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  • Aditya Birla Sun Life Focused Equity Fund (Growth)

Formerly Aditya BSL Top 100 Gr

Aditya Birla Sun Life Focused Equity Fund (Growth)

Aditya Birla Sun Life Focused Equity Fund (Growth)

EquityDiversified

Recommended

Top Ranked

83.2414

NAV (Jul 27)

12.3%
5 Year CAGR
Scripbox Opinion

Recommended

Aditya Birla Sun Life Focused Equity Fund (Growth) is recommended for investment within diversified mutual funds.

Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Track Record

16 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

4,938 Cr. Category leader in size

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Consistently Good. The fund has performed well consistently over a period of time

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.03 %
Launched (16y ago)
Oct 24, 2005
AUM in Crores
₹ 4,938
ISIN
INF209K01462
Lock-in
No Lock-in
Benchmark
IISL Nifty 50 TR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
user-avatar

Mahesh Patil

Fund Manager

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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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

Diversified

Recommended

Top Ranked

17 Years

Age

5

Track Record

Aditya Birla Sun Life Focused Equity Fund (G)

Aditya Birla Sun Life Focused Equity Fund (G)

Diversified

Recommended

Top Ranked

16 Years

Age

5

Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

Index Funds

Recommended

Top Ranked

21 Years

Age

5

Track Record

HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

Index Funds

Recommended

Top Ranked

19 Years

Age

5

Track Record

Kotak Bluechip fund (G)

Kotak Bluechip fund (G)

Large Cap

Recommended

Top Ranked

23 Years

Age

5

Track Record

amc-icon

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 295,814 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

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  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Aditya Birla Sun Life Focused Equity Fund (G)

    Aditya Birla Sun Life Focused Equity Fund (G)

    Diversified

    Recommended

    Top Ranked

    ₹ 4,937 Cr

    Fund Size

    12.30%

    5 Year CAGR

    5 Y CAGR

    Aditya Birla Sun Life Liquid (G)

    Aditya Birla Sun Life Liquid (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 30,806 Cr

    Fund Size

    5.30%

    3 Year CAGR

    3 Y CAGR

    Aditya Birla Sun Life Liquid Fund Institutional (G)

    Aditya Birla Sun Life Liquid Fund Institutional (G)

    Liquid

    Top Ranked

    ₹ 30,806 Cr

    Fund Size

    5.30%

    3 Year CAGR

    3 Y CAGR

    Aditya Birla Sun Life Liquid Fund Retail (G)

    Aditya Birla Sun Life Liquid Fund Retail (G)

    Liquid

    Top Ranked

    ₹ 30,806 Cr

    Fund Size

    5.30%

    3 Year CAGR

    3 Y CAGR

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G)

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G)

    Liquid

    Top Ranked

    ₹ 30,806 Cr

    Fund Size

    5.30%

    3 Year CAGR

    3 Y CAGR

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    Aditya Birla Sun Life Focused Equity Fund-Growth is an open-ended equity-focused equity mutual fund scheme. It primarily invests in the top 100 companies in India, in terms of their market capitalisation or size. The fund aims to provide long-term capital appreciation and growth over the investment duration. The fund managers of the fund are Mr. Mahesh Patil and Mr. Kunal Sangoi. The fund is suitable for investors who seek long-term capital growth with an investment in a concentrated portfolio consisting of equity andequity-related securities. The schene provides exposure to broader large market capitalization stocks and Growth cum value style of investing. It aims to achieve a diversified portfolio across various industries and/or sectors and/ or market capitalization. 

    Aditya Birla Sun Life Focused Equity Fund- Growth Investment Objective

    The fund’s investment objective is to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential. Such large and well-established companies have the potential to provide stability in times of market volatility. These companies also showcase proven business models that provide the positive potential for significant growth in the long run. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. The fund follows a top-down and bottom-up approach of investing in a diversified portfolio.

    Aditya Birla Sun Life Focused Equity Fund- Growth Scheme Details

    On 24th October 2005 Aditya Birla Mutual Fund had launched Aditya Birla Sun Life Focused Equity Fund- Growth.  The fund has been in existence for the past 17 years. It continues to provide long-term appreciation and inflation-beating returns over the investment duration to its investors.

    NAV and Returns – The NAV of the fund as of 29th June 2021 is Rs 82.62. The risk-o-meter of the fund is very high risk. Hence, an investor must understand that their principal amount of investment will be at very high risk. Owing to the nature class of the fund, an investor may expect volatility in the short term. Aditya Birla Sun Life Focused Equity Fund-Growth is a 17-year-old fund. The scheme has delivered a return of 14.40% since its inception.

    Minimum Investment – The fund requires a minimum SIP investment of Rs 1,000. However, the minimum amount for a lump sum investment is Rs 5,000

    Expense Ratio and Exit Load – The fund charges an expense ratio of 2.03% on the units of the mutual funds at the NAV. An exit load of 1% for units in excess of 10% of the investment for any redemption within 12 months. In case an investor redeems after 12 months from the date of initial investment then no exit load is charged by the fund.

    Fund Manager – The fund is co-managed by Mr. Mahesh Patil and Mr. Kunal Sangoi. Mr. Mahesh Patil has been managing the fund since 29th July 2010. He is the Chief Investment Officer (CIO) of Aditya Birla Sun Life AMC Limited. With over 31 years of experience, he oversees Rs 2.7 lakh crore of assets under management. He leads the entire investment team, comprising fund managers and analysts. Mr. Kunal Sangoi has been co-managing the fund along with Mr. Patil since 07th May 2021. Mr. Sangoi brings experience of 16 years in equity research, capital market, fund, and portfolio management. His specialized sectors are technology, internet, media, and telecom.

    Other Details – Since, there is no lock-in period for the scheme an investor can redeem an investment anytime without any redemption limit. As of 29th June 2021, the AUM of Aditya Birla Sun Life Focused Equity Fund-Growth is Rs 4,859 cr. The fund benchmarks to IISL Nifty 50 TR INR. This fund is meant for investors with a minimum investment horizon of 10-15 years. The fund was formerly known as Aditya BSL Top 100 Gr

    1 Year Return52.20%
    3 Years Return13.70%
    5 Years Return13.40%
    10 Years Return13.60%
    Returns Updated as of 29th June 2021

    Aditya Birla Sun Life Focused Equity Fund- Growth Top Stock Holdings

    The Aditya Birla Sun Life Focused Equity Fund-Growth has invested its assets majorly in the stocks of the following companies:

    CompanyPercentage of Holding (As of 29th June 2021)
    ICICI Bank Limited9.30%
    HDFC Bank Limited8.70%
    Infosys Limited8.70%
    Axis Bank Limited5.10%
    Bharti Airtel India4.50%
    Larsen & Toubro Limited SHS Dematerialised4.30%
    State Bank of India4.30%
    Avenue Supermarts Limited4.10%
    Kotak Mahindra Bank Limited4%

    Asset Allocation of Aditya Birla Sun Life Focused Equity Fund- Growth

    The Aditya Birla Sun Life Focused Equity Fund-Growth has invested in the following sectors:

    SectorPercentage of Holding (As of 29th June 2021)
    Financial Services36.40%
    Technology13.90%
    Consumer Defensive7.90%
    Healthcare6.80%
    Consumer Cyclical6.10%
    Energy4.90%
    Communication Services4.50%
    Industrial4.30%
    Basic Materials4.30%
    Utilities1.90%
    Real Estate1.80%

    Aditya Birla Sun Life Focused Equity Fund- Growth Review

    Scripbox recommends Aditya Birla Sun Life Focused Equity Fund-Growth for investment within the diversified mutual fund category. Diversified mutual funds provide inflation-beating growth over the long term. Diversified mutual funds are suitable for an investment goal of wealth creation and capital appreciation. Moreover, the fund is suitable for an investment duration of 10-15 years or longer to fulfill those investment goals.

    1. The fund has 17 years of an extended history for analysis. The track record for these 17 years is excellent.
    2. With an AUM or relative size of Rs 15,880 cr, the fund is a leader within its category of diversified mutual funds.
    3. Over a period of time, the funds have been performing well consistently by achieving benchmark beating returns. The returns earned are similar to other funds in the same category of mutual funds.

    How Scripbox Algorithmically Selects Mutual Funds?

    Scripbox uses time-tested principles, historical data, and valid assumptions about asset classes. We combine them with a rigorous process to finalize which asset classes make the most sense for specific types of objectives, considering the time needed to achieve them.

    Once we select an asset class, our algorithm goes to work to select the best financial products.

    The algorithm scores financial products on multiple parameters, giving relevant weights to each of the listed parameters, such as:

    • Track record of the product – how long has it been around?
    • Assets under management – how big is it – for example, the size of a mutual fund
    • Liquidity – how easy is it to move in or out of the product?
    • Consistency of performance – how much have the returns fluctuated?
    • The risk associated with the product – what risks impact the product?
    • Quality of underlying assets – we assess how risky the underlying assets are – for example, by considering bond ratings in the case of debt funds

    With such a scientific and detailed approach Scripbox ensures:

    • Bias free product selection – commissions don’t sway our decisions
    • Minimal human intervention and thus minimal impact of emotions and behavioral biases
    • Consideration of the maximum number of factors that can impact an investment product
    • Application of logic to investment product selection 

    Our investment product selection science helps us help you, without biases clouding the evaluation.

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