Aditya Birla Sun Life Focused Equity Fund Direct Plan Growth - Regular - Latest NAV [ ₹82.5266 ], Returns, Performance, Portfolio & Returns 2021

Aditya Birla Sun Life Focused Equity Fund Direct Plan Growth

  • highlight
    13.91%
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    (--0.36)82.5266

Min amount: ₹1,000

Calculate Returns

20 yrs
Rs. 1,000 invested monthly becomes Rs. 13 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years13.91%
3 Years10.86%
1 Year56.46%
6 Months15.84%
Fund Details
ISININF209K01WE3
RiskVery High Risk
Fund TypeFocused Fund
NAV82.5266
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
ICICI Bank Ltd9.61%
Infosys Ltd8.97%
HDFC Bank Ltd8.55%
Axis Bank Ltd4.79%
Bharti Airtel Ltd4.43%
Larsen & Toubro Ltd Shs Dematerialised3.95%
Bajaj Finance Ltd3.32%
Reliance Industries Ltd Shs Dematerialised3.13%
Dr Reddy's Laboratories Ltd3%
Hindustan Unilever Ltd2.93%

About Aditya Birla Sun Life Focused Equity Fund - Direct Plan - Growth

Aditya Birla Sun Life Focused Equity Fund - Direct Plan - Growth aims to offer capital growth, by investing in stocks of large-cap and mid-cap companies. The fund manager focuses on large-cap stocks across sectors, to generate maximum returns for the investors.

Pros and Cons of Aditya Birla Sun Life Focused Equity Fund - Direct Plan - Growth

The fund manager invests in a portfolio of stocks of large and medium sized companies, across sectors. The focus is on investing in large companies, which are less vulnerable to market corrections. On the flip side, returns are lower as compared to mid-cap funds.

Fund Information and Statistics

i) Inception/Launch Date

Aditya Birla Sun Life Focused Equity Fund was launched on 01 January 2013.

ii) Risk Level

Aditya Birla Sun Life Mutual Fund has classified Aditya Birla Sun Life Focused Equity Fund as 'moderately high risk'. It is riskier as compared to debt funds.

iii) Redemption

Aditya Birla Sun Life Focused Equity Fund is open-ended, and the investment can be redeemed at any time.

iv) Fund Manager

Mr Mahesh Patil is the current fund manager of Aditya Birla Sun Life Focused Equity Fund.

v) Entry/Exit Load

SEBI norms have prevented mutual fund houses from levying an entry load. An exit load of 1% would be levied on redeeming the investment within 12 months.

About Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund was established as a joint venture between Aditya Birla Capital Limited and Sun Life India (AMC). It entered the Indian mutual fund industry, after registering with the Indian capital market regulator, way back in 1994. It has Aditya Birla Capital Limited and Sun Life India (AMC) Investments Inc, as its sponsors. Aditya Birla Sun Life Trustee Private Limited is the trustee. It has total assets under management (AUM) as of June 2020, at a huge Rs 2.14 lakh crore.

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Min amount: ₹1,000

Calculate Returns

20 yrs
Rs. 1,000 invested monthly becomes Rs. 13 Lakhs in a period of 20 years
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns