• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Focused Equity Fund (Growth)

Formerly Aditya BSL Top 100 Gr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Focused Equity Fund (Growth)

EquityFocused

92.9622

NAV (Aug 17)

10.8%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in focused mutual funds.

However, Scripbox does not recommend investing in focused mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 5,825 Cr

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

View all 7 analysis

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Want the focused equity funds that are right for your long term equity investment needs?

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

92.9622

NAV (Aug 17)

Fund Returns

Last 1Y

6.8%

Last 3Y

17.8%

Last 5Y

10.8%

Last 10Y

15.1%

Since Inception

14.2%

6 Month CAGR

3.3%

Scheme Information

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.

Expense Ratio

1.97

Launched (17y ago)

Oct 24, 2005

AUM in Crores

5824.571

ISIN

INF209K01462

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Mahesh Patil

Fund Manager

Kunal Sangoi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-08-17

Top Stock Holdings

icici bank ltd

9.6%
9.6%

infosys ltd

7.6%
7.6%

hdfc bank ltd

7.6%
7.6%

clearing corporation of india limited

7.4%
7.4%

reliance industries ltd

5.9%
5.9%
See all holdings

Allocation by Sector

financial services

39.1%
39.1%

technology

12.6%
12.6%

consumer cyclical

9.3%
9.3%

energy

5.9%
5.9%

consumer defensive

5.5%
5.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Canara Robeco Emerging Equities fund (G)
Canara Robeco Emerging Equities fund (G)

₹ 14,233 cr

₹ 4,507 cr

₹ 9,966 cr

₹ 14,233 cr

₹ 9,966 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 289,933 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,332 debt and 16 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.4%

    7.4%

    5.2%

    6.8%

    5.4%

    7.3%

    5.2%

    7.1%

    5.5%

    7.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Aditya Birla Sun Life Focused Equity Fund (G) Review

    Aditya Birla Sun Life Focused Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 14.2% over a period of 16 years. The fund was previously known as Aditya BSL Top 100 Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Kunal Sangoi, Mahesh Patil.

    Nav of Aditya Birla Sun Life Focused Equity Fund (G) as of 8/17/2022 is ₹92.96 with the total AUM as of 8/18/2022 is ₹5824.571. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Focused Equity Fund (G) was launched on Oct 24, 2005. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Aditya Birla Sun Life Focused Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Aditya Birla Sun Life Focused Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.

    Aditya Birla Sun Life Focused Equity Fund (G) is rated as a 2 fund in Equity and delivered 6.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Focused Equity Fund (G).

    Frequently Asked Questions

    What is Aditya Birla Sun Life Focused Equity Fund (G)?

    Aditya Birla Sun Life Focused Equity Fund (G) is a Focused Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Aditya Birla Sun Life Focused Equity Fund (G)?

    You can invest in Aditya Birla Sun Life Focused Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Aditya Birla Sun Life Focused Equity Fund (G)?

    The minimum sip amount for Aditya Birla Sun Life Focused Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Aditya Birla Sun Life Focused Equity Fund (G) good to invest in?

    As per Scripbox experts, Aditya Birla Sun Life Focused Equity Fund (G) is a Neutral fund. You can investAditya Birla Sun Life Focused Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Aditya Birla Sun Life Focused Equity Fund (G)?

    The expense ratio of the Aditya Birla Sun Life Focused Equity Fund (G) is 1.97% for regular plan.