Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Focused Fund Direct Plan Growth

₹ 139.66

NAV (Apr 09)

21.499%
5 Year CAGR
Scripbox Opinion
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Neutral
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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).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Good

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

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Scheme Information

Investment Objective

The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential

Expense Ratio
0.94 %
Launched
-
AUM in Crores
7359.9
ISIN
INF209K01WE3
Lock-in (days)
No Lock-in
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
13.2
Beta
0.9
Sharpe Ratio
0.6
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

HDFC Bank Ltd.

8.48%
8.477%

ICICI Bank Ltd.

7.95%
7.952%

Infosys Ltd.

7.78%
7.78%

Larsen & Toubro Ltd.

5.33%
5.328%

Reliance Industries Ltd.

5.28%
5.282%
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Allocation by Sector

Financial

30.42%
30.423466%

Technology

12.04%
12.035566%

Energy

9.24%
9.23796%

Automobile

9.16%
9.15582%

Construction

7.09%
7.092527%
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Frequently Asked Questions

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