Overview (as on 09 Apr 2021)
NAV
₹82.4944
1y returns
56.48%
Fund AUM
₹4,610 Cr
Expense Ratio
1.14%
Min SIP
₹1,000
Min Lumpsum
₹1,000
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Equity (97.99%)
Debt & Cash (2.01%)
Sector Allocation
Financial Services
36.58%
Tech
15.76%
Defensive
10.19%
Health
7.54%
Consumer
6.57%
Energy
5.32%
Basic Materials
5.10%
Communication
4.40%
Industrials
4.30%
Real Estate
2.19%
Utilities
2.04%
Size Breakup
Large Cap
92.86%
Mid Cap
7.14%
Key Metrics
Beta
0.95
Std deviation
17.9%
Sharpe Ratio
0.52
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Housing Development Finance Corporation Limited (Warrant)
Equity
0.99%
Fund Details
Investment Objectives
"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."
Scheme Name
Aditya Birla Sun Life Focused Equity Fund Direct Plan Growth
Scheme Document
Exit Load
For 0 - 365 Days: 1%
After 365 Days : 0%
Plan Started
01 January, 2013
Fund Manager
Mahesh Patil
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
NA
Phone
+912243568110/8111
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road
Other Related Plans
Fund Name | Plan Type | Expense Ratio | 1yr Returns |
---|---|---|---|
Direct | 1.14% | 56.49% | |
Direct | 1.14% | 56.49% | |
Regular | 1.93% | 55.04% | |
Regular | 1.93% | 55.04% |
Peer Funds
Aditya Birla Sun Life Focused Equity Fund Direc...
NAV
₹82.4944
INDmoney Analysis
Return Score
Average
Risk Score
Average
Fund is in Top 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Top 50 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Manager

Mahesh Patil
leader
Qualifications
B.E.(Electrical), MMS(JBIMS), CFA (ICFAI)
Work Experience
"Over 20 years experience in fund management, equity research and corporate finance. Prior to joining BSLAMC, he has worked with Reliance Infocom Ltd. in Business Strategy, and as a Sr. Research Analyst with Motilal Oswal Securities and Parag Parikh Financial Advisory Services"