Aditya Birla Sun Life Focused Fund - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 1.17 | 10.62 | 8.62 | 10.86 |
| Average Rolling Returns(%) | 15.19 | 13.63 | 14.14 | 13.60 |
The Current NAV of Aditya Birla Sun Life Focused Fund - Growth is ₹139.03.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Aditya Birla Sun Life Focused Fund - Growth fund’s expense ratio is 1.54%
The process for redemption is
The AUM of Aditya Birla Sun Life Focused Fund - Growth is currently ₹7,512 Crores.
The Top three stocks are ICICI Bank, Reliance Industries and HDFC Bank and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 25% and 44% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life Focused Fund - Growth fund are BFSI, Construction & Infrastructure and IT accounting for 54% 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 Fund is Equity - Focused Fund.
Kunal Sangoi manages the Aditya Birla Sun Life Focused Fund - Growth Fund.
Aditya Birla Sun Life Focused Fund - Growth current PE ratio is 35.53 and PB ratio is 4.82
The asset allocation of Aditya Birla Sun Life Focused Fund - Growth is Stocks : 92.63%, Debt : 7.36% and Gold : 0%
The minimum SIP amount for Aditya Birla Sun Life Focused Fund - Growth is ₹100.00 and minimum lumpsum is ₹1000.00
The exit load for Aditya Birla Sun Life Focused Fund - Growth is 1% on or before 90 days, Nil after 90 days
|
Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
|
Logo:
|
|
|
Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
|
Brand Logo:
|
 |
|
SEBI Registration Number:
|
INA000013323 Validity – May 16, 2019 – Perpetual |
|
Registration:
|
Non-Individual |
|
BSE Enlistment No:
|
1187 |
|
Address:
|
B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
|
Compliance Officer
Details: |
Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
|
Grievance Officer
Details: |
Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
|
Principal Officer
Details: |
Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
|
Standard Warning:
|
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
|
|
Disclaimer:
|
Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
|
