Aditya Birla Sun Life Focused Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl 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/-- |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 51.44% |
Size breakup
Aditya Birla Sun Life Focused Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 3.06% | 3.06% |
6 Month Returns | 22.04% | 22.04% |
1 Year Returns | 29.88% | 29.88% |
3 Years Returns | 49.12% | 14.25% |
5 Years Returns | 88.21% | 13.48% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Aditya Birla Sun Life Focused Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl | -3.56 | -3.07 | -2.7 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Aditya Birla Sun Life Focused Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl | 0.81 | 0.79 | 0.9 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Aditya Birla Sun Life Focused Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl | 1.69 | 0.62 | 0.49 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Aditya Birla Sun Life Focused Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl | 11.4 | 12.08 | 18 |