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Aditya Birla Sun Life Focused Equity Fund Direct Growth+0.30%

51.94%
1 Year Return
Equity
Focused
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Focused Equity Fund Direct Growth

RiskVery High
Min SIP Amount₹1000
Expense Ratio1.14%
NAV₹89.01 (22 Jun 2021)
Fund Started01 Jan 2013
Fund Size4,858 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
51.9%
14.1%
14.5%
15.0%
Category Average
50.8%
10.2%
12.9%
-
Rank Within Category
41
26
30
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 51.9% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity9.3%
Infosys Ltd.TechnologyEquity8.7%
HDFC Bank Ltd.FinancialEquity8.7%
Axis Bank Ltd.FinancialEquity5.1%
Bharti Airtel Ltd.CommunicationEquity4.5%
Larsen & Toubro Ltd.ConstructionEquity4.3%
United Spirits Ltd.FMCGEquity3.3%
State Bank of IndiaFinancialEquity3.3%
Bajaj Finance Ltd.FinancialEquity3.2%
Dr. Reddy's Laboratories Ltd.HealthcareEquity2.9%
See All

Fund Managers

Mahesh Patil
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Kunal Sangoi
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Aditya Birla Sun Life Focused Equity Fund Direct Growth Details

Aditya Birla Sun Life Focused Equity Fund Direct Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹4,858 Cr and the Latest NAV as of 22 Jun 2021 is ₹89.01.

The Aditya Birla Sun Life Focused Equity Fund Direct Growth is rated Very 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

The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential

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
Website
NA
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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