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Business News/Market/Market Stats/    Aditya Birla Sun Life Focused Fund Growth

Aditya Birla Sun Life Focused Fund Growth

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  • Equity
  • Focused Fund
  • Rating 3
  • Plan
130.44 -0.23 (-0.17%) NAV as on 21 Jun, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)7151.96
  • CAGR 35.31%
  • Exit Load1.00%
  • Expense ratio1.82%
  • CategoryEquity
  • Min Investment1000
  • Min SIP100
  • Launch Date2005-10-24

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 24 June 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha -0.32%
  • Beta 0.96
  • Sharpe Ratio0.78
  • Std Deviation 12.25%
  • 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 7151.96 crores & has delivered CAGR of 16.52% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.82%. 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 & Exceptional respectively.

 

The top holdings of the fund include ICICI Bank, HDFC Bank, Infosys & Larsen & Toubro.

 

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

 

Some of the similar funds are 360 ONE Focused Equity Fund Regular Growth, Nippon India Focused Equity Fund - Growth, Aditya Birla Sun Life Focused Fund Growth, Invesco India Focused Fund Regular Growth, Kotak Focused Equity Fund Regular Growth. Aditya Birla Sun Life Focused Fund Growth has a sharpe ratio of 0.78 & a standard deviation of 12.25%.

FAQs about Aditya Birla Sun Life Focused Fund Growth

According to the morning star rating Aditya Birla Sun Life Focused Fund Growth has a Moderate risk & Exceptional return.
Aditya Birla Sun Life Focused Fund Growth is managed by Kunal Sangoi,Dhaval Joshi.
The expense ratio of Aditya Birla Sun Life Focused Fund Growth is 1.82%.
The 5 year annualized return on Aditya Birla Sun Life Focused Fund Growth is 16.52% & it has generated 35.31% in the last 1 year.
The minimum investment in Aditya Birla Sun Life Focused Fund Growth is 1000 Rs.
Aditya Birla Sun Life Focused Fund Growth has an AUM of 7151.96 crores.
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