Aditya Birla Sun Life Focused Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • 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 Fund -Growth Option 4.16 16.09 32.39 16.08 17.24 14.55
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 2.41 11.44 21.96 14.20 16.75 13.69

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 32.39 16.08 17.24 1.83 6,886.33
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 28.53 14.40 17.26 1.59 31,383.56
Axis Focused 25 Fund - Regular Plan - Growth Option Jun 29, 2012 Unrated 23.59 6.34 13.21 1.71 13,861.46
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 32.44 19.51 20.14 1.79 10,642.69
HDFC Focused 30 Fund - GROWTH Sep 17, 2004 38.24 26.78 21.35 1.74 9,317.26
Nippon India Focused Equity Fund -Growth Plan -Growth Option Dec 26, 2006 30.55 16.40 19.44 1.86 7,779.71

Fund Holdings as on 31-January-2024

  • ICICI Bank Limited

  • Infosys Limited

  • HDFC Bank Limited

  • Larsen & Toubro Limited

  • Reliance Industries Limited

  • Bharti Airtel Limited

  • Tata Motors Limited

  • Axis Bank Limited

  • State Bank of India

  • NTPC Limited

  • Sun Pharmaceutical Industries Limited

  • Mahindra & Mahindra Limited

  • SBI Life Insurance Company Limited

  • Phoenix Mills Limited

  • HCL Technologies Limited

  • ACC Limited

  • Bajaj Finance Limited

  • Tata Consumer Products Limited

  • Shriram Finance Ltd

  • UltraTech Cement Limited

  • United Spirits Limited

  • Coforge Limited

  • Reverse Repo

  • Hindustan Unilever Limited

  • Maruti Suzuki India Limited

  • Voltas Limited

  • Clearing Corporation of India Limited

  • Bandhan Bank Limited

  • AU Small Finance Bank Limited

  • Jio Financial Services Limited

  • Bharti Airtel Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Engineering - Construction

  • Refineries

  • Finance - NBFC

  • Cement & Construction Materials

  • Telecommunication - Service Provider

  • Automobiles - Passenger Cars

  • Automobiles-Trucks/Lcv

  • Bank - Public

  • Miscellaneous

  • Power Generation/Distribution

  • Pharmaceuticals & Drugs

  • Insurance

  • Construction - Real Estate

  • Tea/Coffee

  • Breweries & Distilleries

  • Household & Personal Products

  • Air Conditioners

  • Finance - Stock Broking

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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 ₹6,886.33 crore. Aditya Birla Sun Life Focused Fund is benchmarked against NIFTY 500 - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of Aditya Birla Sun Life Focused Fund ended up ₹0.51(0.42%)yesterday to ₹120.6387.

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