General Insurance Company Limited

  • Tata Consumer Products Limited

  • SBI Cards & Payment Services Limited

  • Margin (Future and Options)

  • Housing Development Finance Corporation Limited (Warrant)

  • Tata Steel Limited

  • Mahindra & Mahindra Limited

  • Cash and Bank

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Insurance

  • Telecommunication - Service Provider

  • Engineering - Construction

  • Automobiles - Passenger Cars

  • Breweries & Distilleries

  • Miscellaneous

  • Household & Personal Products

  • Bank - Public

  • Consumer Durables - Domestic Appliances

  • Refineries

  • Cement & Construction Materials

  • Finance - Housing

  • Power Generation/Distribution

  • Mining & Minerals

  • Construction - Real Estate

  • Hospital & Healthcare Services

  • Tea/Coffee

  • Steel & Iron Products

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Fund Manager

  • Cash

  • Equity

  • Rights

  • Warrants

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About Aditya Birla Sun Life Focused Equity Fund

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Scheme Analysis

Aditya Birla Sun Life Focused Equity Fund is a Equity - Focused Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 24-Oct-2005 and currently has an AUM of ₹4,937.58 crore. Aditya Birla Sun Life Focused Equity Fund is benchmarked against NIFTY 50 as primary index and NIFTY 50 - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of Aditya Birla Sun Life Focused Equity Fund ended up ₹0.52(0.62%)yesterday to ₹84.1003.

Among its top 3 holdings the fund has exposure to Infosys Limited, and

The Aditya Birla Sun Life Focused Equity Fund is managed by Mahesh Patil and Kunal Sangoi.

Fund House Contact

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111