Aditya Birla Sun Life Focused Equity Fund -Growth Option

Focused NAV 109.9043 0 07 December, 2023

Aditya Birla Sun Life Focused Equity Fund is an open-ended scheme invests in large-cap companies, Those investors who are looking forward to investing in a scheme that provides long-term capital appreciation may invest in Aditya Birla Sun Life Focused Equity Fund Growth with a minimum investment amount of Rs. 1000 either through lump sum or SIP.

Fund Details

Category Focused
Fund Type Open Ended
Investment Plan Growth
Launch Date 05 October, 2005
Benchmark NIFTY 500 TRI
Asset Size(Cr) 6243.3308
ISIN No. INF209K01462
Turn over 45%
Min Investment ₹ 1000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load 1% for redemption within 90 days
Expense Ratio 1.85
Fund Manager Kunal Sangoi, Dhaval Joshi
Fund House Aditya Birla Sunlife Mutual Fund

Investment Returns (As on 07 Dec, 2023)

Duration Returns Benchmark Category
1 W -1.44% 1.58% 1.82%
1 M -1.61% 4.02% 3.75%
3 M 1.66% 1.44% 1.61%
6 M 15.49% 0.35% -1.58%
1 Y 12.41% 7.25% 5.22%
2 Y 9.52% 12.49% 10.85%
3 Y 18.41% 23.79% 22.59%
5 Y 13.88% 12.46% 10.34%

Risk Mesasures (As on 07 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 14.48 1.09 -2.18 0.95
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 2.89%

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 -Growth Option 12.41% 18.41% 13.88%

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Aditya Birla Sun Life Top 100 Fund: A Reliable Growth Plan

Launched in September 2005, the Birla Sun Life Top 100 Fund is a growth-oriented equity scheme, which is designed by Birla Sun Life Mutual Fund. It is a large-cap Aditya Birla Sun Life Equity Fund, which falls under the open-ended category, and thus provides flexibility to the investors.

We, at MySIPonline, have recommended Aditya Birla Sun Life Top 100 Fund Scheme due to its well-being market position, which has helped many investors until now in enhancing their capital worth. This scheme is managed by the Mahesh Patil, who is an expert fund manager of the BSL Mutual Fund. Aditya Birla SunLife Focused Equity Fund growth has been a good performer in the industry since its inception and offered reasonable returns with a well-diversified portfolio having lower risk appetite. If you are looking for investing your hard-earned money in this plan, then hereunder we have provided a synopsis for the same that will help you take an apt decision.

Aditya Birla Sun Life Top 100 Fund G: Investment Strategy

This scheme is a large-cap equity plan, which has major holdings in the equity stock of the companies having large market capitalisation. Birla Sun Life Top 100 Fund primary objective is to provide medium to long-term capital appreciation, by investing predominantly in the diversified portfolio of equity and related securities of top hundred entities as per market cap. The minimum investment amount for birla sun life top 100 fund g mutual fund scheme is Rs.5000. NIFTY 50 is the set benchmark against which its performance is measured. Another mutual fund, i.e., ING Large Cap Equity Fund is merged with the Birla SunLife Top 100 with effect from October 11, 2014.

Birla Sun Life Top 100 Fund growth plan is best suited to investors who want to make an investment for

  • Child’s Education
  • Child’s Marriage
  • Retirement Planning
  • Buying a House

Minimum SIP amount for this scheme is Rs.1000 only, which can be made by making online mutual fund investment.

Aditya Birla Sun Life Focused Equity Fund: Portfolio Review

With the asset under management(AUM) amounted to Rs.2,396 crore as on September 30, 2016, this fund has made major, i.e., 91.78% asset allocation in the equity stocks of the companies and the remaining has been invested in the money market instruments to provide diversification. By investing the majority of the capital in the financial sectors, it is yielding tremendous returns. The portfolio is actively managed to counter the market volatility, and hence offers high security to the funds and yields better returns from time to time.

The sector allocation graph of this scheme depicts that it has diversified the money in various sectors which include automobile, energy, technology, healthcare, FMCG and many more. The top holdings of this strategy include some of the best entities of the country, viz., HDFC Bank, ICICI Bank, Infosys, Tata Motors, Larsen & Toubro, Reliance Industries, etc.

Aditya Birla Sun Life Top 100 Fund Growth: Performance Analysis

The scheme has consistently outperformed its category and the set benchmark by yielding excellent returns. ABSL Focused Equity Fund G is ranked first in the ‘Large Cap’ category by CRISIL for the quarter ended in June 2016, and this shows its market possession. Furthermore, returns generated by this scheme for the three- and five-year investment are 22.60%, and 18.60, which are over and above the returns offered by its peers and benchmark. In the year 2012 and 2014, it has offered tremendous absolute profits of 36.5 and 48.8 percent respectively. Accordingly, it can be concluded that birla sun life top 100 fund growth strategy holds the capacity of yielding maximum returns in order to enhance the capital worth of investors.

You can easily compute the returns of birla sun life top 100 fund g scheme by using the SIP return calculator, which calculates the accurate result of the investment. In addition, the Birla Sun Life Top 100 G NAV as on October 10, 2016, amounted to Rs.48.2255, which is a strong indicator of its performance in the market and has helped many investors in creating wealth.

Accordingly, we can conclude here that Aditya Birla Sun Life Focused Equity Fund G is one of the best schemes to make a productive investment in mutual funds. Its performance and portfolio designing ensure that it would be helpful in achieving the set financial goals. You can opt for this plan to accomplish your investment objectives.

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I was looking for a mutual fund programme for planning my retirement, but could not make the right choice. Then, I got associated with MySIPonline, and they made me aware of the Birla Sun Life Top 100 Fund and selected the same for my investment. I am thankful to the entire team of MySIPonline for guiding me in the right direction, with the help of which I could take the correct decision. Thanks a lot guys!!
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.
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