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 | 0.87% | 0.87% |
6 Month Returns | 21.93% | 21.93% |
1 Year Returns | 26.91% | 26.91% |
3 Years Returns | 45.49% | 13.31% |
5 Years Returns | 86.51% | 13.28% |
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 | -3.33 | -3.01 | -2.91 |
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 | 0.91 |
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 | 1.65 | 0.69 | 0.52 |
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 | 11.35 | 12.13 | 18.02 |