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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

16.98

as on 12 Aug 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,036 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

  • ₹ 91.531

    as on 12 Aug 2022
  • Regular - Growth

  • 11 / 22

  • ₹ 1,000

  • ₹ 5,163 Cr.

    as on 31 Dec 2021
  • 2.01%

  • 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 ₹ 91.531 as on 12 Aug 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 11.25% 14.90% 8.49% 24.49% 35.58% 23.08% 17.27% 18.76% 21.61% 29.84% 28.27% 19.43% 17.19%
Category Average 8.52% 11.75% 0.97% 7.24% 25.43% 18.17% 12.48% 15.20% 6.21% 16.40% 19.83% 15.29% 14.37%
Aditya Birla Sun Life Focused Equity Fund 8.52%₹ 10,851 11.27%₹ 11,127 0.75%₹ 10,074 6.21%₹ 10,620 5.51%₹ 12,353 24.28%₹ 15,444 14.91%₹ 27,820 16.98%₹ 16,036 18.55%₹ 47,295 10.99%₹ 16,853 14.25%₹ 85,753 15.00%₹ 40,503 13.57%₹ 2,43,748
SBI Focused Equity Fund 8.20%₹ 10,819 9.70%₹ 10,969 -2.81%₹ 9,718 5.07%₹ 10,506 -0.20%₹ 11,987 26.26%₹ 15,942 15.15%₹ 27,884 18.80%₹ 16,798 19.13%₹ 47,684 15.26%₹ 20,356 16.08%₹ 89,685 16.70%₹ 46,948 16.00%₹ 2,77,662
IIFL Focused Equity Fund 9.77%₹ 10,977 13.63%₹ 11,362 -1.99%₹ 9,800 4.27%₹ 10,426 3.85%₹ 12,248 27.84%₹ 16,343 16.55%₹ 28,253 22.25%₹ 18,310 22.18%₹ 49,754 16.10%₹ 21,108 19.43%₹ 97,338 - -
Principal Focused Multicap Fund 10.06%₹ 11,005 12.72%₹ 11,271 -1.75%₹ 9,825 4.84%₹ 10,484 3.53%₹ 12,227 26.70%₹ 16,053 15.65%₹ 28,016 20.53%₹ 17,546 20.42%₹ 48,549 13.70%₹ 19,014 16.61%₹ 90,868 14.76%₹ 39,671 14.64%₹ 2,58,104
Nippon India Focused Equity Fund 8.18%₹ 10,818 13.96%₹ 11,395 2.77%₹ 10,276 11.30%₹ 11,129 11.90%₹ 12,757 35.24%₹ 18,290 23.08%₹ 29,997 23.08%₹ 18,688 27.10%₹ 53,216 13.52%₹ 18,864 18.47%₹ 95,087 18.24%₹ 53,523 17.19%₹ 2,96,051
Franklin India Focused Equity Fund 8.90%₹ 10,889 14.90%₹ 11,490 0.99%₹ 10,099 10.91%₹ 11,091 11.08%₹ 12,705 35.58%₹ 18,382 23.36%₹ 30,074 20.18%₹ 17,390 25.33%₹ 51,951 13.54%₹ 18,884 17.94%₹ 93,860 18.76%₹ 55,904 16.57%₹ 2,86,322

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Focused Equity Fund as on 14 Aug 2022 are listed below:

  • Equity Holdings:

    96.39%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.63%

Top Sector Holdings of Aditya Birla Sun Life Focused Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 25.03% ₹ 1,321.96 Cr.
Computers - Software 13.16% ₹ 695.10 Cr.
Refineries/Marketing 5.69% ₹ 300.62 Cr.
Insurance 5.53% ₹ 291.87 Cr.
Engineering, designing, construction 5.28% ₹ 279.12 Cr.
Others 45.31% -

Top Stock Holdings of Aditya Birla Sun Life Focused Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 9.58% ₹ 506.29 Cr.
Infosys Ltd. 8.98% ₹ 474.50 Cr.
HDFC Bank Ltd. 7.93% ₹ 418.73 Cr.
Reliance Industries Ltd. 5.69% ₹ 300.62 Cr.
Larsen & Toubro Ltd. 5.28% ₹ 279.12 Cr.
Others 62.54% -

Other Holdings

Holding TypeHolding Percentage
TREPS 1.86%
Margin 1.33%
Warrants 0.98%
Cash and Bank 0.00%
Net Receivables -0.54%