• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Focused Equity Fund Rnvstmnt (RIDCW-6M)

Formerly Aditya BSL Top 100 DR

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Focused Equity Fund Rnvstmnt (RIDCW-6M)

EquityFocused

20.1314

NAV (Oct 03)

9.8%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in focused mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

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

Outperformance Consistency

Neutral

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

Invest in this fund
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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

20.1314

NAV (Oct 3)

Fund Returns

Last 1Y
9.6%
Last 3Y
15.6%
Last 5Y
9.8%
Last 10Y
13.2%
Since Inception
12.8%
6 Month CAGR
10.7%

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
1.85
Launched (18y ago)
Oct 24, 2005
AUM in Crores
6150.844
ISIN
INF209K01CS5
Lock-in
No Lock-in
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.4
Standard Deviation (5yr)
17.9
Beta (3yr)
0.82
Beta (5yr)
0.9
Sharpe Ratio (3yr)
0.788
Sharpe Ratio (5yr)
0.336
YTM
0
Fund Managers

Kunal Sangoi

Fund Manager

Dhaval Joshi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Focused Equity Fund Rnvstmnt (RIDCW-6M)70%9,30,779 1,98,1679.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2023-10-03

Top Stock Holdings

hdfc bank ltd

10.5%
10.5%

icici bank ltd

8.9%
8.9%

infosys ltd

7.7%
7.7%

larsen & toubro ltd

5.8%
5.8%

reliance industries ltd

5.8%
5.8%
See all holdings

Allocation by Sector

financial services

38.7%
38.7%

technology

12.6%
12.6%

consumer cyclical

10.4%
10.4%

industrials

6.7%
6.7%

consumer defensive

6.6%
6.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset Tax Saver Fund (G)
Mirae Asset Tax Saver Fund (G)

₹ 17,630 cr

₹ 11,862 cr

₹ 11,197 cr

₹ 10,089 cr

₹ 9,392 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 318,700 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 77 equity,338 debt and 16 hybrid funds.amc-img
022-43568000
care.mutualfunds@adityabirlacapital.com
Fund NameScripbox Opinion
Till Date CAGR

-

3.9%

5.2%

7.4%

5.1%

6.8%

5.2%

7.3%

5.1%

7.1%

Aditya Birla Sun Life Focused Equity Fund Rnvstmnt (RIDCW-6M) Review

Aditya Birla Sun Life Focused Equity Fund Rnvstmnt (RIDCW-6M) is a Focused Equity fund and has delivered an annualised return of 12.8% over a period of 17 years. The fund was previously known as Aditya BSL Top 100 DR. 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 Equity Fund Rnvstmnt (RIDCW-6M) as of 10/3/2023 is ₹20.13 with the total AUM as of 10/4/2023 is ₹6150.844. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Focused Equity Fund Rnvstmnt (RIDCW-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 Equity Fund Rnvstmnt (RIDCW-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 Equity Fund Rnvstmnt (RIDCW-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 IISL Nifty 500 TR INR.

Aditya Birla Sun Life Focused Equity Fund Rnvstmnt (RIDCW-6M) is rated as a 2 fund in Equity and delivered 9.6% 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 Rnvstmnt (RIDCW-6M).

Frequently Asked Questions

What is Aditya Birla Sun Life Focused Equity Fund Rnvstmnt (RIDCW-6M)?

Aditya Birla Sun Life Focused Equity Fund Rnvstmnt (RIDCW-6M) is a Focused Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Focused Equity Fund Rnvstmnt (RIDCW-6M)?

You can invest in Aditya Birla Sun Life Focused Equity Fund Rnvstmnt (RIDCW-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 Equity Fund Rnvstmnt (RIDCW-6M)?

The minimum sip amount for Aditya Birla Sun Life Focused Equity Fund Rnvstmnt (RIDCW-6M) is ₹1000. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Focused Equity Fund Rnvstmnt (RIDCW-6M) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Focused Equity Fund Rnvstmnt (RIDCW-6M) is a Neutral fund. You can investAditya Birla Sun Life Focused Equity Fund Rnvstmnt (RIDCW-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 Equity Fund Rnvstmnt (RIDCW-6M)?

The expense ratio of the Aditya Birla Sun Life Focused Equity Fund Rnvstmnt (RIDCW-6M) is 1.85% for regular plan.