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Home>Mutual Funds>Aditya Birla Sun Life Mutual Fund>Aditya Birla Sun Life Focused Equity Fund Direct IDCW

Aditya Birla Sun Life Focused Equity Fund Direct IDCW

Equity
Focused
Very High Risk
21.11%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Jan 2022₹49.06
Min. SIP amount₹1,000
Rating3
Fund size₹5,282.96Cr

Returns and rankings

Category: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns27.3%21.1%16.9%16.5%
Category average48.0%13.9%14.2%NA
Rank with in category251230NA
Understand terms

Holdings (31)

NameSectorInstrumentAssets
FinancialEquity9.2%
FinancialEquity8.4%
TechnologyEquity8.3%
EnergyEquity5.9%
ConstructionEquity5.0%
CommunicationEquity4.9%
FinancialEquity3.8%
FinancialEquity3.7%
FinancialEquity3.7%
TechnologyEquity3.6%
See All

Expense ratio, exit load and tax

Expense ratio: 1.05%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Mahesh Patil
Jan 2013 - Present
View details
Kunal Sangoi
May 2021 - Present
View details

Fund house & investment objective

Fund house contact details

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