Aditya Birla Sun Life Focused Equity Fund Direct Plan Growth
- 16.81%
- (+1.52)83.357
Min amount: ₹1,000
Calculate Returns
- Fund Summary
- More about Fund
- Related funds
- Why Cleartax
- FAQs
Fund Summary
| Period | Returns(per year) |
|---|---|
| 10 Years | -- |
| 5 Years | 16.81% |
| 3 Years | 11.82% |
| 1 Year | 23.49% |
| 6 Months | 27.87% |
| Fund Details | |
|---|---|
| ISIN | INF209K01WE3 |
| Risk | Moderately High risk |
| Fund Type | Focused Fund |
| NAV | 83.357 |
| Exit Load | 1% for 365 Days |
More about this fund
| Top Holdings | Weightage |
|---|---|
| ICICI Bank Ltd | 9.35% |
| HDFC Bank Ltd | 8.89% |
| Infosys Ltd | 8.76% |
| Bharti Airtel Ltd | 6.22% |
| Axis Bank Ltd | 4.09% |
| HCL Technologies Ltd Shs Dematerialised | 3.64% |
| Cipla Ltd | 3.09% |
| Crompton Greaves Consumer Electricals Ltd | 3.08% |
| Hindustan Unilever Ltd | 3.07% |
| Reliance Industries Ltd Shs Dematerialised | 3.03% |
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.
Customer Reviews
" Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends "
IT Developer, Bangalore" I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great. "
Software Engineer, Indore" Investing through ClearTax is super easy and simple. It is extremely helpful for investors with less finance knowledge. "
Campus Manager, Bangalore
Invest Now in 3 Easy Steps
- 1
- 2
- 3
Why ClearTax Invest?
Our experts do all the research and offer only the BEST mutual funds- Trusted by Over 25 Lakh Indians
- Invest in just 5 minutes
- No paperwork required
- Simple and easy to use
Frequently Asked Questions
- Read More
Min amount: ₹1,000
Calculate Returns
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