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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 Type

Open-ended

Scheme Category

Focused Fund

Benchmark Type

Nifty 50 Index

Scheme AUM (in Crs.)

₹ 4268.37

Expense Ratio

1.12%

Scheme Class

Equity

AMC AUM (in Crs.)

₹ 249270

Min Subscription

₹ 1000

Min Addition Subscription

₹ 1000

Performance

Comparison

Portfolio

AMC Details

Building Graph

Peer Comparison

Fund

Min SIP Inv.

Min Inv.

Returns 3Y

Fund Size(Cr.)

Tata Retirement Savings Moderate Fund Direct Plan…

1000

14.87%

1061.2

Reliance Equity Hybrid Fund - Direct Plan…

500

10.21%

1,2812.7

HDFC Balanced Fund - Direct Plan…

1000

12.69%

2,1779.0

L&T Hybrid Equity Fund Direct Plan…

1000

10.85%

9748.5

Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan…

1000

10.42%

1,3672.2

ICICI Prudential Equity & Debt Fund Direct Plan…

1000

14.39%

2,6563.9

Principal Hybrid Equity Fund- Direct Plan…

1000

16.17%

1738.7

DSP Equity & Bond Fund - Direct Plan…

1000

12.33%

6424.1

Top 10 Holdings…

Company

Holding Type

Asset(%)

HDFC Bank Ltd

Equity

ICICI Bank Ltd

Equity

Clearing Corporation Of India Limited

Cash - Collateral

Housing Development Finance Corp Ltd

Equity

State Bank of India

Equity

Infosys Ltd

Equity

ITC Ltd

Equity

Reliance Industries Ltd

Equity

NTPC Ltd

Equity

Larsen & Toubro Ltd

Equity

Asset Allocation(%)

Equity

Cash - Collateral

Cash - Commercial Paper

Cash

Other Assets And Liabilities

Sector Allocation(%)

Sector

Percent

Banks - Regional - Asia

Information Technology Services

Specialty Finance

Cash - Collateral

Steel

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.

connect@birlasunlife.com

Phone

1800 22 7000

Address

One India Bulls Centre , Tower 1,,17th Floor, Jupiter Mill Compound,,841, Senapati Bapat Marg,,Elphinstone Road,, Mumbai - 400 013

Birla Sun Life Mutual Fund

AUMLaunch DatePhoneEmailAddress2,49,27023 Dec 19941800 22 7000connect@birlasunlife.comOne India Bulls Centre , Tower 1,,17th Floor, Jupiter Mill Compound,,841, Senapati Bapat Marg,,Elphinstone Road,, Mumbai - 400 013

Calculate Returns

LUMPSUM

SIP

Investment Amount

₹10,000

Return Amount

₹4,185

Return Rate

Duration

6y 0m

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Disclaimer

Mutual Funds investments are subject to market risks, read all scheme related documents carefully.

Top 10 Holdings…

Birla Sun Life Mutual Fund

Birla Sun Life Mutual Fund

Investment Duration