Aditya Birla Sun Life Focused Equity Fund -Regular - IDCW

3
Focused NAV 20.1866 0 29 September, 2023

Fund Details

Category Focused
Fund Type Open Ended
Investment Plan Dividend
Launch Date 24 October, 2005
Benchmark NIFTY 50
Asset Size(Cr) 5987.5923
Turn over 45%
Min Investment ₹ 1000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load 1% for redemption within 90 days
Expense Ratio 1.86
Fund Manager Kunal Sangoi, Dhaval Joshi
Fund House Aditya Birla Sunlife Mutual Fund

Investment Returns (As on 29 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.55% 1.58% 1.82%
1 M 2.98% 4.02% 3.75%
3 M -0.26% 1.44% 1.61%
6 M -2.1% 0.35% -1.58%
1 Y 3.34% 7.25% 5.22%
2 Y 9.14% 12.49% 10.85%
3 Y 20.1% 23.79% 22.59%
5 Y 9.28% 12.46% 10.34%

Risk Mesasures (As on 29 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 13.03 0.88 1.26 1.03
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 2.85%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Aditya Birla Sun Life Focused Equity Fund -Regular - IDCW 3.34% 20.1% 9.28%

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Meet Our Clients
The first mutual fund scheme that I invested in was an ELSS fund from Aditya Birla, and after seeing the spectacular performance of this fund, I became a huge fan of this AMC. I have invested in around 4 schemes from the fund house, but one scheme that is among my favorites is Aditya Birla Sun Life Focused Equity Fund. This scheme has provided me with a stable growth even when other schemes were showing huge downfalls. Would recommend to every investor who don’t want to take high risk.
Sunil Kumar Verma
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