Aditya Birla Sun Life Focused Fund -Growth Option
Category: Equity: Focused
Launch Date: 05-10-2005
AUM:
₹ 8,054.66 Cr
Expense Ratio
1.81%
Benchmark
NIFTY 500 TRI
ISIN
INF209K01462
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
100
Fund Manager
Mr. Kunal Sangoi
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Aditya Birla Sun Life Focused Fund -Growth Option | -1.29 | 15.24 | 18.74 |
| NIFTY 500 TRI | -2.55 | 16.27 | 21.42 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
137.8159
Last change
-1.53 (-1.1091%)
Fund Size (AUM)
₹ 8,054.66 Cr
Performance
14.18% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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.
Fund Manager
Mr. Kunal Sangoi
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.8 |
| INFOSYS LIMITED EQ FV RS 5 | 6.24 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.89 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.45 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.66 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.95 |
| Coforge Limited | 3.86 |
| TECH MAHINDRA LIMITED EQ NEW FV RS. 5/- | 3.75 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.73 |
| SBI LIFE INSURANCE COMPANY LIMITED EQ | 3.27 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 31.19 |
| Information Technology | 13.85 |
| Automobile and Auto Components | 6.73 |
| Oil, Gas & Consumable Fuels | 5.89 |
| Consumer Services | 5.33 |
| Consumer Durables | 4.74 |
| Telecommunication | 4.66 |
| Fast Moving Consumer Goods | 4.2 |
| Construction | 3.95 |
| Power | 3.25 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| ABSL Focused Gr | 18.74 |
| Bandhan Focused Fund Reg Gr | 18.57 |
| Invesco India Focused Gr | 0.0 |
| HDFC Focused Fund GR | 27.98 |
| Canara Robeco Focused Fund Reg Gr | 0.0 |
| Mirae Asset Focused Reg Gr | 17.75 |
| ICICI Pru Focused Equity Gr | 24.33 |
| SBI FOCUSED FUND Reg PLAN Gr | 19.42 |
| Axis Focused Fund Reg Gr | 13.85 |
| HSBC Focused Fund Reg Gr | 20.12 |