Aditya Birla Sun Life Focused Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 38.25 | 17.97 | 16.29 | 13.24 |
Average Rolling Returns(%) | 16.64 | 14.87 | 13.25 | 14.63 |
The Current NAV of Aditya Birla Sun Life Focused Fund - Growth - Direct Plan is ₹138.35.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark S&P BSE SENSEX - TRI , as Funds portfolio is somewhat different.
Aditya Birla Sun Life Focused Fund - Growth - Direct Plan fund’s expense ratio is 0.90%
The process for redemption is
The AUM of Aditya Birla Sun Life Focused Fund - Growth - Direct Plan is currently ₹7,056 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Larsen & Toubro and account for 23% of its portfolio. Top 5 and 10 stocks of fund account for 36% and 57% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life Focused Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and IT accounting for 62% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Focused Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Aditya Birla Sun Life Focused Fund - Growth - Direct Plan Fund is Equity - Focused Fund.
Kunal Sangoi manages the Aditya Birla Sun Life Focused Fund - Growth - Direct Plan Fund.
Aditya Birla Sun Life Focused Fund - Growth - Direct Plan current PE ratio is 37.66 and PB ratio is 5.11
The asset allocation of Aditya Birla Sun Life Focused Fund - Growth - Direct Plan is Stocks : 96.34%, Debt : 3.66% and Gold : 0%
The minimum SIP amount for Aditya Birla Sun Life Focused Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹1000.00
The exit load for Aditya Birla Sun Life Focused Fund - Growth - Direct Plan is 1% on or before 90 days, Nil after 90 days