Aditya Birla Sun Life Focused Fund Direct Plan Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Kunal Sangoi. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.9% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹7056 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹1000/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 51.44% |
Size breakup
Aditya Birla Sun Life Focused Fund Direct Plan Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 3.06% | 3.06% |
6 Month Returns | 22.04% | 22.04% |
1 Year Returns | 39.58% | 39.58% |
3 Years Returns | 70.89% | 19.56% |
5 Years Returns | 117.6% | 16.82% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Aditya Birla Sun Life Focused Fund Direct Plan Growth | 1.63 | -0.25 | -0.2 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Aditya Birla Sun Life Focused Fund Direct Plan Growth | 0.88 | 0.93 | 0.94 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Aditya Birla Sun Life Focused Fund Direct Plan Growth | 2.76 | 0.97 | 0.65 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Aditya Birla Sun Life Focused Fund Direct Plan Growth | 9.58 | 12.56 | 18.13 |