Aditya Birla Sun Life Focused Equity Fund Direct Plan

Scheme Type
Open-ended
Scheme Category
Focused Fund
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 3898.32
Expense Ratio
1.13%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
59.5481
(0.77 %)
NAV as on 2019-01-15
Returns
Fund
Aditya Birla Sun Life Focused Equity Fund Direct Plan
1 Year
-4.21%
3 Year
13.07%
5 Year
15.89%
AMC Details
amc launch date
Launch Date
23 Dec 1994
amc sponsor
Sponsor
NA
amc email
Email
connect@birlasunlife.com
amc phone
Phone
022 - 43568000
amc address
Address
One India Bulls Centre , Tower 1,,17th Floor, Jupiter Mill Compound,,841, Senapati Bapat Marg,,Elphinstone Road,, Mumbai - 400 013
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 365 days.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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.
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 Analysis
Earlier known as Aditya Birla SunLife Top 100. After Ajay Argal, Mahesh Patil has taken over the fund management and has already proved why he is a star performer. Though the fund has been a decent performer in the near term but considering its track record over a long term it has been worth considering it in a large cap portfolio. Along with the astute fund manager the fund also shares some holding as of The Frontline Equity fund of the AMC with allocation differences. This has been a major reason to put trust in the fund for a large cap category.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,927
Portfolio Value
-73
Total Returns