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  • Net Change on 09-09-2022

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Fund Overview IDCW | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Aditya Birla Sun Life Focused Equity Fund -Regular - IDCW 2.39 9.33 1.63 17.77 10.34 14.03
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 1.69 8.53 3.85 18.53 14.86 13.55

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Aditya Birla Sun Life Focused Equity Fund -Regular - IDCW Oct 24, 2005 Unrated 1.63 17.77 10.34 1.92 5,989.14
SBI Focused Equity Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Oct 11, 2004 -0.23 19.72 14.45 1.71 27,450.47
Axis Focused 25 Fund - Regular Plan - IDCW Jun 29, 2012 Unrated -9.27 15.13 10.72 1.75 19,124.22
Franklin India Focused Equity Fund - IDCW Jul 26, 2007 9.70 21.97 13.45 1.89 8,184.25
NIPPON INDIA FOCUSED EQUITY FUND - IDCW OPTION Dec 26, 2006 10.11 24.54 12.73 2.02 6,193
ICICI Prudential Focused Equity Fund - IDCW May 28, 2009 7.13 21.53 13.24 2.01 3,656.68

Fund Holdings as on 31-August-2022

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Reliance Industries Limited

  • Clearing Corporation of India Limited

  • Larsen & Toubro Limited

  • Axis Bank Limited

  • SBI Life Insurance Company Limited

  • Bharti Airtel Limited

  • State Bank of India

  • Mahindra & Mahindra Limited

  • Bajaj Finance Limited

  • Bata India Limited

  • UltraTech Cement Limited

  • HCL Technologies Limited

  • Housing Development Finance Corporation Limited

  • Phoenix Mills Limited

  • United Spirits Limited

  • Tech Mahindra Limited

  • Crompton Greaves Consumer Electricals Limited

  • Dr. Reddys Laboratories Limited

  • Hindustan Unilever Limited

  • Tata Consumer Products Limited

  • Bandhan Bank Limited

  • SBI Cards & Payment Services Limited

  • NTPC Limited

  • Tata Motors Limited

  • Hindalco Industries Limited

  • ICICI Lombard General Insurance Company Limited

  • Margin (Future and Options)

  • Gland Pharma Limited

  • Sona BLW Precision Forgings Limited

  • Housing Development Finance Corporation Limited (Warrant)

  • Bharti Airtel Limited

  • Cash and Bank

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Miscellaneous

  • Refineries

  • Insurance

  • Finance - NBFC

  • Engineering - Construction

  • Telecommunication - Service Provider

  • Bank - Public

  • Automobiles - Passenger Cars

  • Retailing

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Finance - Housing

  • Construction - Real Estate

  • Breweries & Distilleries

  • Consumer Durables - Domestic Appliances

  • Household & Personal Products

  • Tea/Coffee

  • Power Generation/Distribution

  • Automobiles-Trucks/Lcv

  • Metal - Non Ferrous

  • Auto Ancillary

View More

Fund Manager

Most Recent Dividend

  • 26/07/2022

  • 29/07/2021

  • 31/07/2020

  • 26/07/2019

  • 26/03/2018

  • 31/07/2017

  • 25/07/2016

  • 27/07/2015

  • 23/01/2015

  • 30/06/2014

  • 27/01/2014

  • 01/07/2013

  • 01/02/2013

  • 25/06/2012

  • 23/05/2011

  • 18/10/2010

  • 15/03/2010

  • 16/10/2009

  • 02/06/2008

  • 15/01/2007

  • Cash

  • Equity

  • Rights

  • Warrants

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About Aditya Birla Sun Life Focused Equity Fund

Scheme Analysis

Aditya Birla Sun Life Focused Equity Fund is a Equity - Focused Fund fund and belongs to Aditya Birla Sun Life Mutual Fund . It was launched on 24-Oct-2005 and currently has an AUM of ₹5,989.14 crore. Aditya Birla Sun Life Focused Equity Fund is benchmarked against NIFTY 500 - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of Aditya Birla Sun Life Focused Equity Fund ended up ₹0.01 (0.05%) yesterday to ₹19.4852 .

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The Aditya Birla Sun Life Focused Equity Fund is managed by Mahesh Patil and Kunal Sangoi.

Fund House Contact

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111
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