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Aditya Birla Sun Life Focused Equity Fund

Aditya Birla Sun Life Focused Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

18.10

as on 27 Jan 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,493 today.

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NAV Performance

Aditya Birla Sun Life Focused Equity Fund performance graph for last 3 years
Performance of Aditya Birla Sun Life Focused Equity Fund for last 3 Years

Fund Information

  • ₹ 90.259

    as on 27 Jan 2022
  • Regular - Growth

  • 13 / 22

  • ₹ 1,000

  • ₹ 5,163 Cr.

    as on 27 Jan 2022
  • 2.01%

    since 31 Oct 2021
  • 24 Oct 2005

  • Equity - Focused Fund

  • Nifty 500 TRI

  • Aditya Birla Sun Life Mutual Fund

    Show All Funds
  • Aditya Birla Sun Life Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Aditya Birla Sun Life Focused Equity Fund is an Open-ended Equity Fund. The fund belongs to Focused Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 24 Oct 2005. This fund is offered by one of the top AMC (Assets Management Company) Aditya Birla Sun Life Mutual Fund. You can also view here all other Equity funds offered by Aditya Birla Sun Life Mutual Fund.

Latest NAV of the fund is ₹ 90.259 as on 27 Jan 2022.

This fund has 16 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.01%. Ideally you shoulds compare this fund with the benchmark Nifty 500 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 1,000.

Fund Objective

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.

List of Fund Managers of Aditya Birla Sun Life Focused Equity Fund

  • About Mahesh Patil

    Picture of Mahesh PatilMahesh Patil spearheads Equity Investments at Aditya Birla Sun Life AMC Limited. With over 27 years of rich experience in fund and investment management, Mahesh leads a team of twenty, comprising fund managers and analysts, managing over INR 87,000 crores in equity assets.Mahesh has been with Aditya Birla Sun Life AMC since 2005, where he started as a Fund Manager. In 2008, Mahesh was promoted as Head – Equity and subsequently as Co-Chief Investment Officer (Equity) in 2011. He manages funds such as ABSL Frontline Equity, ABSL Focused Equity, ABSL Equity Hybrid '95, and ABSL Pure Value Fund.An Engineer from VJTI, Mumbai, Mahesh is an MBA in Finance from Jamnalal Bajaj Institute, Mumbai. He is also a charter holder from ICFAI, Hyderabad.
  • About Kunal Sangoi

    Picture of Kunal SangoiKunal Sangoi is a Fund Manager and a Senior Analyst at Aditya Birla Sun Life AMC Limited (ABSLAMC). He comes with an experience of 14 years in equity research and fund management, specialising in the IT, Internet, Media and Telecom sectors. Kunal has been a part of ABSLAMC since 2012. He previously worked with Edelweiss Financial Services Ltd. for 7 years where he was a Senior Equity Analyst in the Institutional Equity Research team. Kunal is a Chartered Accountant by qualification.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 4.08% -2.20% 14.19% 41.40% 27.74% 27.61% 18.81% 19.31% 32.22% 42.30% 30.63% 22.95% 18.39%
Category Average -0.48% -5.05% 7.33% 27.29% 20.48% 18.55% 14.73% 15.36% 17.36% 31.95% 23.62% 16.92% 15.49%
Aditya Birla Sun Life Focused Equity Fund -0.70%₹ 9,929 -5.67%₹ 9,433 8.43%₹ 10,843 23.58%₹ 12,357 16.29%₹ 13,035 18.88%₹ 14,140 29.58%₹ 31,797 18.10%₹ 16,493 22.66%₹ 50,119 13.46%₹ 18,808 15.93%₹ 89,401 15.55%₹ 42,495 14.88%₹ 2,61,457
IIFL Focused Equity Fund -1.16%₹ 9,883 -4.04%₹ 9,596 8.20%₹ 10,819 29.95%₹ 12,994 22.06%₹ 13,391 26.02%₹ 15,890 36.89%₹ 33,847 27.61%₹ 20,823 30.63%₹ 55,843 18.81%₹ 23,687 22.95%₹ 1,06,077 - -
Axis Focused 25 Fund -6.15%₹ 9,384 -11.65%₹ 8,835 1.29%₹ 10,128 16.70%₹ 11,669 3.71%₹ 12,240 16.81%₹ 13,649 22.81%₹ 29,945 18.80%₹ 16,788 19.76%₹ 48,133 16.88%₹ 21,825 15.95%₹ 89,443 - -
SBI Focused Equity Fund -5.99%₹ 9,400 -5.96%₹ 9,404 8.74%₹ 10,874 33.57%₹ 13,357 19.90%₹ 13,258 21.62%₹ 14,800 32.82%₹ 32,702 21.88%₹ 18,135 26.05%₹ 52,507 18.49%₹ 23,371 19.78%₹ 98,241 18.51%₹ 54,734 17.99%₹ 3,09,160
Principal Focused Multicap Fund -0.39%₹ 9,961 -4.44%₹ 9,556 7.46%₹ 10,746 31.57%₹ 13,156 18.80%₹ 13,190 24.67%₹ 15,552 33.40%₹ 32,863 21.50%₹ 17,966 27.04%₹ 53,214 16.51%₹ 21,475 19.50%₹ 97,560 15.54%₹ 42,445 16.15%₹ 2,80,033
ICICI Prudential Focused Equity Fund 0.54%₹ 10,053 -4.89%₹ 9,511 9.45%₹ 10,944 31.66%₹ 13,165 21.45%₹ 13,354 27.74%₹ 16,328 36.00%₹ 33,596 19.90%₹ 17,261 27.54%₹ 53,572 14.12%₹ 19,363 18.38%₹ 94,921 13.92%₹ 36,863 14.65%₹ 2,58,277

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Focused Equity Fund as on 28 Jan 2022 are listed below:

  • Equity Holdings:

    95.19%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    4.81%

Top Sector Holdings of Aditya Birla Sun Life Focused Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 26.36% ₹ 1,418.50 Cr.
Computers - Software 11.23% ₹ 604.47 Cr.
Insurance 5.37% ₹ 289.04 Cr.
NBFC 5.27% ₹ 283.50 Cr.
Telecom - services 5.04% ₹ 275.65 Cr.
Others 46.73% -

Top Stock Holdings of Aditya Birla Sun Life Focused Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 9.93% ₹ 534.20 Cr.
HDFC Bank Ltd. 8.50% ₹ 457.51 Cr.
Infosys Ltd. 7.79% ₹ 419.20 Cr.
Bharti Airtel Ltd. 4.89% ₹ 263.39 Cr.
Larsen & Toubro Ltd. 4.83% ₹ 260.09 Cr.
Others 64.06% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.60%
Margin 1.32%
Warrants 1.05%
Cash and Bank 0.00%
Net Receivables -0.16%