Aditya Birla Sun Life Focused Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 Fund -Growth Option 7.52 8.65 34.48 16.31 16.18 14.72
BSE SENSEX - TRI 5.65 5.87 23.36 14.98 15.70 13.76
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

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 Fund -Growth Option Oct 24, 2005 Unrated 34.48 16.31 16.18 1.82 7,151.96
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 Unrated 32.27 15.23 17.28 1.58 33,488.95
Axis Focused Fund - Regular Plan - Growth Option Jun 29, 2012 Unrated 24.69 7.92 12.55 1.70 13,341.11
HDFC Focused 30 Fund - GROWTH Sep 17, 2004 43.02 27.54 20.76 1.71 11,945.94
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 39.51 20.38 19.14 1.77 11,442.54
ICICI Prudential Focused Equity Fund - Growth May 28, 2009 45.95 22.86 21.62 1.77 8,139.49

Fund Holdings as on 31-May-2024

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Larsen & Toubro Limited

  • Reliance Industries Limited

  • Bharti Airtel Limited

  • State Bank of India

  • Axis Bank Limited

  • NTPC Limited

  • Mahindra & Mahindra Limited

  • Sun Pharmaceutical Industries Limited

  • Tata Motors Limited

  • Phoenix Mills Limited

  • SBI Life Insurance Company Limited

  • Shriram Finance Ltd

  • United Spirits Limited

  • Tata Consumer Products Limited

  • Voltas Limited

  • ACC Limited

  • Bajaj Finance Limited

  • Clearing Corporation of India Limited

  • HCL Technologies Limited

  • Coforge Limited

  • Maruti Suzuki India Limited

  • Whirlpool of India Limited

  • UltraTech Cement Limited

  • AU Small Finance Bank Limited

  • Hindustan Unilever Limited

  • Max Financial Services Limited

  • Net Receivables / (Payables)

  • Cipla Limited

  • Bharti Airtel Limited

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  • Bank - Private

  • IT - Software

  • Engineering - Construction

  • Refineries

  • Telecommunication - Service Provider

  • Automobiles - Passenger Cars

  • Finance - NBFC

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Power Generation/Distribution

  • Miscellaneous

  • Automobiles-Trucks/Lcv

  • Construction - Real Estate

  • Insurance

  • Breweries & Distilleries

  • Tea/Coffee

  • Air Conditioners

  • Consumer Durables - Domestic Appliances

  • Household & Personal Products

  • Finance - Others

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Fund Manager

  • Cash

  • Equity

  • Rights

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About Aditya Birla Sun Life Focused Fund

Scheme Analysis

Aditya Birla Sun Life Focused 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 ₹7,151.96 crore. Aditya Birla Sun Life Focused Fund is benchmarked against BSE SENSEX - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Focused Fund ended up ₹0.5(0.39%)yesterday to ₹130.0552.

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

The Aditya Birla Sun Life Focused Fund is managed by Kunal Sangoi .

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111