Aditya Birla Sun Life Focused Fund Growth

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Equity
Focused Fund
Rating 3
Plan

140.74 +1.34 (0.96%) NAV as on 10 Mar, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)8068.13
CAGR 12.00%
Exit Load1.00%
Expense ratio1.81%
CategoryEquity
Min Investment1000
Min SIP100
Launch Date2005-10-24

Asset Allocation

Holdings As On - 12 March 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

ICICI Bank
516.88
6.41%

Infosys
510.88
6.33%

Reliance Industries
486.56
6.03%

Tech Mahindra
341.65
4.23%

Larsen & Toubro Ltd
341.27
4.23%

Bharti Airtel
339.87
4.21%

AXIS Bank Ltd
324.47
4.02%

Shriram Finance
319.08
3.95%

State Bank of India
306.42
3.80%

HDFC Bank
303.90
3.77%

Peer Comparison

Fund Name
Aditya Birla Sun Life Focused Fund Growth12%
360 ONE Focused Fund Regular Growth6.39%
Nippon India Focused Fund - Growth10.51%
Axis Focused Fund Growth5.9%
Mirae Asset Focused Fund Regular Growth0.31%

Risk & Volitility

Alpha -0.32%
Beta 0.96
Sharpe Ratio0.91
Std Deviation 11.79%
Tracking Error 4.04%

About Fund

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.

The Aditya Birla Sun Life Focused Fund Growth has an AUM of 8068.13 crores & has delivered CAGR of 12.50% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.81%. The minimum investment in Aditya Birla Sun Life Focused Fund Growth is Rs 1000 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

The top holdings of the fund include ICICI Bank, Infosys, Reliance Industries & Tech Mahindra.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Construction Services & Oil & Gas Operations.

Some of the similar funds are Aditya Birla Sun Life Focused Fund Growth, 360 ONE Focused Fund Regular Growth, Nippon India Focused Fund - Growth, Axis Focused Fund Growth, Mirae Asset Focused Fund Regular Growth. Aditya Birla Sun Life Focused Fund Growth has a sharpe ratio of 0.91 & a standard deviation of 11.79%.