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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

16.30

as on 20 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,742 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

  • ₹ 91.174

    as on 20 Sep 2021
  • Regular - Growth

  • 12 / 22

  • ₹ 1,000

  • ₹ 4,938 Cr.

    as on 20 Sep 2021
  • 2.03%

    since 31 May 2021
  • 24 Oct 2005

  • Equity - Focused Fund

  • Nifty 50 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 ₹ 91.174 as on 20 Sep 2021.

This fund has 15 years of track record. Since 31 May 2021 expense ratio of this fund is 2.03%. Ideally you shoulds compare this fund with the benchmark Nifty 50 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 9.38% 15.52% 28.28% 72.71% 33.63% 25.35% 18.98% 18.66% 65.30% 48.66% 36.59% 25.14% 19.45%
Category Average 5.82% 11.18% 20.32% 53.39% 26.20% 16.48% 14.49% 14.96% 51.18% 39.86% 28.23% 19.04% 16.07%
Aditya Birla Sun Life Focused Equity Fund 5.51%₹ 10,550 11.66%₹ 11,165 20.85%₹ 12,084 51.66%₹ 15,165 49.25%₹ 15,002 24.90%₹ 15,610 38.27%₹ 34,235 16.30%₹ 15,742 27.23%₹ 53,346 13.72%₹ 19,023 18.23%₹ 94,572 15.61%₹ 42,695 16.01%₹ 2,77,907
IIFL Focused Equity Fund 5.89%₹ 10,589 14.27%₹ 11,426 23.83%₹ 12,383 57.83%₹ 15,783 58.38%₹ 15,524 33.63%₹ 17,870 46.90%₹ 36,724 25.35%₹ 19,721 36.59%₹ 60,389 18.17%₹ 23,053 25.14%₹ 1,11,784 - -
Axis Focused 25 Fund 9.38%₹ 10,937 15.52%₹ 11,551 25.30%₹ 12,529 59.64%₹ 15,964 58.42%₹ 15,526 29.01%₹ 16,654 43.32%₹ 35,684 19.16%₹ 16,934 32.09%₹ 56,929 18.98%₹ 23,853 22.90%₹ 1,05,934 - -
SBI Focused Equity Fund 9.22%₹ 10,921 14.86%₹ 11,486 28.28%₹ 12,827 62.30%₹ 16,229 65.30%₹ 15,914 30.14%₹ 16,947 44.76%₹ 36,100 20.85%₹ 17,668 32.82%₹ 57,481 17.65%₹ 22,553 23.02%₹ 1,06,224 18.19%₹ 53,268 19.45%₹ 3,34,584
Principal Focused Multicap Fund 4.15%₹ 10,415 9.57%₹ 10,957 20.69%₹ 12,068 58.16%₹ 15,815 52.26%₹ 15,175 30.21%₹ 16,968 42.04%₹ 35,313 19.65%₹ 17,144 31.16%₹ 56,233 15.79%₹ 20,822 21.31%₹ 1,01,936 15.34%₹ 41,734 16.87%₹ 2,91,004
ICICI Prudential Focused Equity Fund 5.03%₹ 10,502 12.39%₹ 11,239 21.27%₹ 12,126 52.89%₹ 15,289 55.15%₹ 15,340 29.17%₹ 16,696 44.32%₹ 35,974 14.94%₹ 15,197 30.29%₹ 55,584 13.29%₹ 18,667 19.65%₹ 97,914 14.12%₹ 37,496 15.24%₹ 2,66,600

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Focused Equity Fund as on 21 Sep 2021 are listed below:

  • Equity Holdings:

    95.64%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    4.38%

Top Sector Holdings of Aditya Birla Sun Life Focused Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 25.00% ₹ 1,234.71 Cr.
Computers - software 12.49% ₹ 616.76 Cr.
Pharmaceuticals 5.20% ₹ 256.80 Cr.
Nbfc 4.80% ₹ 236.80 Cr.
Insurance 4.46% ₹ 220.12 Cr.
Others 48.05% -

Top Stock Holdings of Aditya Birla Sun Life Focused Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 9.58% ₹ 473.18 Cr.
ICICI Bank Ltd. 8.74% ₹ 431.69 Cr.
HDFC Bank Ltd. 8.43% ₹ 416.48 Cr.
Axis Bank Ltd. 4.67% ₹ 230.38 Cr.
Bharti Airtel Ltd. 4.39% ₹ 216.80 Cr.
Others 64.19% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.66%
Margin 1.10%
Warrants 0.95%
Cash and Bank 0.00%
Net Receivables -0.33%