Aditya Birla Sun Life Focused Fund Growth
- Focused Fund
- Equity
- Very High Risk
Rating:
3
Key Metrics
Aum
₹8,016.66 Cr
Expense Ratio
1.53%
Exit Load
1.00%
Min. Investment
₹1,000.00
Min. SIP
₹100.00
Launch Date
24 Oct 2005
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -4.32% | -- |
| 3 Months | +4.63% | -- |
| 6 Months | +3.62% | -- |
| 1 Year | +2.1% | +2.1% |
| 2 Years | -- | +1.15% |
| 3 Years | +37.14% | +11.1% |
| 5 Years | +57.51% | +9.51% |
| Since Launch | +1337.61% | +13.62% |
Holdings as on 15 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 466.13 | 5.81 |
| Reliance Industries | 430.50 | 5.37 |
| Eternal | 354.99 | 4.43 |
| Coforge | 329.14 | 4.11 |
| Shriram Finance | 323.20 | 4.03 |
| Infosys | 322.49 | 4.02 |
| AXIS Bank Ltd | 305.38 | 3.81 |
| Tech Mahindra | 299.93 | 3.74 |
| HDFC Bank | 299.82 | 3.74 |
| State Bank of India | 292.27 | 3.65 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.53
Sharpe Ratio
14.07%
Std. Deviation
4.04%
Tracking Error
-0.32%
Alpha
0.96
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Aditya Birla Sun Life Focused Fund Growth | +2.1% | +11.1% | +9.51% |
| 360 ONE Focused Fund Regular Growth | +4.3% | +10.15% | +10.53% |
| Nippon India Focused Fund - Growth | -0.46% | +8% | +9.88% |
| Axis Focused Fund Growth | +1.3% | +9.43% | +3.76% |
| Mirae Asset Focused Fund Regular Growth | -4.05% | +5.91% | +5.32% |
Results are calculated on CAGR basis
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 8016.66 crores & has delivered CAGR of 9.51 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.53%. 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 Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, Reliance Industries, Eternal, Coforge.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services, Electric Utilities.
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 0.53 & a standard deviation of 14.07%.
FAQs
According to the morning star rating Aditya Birla Sun Life Focused Fund Growth has a Medium risk & Good return.
Aditya Birla Sun Life Focused Fund Growth is managed by Kunal Sangoi.
The expense ratio of Aditya Birla Sun Life Focused Fund Growth is 1.53%.
The 5 year annualized return on Aditya Birla Sun Life Focused Fund Growth is 9.51% & it has generated 2.10% 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 8016.66 crores.
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