- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Focused Equity Fund Rnvstmnt (RIDCW-6M)
Formerly Aditya BSL Top 100 DR
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
₹ 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
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
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Focused Equity Fund Rnvstmnt (RIDCW-6M) | 9,30,779 | 1,98,167 | 9.8% | |
| 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
hdfc bank ltd
10.5%icici bank ltd
8.9%infosys ltd
7.7%larsen & toubro ltd
5.8%reliance industries ltd
5.8%Allocation by Sector
financial services
38.7%technology
12.6%consumer cyclical
10.4%industrials
6.7%consumer defensive
6.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,862 cr | ||
₹ 11,197 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox 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)?
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.