Aditya Birla Sun Life Focused Fund -Growth Option
Category: Equity: Focused
Launch Date: 05-10-2005
AUM:
₹ 7,132 Cr
Expense Ratio
1.83%
Benchmark
NIFTY 500 TRI
ISIN
INF209K01462
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
100
Fund Manager
Mr. Kunal Sangoi
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Aditya Birla Sun Life Focused Fund -Growth Option | 5.09 | 16.22 | 13.29 |
| NIFTY 500 TRI | 6.18 | 16.02 | 14.2 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
143.4775
Last change
0.16 (0.1094%)
Fund Size (AUM)
₹ 7,132 Cr
Performance
13.84% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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.
Fund Manager
Mr. Kunal Sangoi
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| RELIANCE INDUSTRIES LIMITED EQ | 6.57 |
| INFOSYS LIMITED EQ FV RS 5 | 6.49 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.9 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 4.26 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.11 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.09 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.91 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.86 |
| Shriram Finance Limited | 3.81 |
| TECH MAHINDRA LIMITED EQ NEW FV RS. 5/- | 3.8 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.84 |
| Information Technology | 13.56 |
| Oil, Gas & Consumable Fuels | 6.57 |
| Consumer Durables | 5.88 |
| Consumer Services | 5.85 |
| Automobile and Auto Components | 5.1 |
| Healthcare | 4.6 |
| Construction | 4.26 |
| Telecommunication | 4.09 |
| Power | 3.75 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| ABSL Focused Gr | 13.29 |
| Motilal Oswal Focused Fund Reg Plan Gr | 9.38 |
| SBI FOCUSED FUND Reg PLAN Gr | 15.26 |
| ITI Focused Fund Reg Gr | 0.0 |
| HSBC Focused Fund Reg Gr | 14.64 |
| Kotak Focused Fund Reg Gr | 14.68 |
| Old Bridge Focused Fund Reg Gr | 0.0 |
| Union Focused Reg Gr | 12.51 |
| Bandhan Focused Fund Reg Gr | 14.44 |
| Quant Focused Gr | 12.43 |