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 |
| Benchmark Type | Nifty 50 Index |
| Expense Ratio | 1.22% |
| Min subscription | ₹ 1,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 4,039 |
| AMC AUM (in Crs.) | ₹ 2,49,270 |
| Min Addition Subscription | ₹ 1,000 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 12.89% | |
| 100 | 100 | 18.84% | |
| 1000 | 1000 | 12.74% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Clearing Corporation Of India Limited | Cash - Collateral | 10 |
| HDFC Bank Ltd | Equity | 10 |
| ICICI Bank Ltd | Equity | 8 |
| Infosys Ltd | Equity | 6 |
| Reliance Industries Ltd | Equity | 5 |
| Larsen & Toubro Ltd | Equity | 5 |
| Housing Development Finance Corp Ltd | Equity | 5 |
| NTPC Ltd | Equity | 4 |
| State Bank of India | Equity | 4 |
| ITC Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 88 |
| Cash - Collateral | 11 |
| Cash | 0 |
| Bond - Corporate Bond | 0 |
| Mutual Fund - ETF | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 28 |
| Information Technology Services | 11 |
| Cash - Collateral | 11 |
| Oil & Gas Refining & Marketing | 7 |
| Drug Manufacturers - Specialty & Generic | 6 |
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.
Email
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
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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