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Aditya Birla Sun Life Focused Equity Fund - Direct Plan

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.

Suitability

This product is suitable for investors who are seeking

• long term capital growth

• investments in equity and equity related securities of top 100 companies as measured by market capitalisation

Fund Info

Scheme Class	Equity
Scheme Category	Focused Fund
Expense Ratio	0.76%
Min subscription	₹ 1,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 5,875
AMC AUM (in Crs.)	₹ 2,49,270
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE 500 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-90) days. No Exit load, if redeemed after 90 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
IDFC Focused Equity Fund - Direct Plan	1000	1000	20.83%
Axis Focused 25 Fund - Direct Plan	100	100	15.7%
Motilal Oswal Focused Fund - Direct Plan	1000	1000	20.01%

Top 10 Holdings

Company	Holding Type	Asset(%)
ICICI Bank Ltd	Equity	10
Housing Development Finance Corp Ltd	Equity	9
Infosys Ltd	Equity	8
Reliance Industries Ltd	Equity	6
Axis Bank Ltd	Equity	5
State Bank of India	Equity	5
Larsen & Toubro Ltd	Equity	5
Bharti Airtel Ltd	Equity	4
SBI Life Insurance Company Limited	Equity	4
Reverse Repo	Cash - Repurchase Agreement	3

Asset Allocation(%)

Asset	Percent
Equity	92
Cash - Repurchase Agreement	5
Cash - Collateral	2
Equity - Warrants Rights (Call)	1

Sector Allocation(%)

Sector	Percent
Financial Services	40
Technology	13
Consumer Cyclical	10
Energy	6
Consumer Defensive	6

Fund Manager

Mahesh Patil

12+ years of experience

Kunal Sangoi

1+ years of experience

Birla Sun Life Mutual Fund

AUM₹2,49,270 Cr

About

Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.##They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.##Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.

care.mutualfunds@adityabirlacapital.com

Phone

1800 22 7000

Address

Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road, Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m