Aditya Birla Sun Life Focused Fund Regular Growth

Equity
Flexi Cap
Very High Risk
14.27%
3Y annualised
+0.52% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Dec 2024₹135.46
Min. SIP amountNot Supported
Rating3
Fund size₹8,230.34Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Flexi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns20.9%14.3%16.5%14.6%
Category average21.2%15.9%17.7%NA
Rank with in category384534NA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
34.5%26.6%4,531.48
5
25.7%24.4%66,225.06
4
30.6%20.5%5,164.96
4
24.0%19.2%18,251.58
5
24.6%16.8%82,441.08

Holdings (29)

NameSectorInstrumentAssets
FinancialEquity8.63%
TechnologyEquity6.78%
CommunicationEquity5.45%
EnergyEquity4.97%
FinancialEquity4.88%
ConstructionEquity4.56%
EnergyEquity4.10%
AutomobileEquity4.07%
FinancialEquity3.68%
HealthcareEquity3.41%
TechnologyEquity3.35%
FinancialEquity3.16%
Consumer StaplesEquity3.07%
ConstructionEquity2.73%
InsuranceEquity2.67%
TechnologyEquity2.52%
AutomobileEquity2.49%
FinancialEquity2.48%
AutomobileEquity2.45%
FinancialEquity2.18%
Consumer DiscretionaryEquity2.11%
Consumer DiscretionaryEquity2.01%
Consumer StaplesEquity1.97%
ConstructionEquity1.76%
Metals & MiningEquity1.72%
FinancialEquity1.71%
Consumer StaplesEquity1.67%
FinancialEquity1.45%
FinancialEquity0.20%
See All

Expense ratio, exit load and tax

Expense ratio: 1.82%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 90 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Dhaval Joshi
Nov 2022 - Present
View details

Education
Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Phone
NA
Launch Date
23 Dec 1994
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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