Aditya Birla Sun Life Focused Equity Fund Direct Growth+0.51%

4.23%
1 Year Return
Equity
Focused
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Focused Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.10%
NAV66.79 (23 Oct 2020)
Fund Started01 Jan 2013
Fund Size4,001 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Focused Equity Fund Direct Growth
4.2%
3.8%
8.4%
12.6%
Category Average
1.9%
5.1%
7.8%
-
Rank within category
20
38
24
-
*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 4.2% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the category average returns
    2. 3Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.3%
    Infosys Ltd.TechnologyEquity8.1%
    ICICI Bank Ltd.FinancialEquity6.9%
    Reliance Industries Ltd.EnergyEquity5.6%
    Bharti Airtel Ltd.CommunicationEquity5.0%
    HCL Technologies Ltd.TechnologyEquity3.8%
    Hindustan Unilever Ltd.FMCGEquity3.7%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.7%
    Cipla Ltd.HealthcareEquity3.4%
    Ultratech Cement Ltd.ConstructionEquity3.3%
    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 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 ₹4,001 Cr and the Latest NAV as of 23 Oct 2020 is ₹66.79.

    The Aditya Birla Sun Life Focused Equity Fund Direct Growth 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

    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
    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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