Aditya Birla Sun Life Focused Equity Fund Direct Dividend+0.98%

3
-7.10%
1 Year Return
Equity
Focused
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Focused Equity Fund Direct Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.12%
NAV31.70 (06 Jul 2020)
Fund Started01 Jan 2013
Fund Size3,597 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Focused Equity Fund Direct Dividend
-7.1%
2.4%
6.2%
11.6%
Category Average
-16.9%
0.9%
7.0%
-
Rank within category
28
33
16
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -7.1% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.6%
    Bharti Airtel Ltd.CommunicationEquity7.1%
    ICICI Bank Ltd.FinancialEquity6.8%
    Infosys Ltd.TechnologyEquity6.5%
    Reliance Industries Ltd.EnergyEquity5.7%
    Cipla Ltd.HealthcareEquity5.1%
    Hindustan Unilever Ltd.FMCGEquity5.1%
    National Thermal Power Corp. Ltd.EnergyEquity3.9%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.6%
    Kotak Mahindra Bank Ltd.FinancialEquity3.2%
    See All

    Fund Managers

    addMahesh Patil
    Education
    Mr. Patil is B.E (Electrical), MMS in Finance and Chartered Financial Accountant from ICFAI Hyderabad.
    Experience
    Prior to joining Birla Sun Life AMC he has worked with Reliance Infocom Ltd., Motilal Oswal Securities and Parag Parikh Financial Advisory Services Ltd.
    Funds Managed

    Aditya Birla Sun Life Focused Equity Fund Direct Dividend Details

    Aditya Birla Sun Life Focused Equity Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Mahesh Patil is the Current Fund Manager of Aditya Birla Sun Life Focused Equity Fund Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹3,597 Cr and the Latest NAV as of 06 Jul 2020 is ₹31.70.

    The Aditya Birla Sun Life Focused Equity Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 365 days.

    Investment Objective

    An Open-ended growth scheme with the objective to provide medium to long term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of top 100 companies as measured by market capitalization.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 365 days.
    Exit Load

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    About Aditya Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    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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