- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Focused Fund (PIDCW-6M)
Formerly Aditya BSL Focused Eq IDCW-P
Focused 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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 23.8946
NAV (Apr 22)
Fund Returns
Last 1Y | 28% |
Last 3Y | 12.8% |
Last 5Y | 12.3% |
Last 10Y | 12.8% |
Since Inception | 13.4% |
6 Month CAGR | 19.1% |
Scheme Information
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 | 1.83 |
Launched (19y ago) | Oct 24, 2005 |
AUM in Crores | 7056.038 |
ISIN | INF209K01454 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.1 |
Standard Deviation (5yr) | 18 |
Beta (3yr) | 0.79 |
Beta (5yr) | 0.9 |
Sharpe Ratio (3yr) | 0.539 |
Sharpe Ratio (5yr) | 0.44 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Focused Fund (PIDCW-6M) | 9,92,211 | 2,59,599 | 12.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
icici bank ltd
8.5%hdfc bank ltd
8.3%larsen & toubro ltd
6.5%infosys ltd
6.5%reliance industries ltd
5.9%Allocation by Sector
financial services
34%technology
10.5%consumer cyclical
10.3%industrials
8.4%consumer defensive
6.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 4.6% | ||
5.8% | 7.4% | ||
5.8% | 6.8% | ||
5.8% | 7.3% | ||
5.8% | 7.1% |
Aditya Birla Sun Life Focused Fund (PIDCW-6M) Review
Aditya Birla Sun Life Focused Fund (PIDCW-6M) is a Focused Equity fund and has delivered an annualised return of 13.4% over a period of 18 years. The fund was previously known as Aditya BSL Focused Eq IDCW-P. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Joshi, Kunal Sangoi.
Nav of Aditya Birla Sun Life Focused Fund (PIDCW-6M) as of 4/22/2024 is ₹23.89 with the total AUM as of 4/23/2024 is ₹7056.038. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Focused Fund (PIDCW-6M) 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 Fund (PIDCW-6M) 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 Fund (PIDCW-6M) 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 Nifty 500 TR INR.
Aditya Birla Sun Life Focused Fund (PIDCW-6M) is rated as a 1 fund in Equity and delivered 28% 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 Fund (PIDCW-6M).
Frequently Asked Questions
What is Aditya Birla Sun Life Focused Fund (PIDCW-6M)?
How to invest in Aditya Birla Sun Life Focused Fund (PIDCW-6M)?
You can invest in Aditya Birla Sun Life Focused Fund (PIDCW-6M) 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 Fund (PIDCW-6M)?
The minimum sip amount for Aditya Birla Sun Life Focused Fund (PIDCW-6M) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Focused Fund (PIDCW-6M) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Focused Fund (PIDCW-6M) is a Not Recommended fund. You can investAditya Birla Sun Life Focused Fund (PIDCW-6M) 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 Fund (PIDCW-6M)?
The expense ratio of the Aditya Birla Sun Life Focused Fund (PIDCW-6M) is 1.83% for regular plan.