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Aditya Birla Sun Life Focused Equity Fund -Growth Option

  • Equity
  • Focused
  • Very High
  • Current NAV

    ₹120.75 0.058%

    16-04-2024
  • Annual Returns

    34.15%

  • Min. SIP ₹1000

    Min. Investment ₹1000

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  • Equity 97.69%
  • Others 2.3%

Market Cap

Allocation
Large Cap 85.07
Mid Cap 10.76
Small Cap 1.57
Others 0.29

Sector Allocation

Financial

Technology

Automobile

Energy

Construction

Consumer Staples

Communication

Materials

Healthcare

Consumer Discretionary

Insurance

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
16-Apr-2024
Holdings PE Ratio
16-Apr-2024
1Y Return
ICICI Bank Ltd. Large Cap Financial (24.57) 8.48% 17.67 18.72%
Infosys Ltd. Large Cap Technology (32.73) 7.3% 24.08 1.88%
HDFC Bank Ltd. Large Cap Financial (24.57) 7.16% 19.42 -10.86%
Larsen & Toubro Ltd. Large Cap Construction (46.56) 6.05% 39.4 57.01%
Reliance Industries Ltd. Large Cap Energy (39.77) 5.76% 28.38 24.57%
Bharti Airtel Ltd. Large Cap Communication (72.03) 4.92% 83.22 58.18%
State Bank of India Large Cap Financial (15.74) 4.08% 10.34 41.03%
Axis Bank Ltd. Large Cap Financial (24.43) 4.03% 28.68 29.81%
Tata Motors Ltd. Large Cap Automobile (95.46) 4.02% 40.82 136.49%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (54.52) 3.59% 41.38 53.01%
NTPC Ltd. Large Cap Energy (26.94) 3.42% 17.87 107.75%
SBI Life Insurance Company Ltd. Large Cap Insurance (25.21) 3.15% 0 29.49%
The Phoenix Mills Ltd. Mid Cap Construction (118.27) 2.99% 53.75 137.42%
Tata Consumer Products Ltd. Large Cap Consumer Staples (104.52) 2.82% 89.93 57.74%
United Spirits Ltd. Large Cap Consumer Staples (30.79) 2.76% 0 0%
Shriram Finance Ltd Large Cap Financial (19.68) 2.61% 13.62 85.61%
Maruti Suzuki India Ltd. Large Cap Automobile (44.26) 2.6% 32.31 44.17%
Mahindra & Mahindra Ltd. Large Cap Automobile (44.26) 2.59% 22.63 68.46%
Bajaj Finance Ltd. Large Cap Financial (32.41) 2.58% 31.41 18.53%
Ultratech Cement Ltd. Large Cap Materials (55.96) 2.54% 44.61 34.3%
Coforge Ltd. Mid Cap Technology (32.73) 2.51% 45.64 29.31%
ACC Ltd. Mid Cap Materials (56.46) 2.45% 28.16 38.09%
HCL Technologies Ltd. Large Cap Technology (32.73) 2.28% 25.52 37.73%
Voltas Ltd. Mid Cap Consumer Discretionary (57.07) 1.85% 153.49 57.51%
Hindustan Unilever Ltd. Large Cap Consumer Staples (38.82) 1.68% 0 0%
Whirlpool Of India Ltd. Small Cap Consumer Discretionary (125.25) 1.57% 89.06 6.1%
AU Small Finance Bank Ltd. Mid Cap Financial (17.76) 0.96% 0 95.96%
JIO Financial Services Ltd. Large Cap Financial (19.68) 0.65% 0 0%
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) Communication (98.44) 0.29% 9.63 68%

Market Cap

Allocation
Others 2.3

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 2.37% 0%
Others Others -0.07% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Aditya Birla Sun Life Focused Equity Fund?

The top holdings of this fund are ICICI Bank Ltd., Infosys Ltd., HDFC Bank Ltd., Larsen & Toubro Ltd., Reliance Industries Ltd.

Top 5 Sector for Aditya Birla Sun Life Focused Equity Fund?

The major sectors of this fund are Financial, Technology, Automobile, Energy, Construction.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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