Aditya Birla Sun Life Focused Equity Fund -Regular - IDCW

Aditya Birla Sun Life Focused Equity Fund -Regular - IDCW is a scheme launched by Aditya Birla Sun Life Mutual Fund on October 24, 2005, and falls under the Focused fund category. It currently manages an AUM of Rs 7,619.96 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 1000. It charges an expense ratio of 1.82% for managing the portfolio.

• Investing Strategy:

  The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential.

• Performance:

  Aditya Birla Sun Life Focused Equity Fund -Regular - IDCW trailing returns over different times are -6.89% (1 year), 8.39% (3 year) and 11.42% (5 year). The average annual return of this fund stands at -1.44%.