123.05
NAV (Apr 26,2024)

Aditya Birla Sun Life Focused Fund Growth is a popular mutual fund scheme that aims for long-term capital appreciation. With an expense ratio of 1.83% and a minimum investment requirement of INR 1,000, this fund offers investors the opportunity to invest in a portfolio of well-researched stocks. Established on October 24, 2005, this growth-focused fund has recorded a scheme asset under management (AUM) of INR 6,777.77 crore. The fund's price-to-earnings (PE) ratio stands at 36.30 and its price-to-book (PB) ratio at 5.15.

Aditya Birla Sun Life Focused Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Focused Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    36.31
  • P/B Ratio
    UM_URBAN_MONEY

    5.15
  • Alpha
    UM_URBAN_MONEY

    -0.01
  • Beta
    UM_URBAN_MONEY

    0.95
  • Sharpe
    UM_URBAN_MONEY

    0.14
  • Sortino
    UM_URBAN_MONEY

    0.26

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.83%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

6777.77 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 28, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,742.01 (7.42%)12,410.2 (24.10%)13,695.7 (36.96%)16,437.75 (64.38%)20,592.13 (105.92%)
32,226.03 (7.42%)37,230.6 (24.10%)41,087.1 (36.96%)49,313.25 (64.38%)61,776.39 (105.92%)
53,710.05 (7.42%)62,051 (24.10%)68,478.5 (36.96%)82,188.75 (64.38%)1,02,960.65 (105.92%)
85,936.08 (7.42%)99,281.6 (24.10%)1,09,565.6 (36.96%)1,31,502 (64.38%)1,64,737.04 (105.92%)
1,07,420.1 (7.42%)1,24,102 (24.10%)1,36,957 (36.96%)1,64,377.5 (64.38%)2,05,921.3 (105.92%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Limited8.95%
  • ICICI Bank Limited8.37%
  • Infosys Limited7.07%
  • Larsen & Toubro Limited6.39%
  • Reliance Industries Limited5.31%
  • Bharti Airtel Limited4.70%
  • Tata Motors Limited4.42%
  • Axis Bank Limited4.31%
  • State Bank of India3.97%
  • Mahindra & Mahindra Limited3.50%
  • NTPC Limited3.31%
  • HCL Technologies Limited3.17%
  • Phoenix Mills Limited3.07%
  • Bajaj Finance Limited3.03%
  • SBI Life Insurance Company Limited3.03%
  • Sun Pharmaceutical Industries Limited2.98%
  • UltraTech Cement Limited2.81%
  • United Spirits Limited2.76%
  • Tata Consumer Products Limited2.69%
  • ACC Limited2.47%
  • Shriram Finance Ltd2.28%
  • Coforge Limited2.19%
  • Clearing Corporation of India Limited2.06%
  • Hindustan Unilever Limited1.94%
  • Maruti Suzuki India Limited1.79%
  • Voltas Limited1.49%
  • Bandhan Bank Limited1.08%
  • Bata India Limited0.53%
  • Jio Financial Services Limited0.51%
  • Net Receivables Payables-0.15%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Invesco India Focused Fund - Regular Plan - GrowthInvesco India Focused Fund - Regular Plan - Growth

EQUITY

Very High

44.28%

Edelweiss Focused Fund - Regular Plan - GrowthEdelweiss Focused Fund - Regular Plan - Growth

EQUITY

Very High

24.98%

Mahindra Manulife Focused Fund - Regular Plan - GrowthMahindra Manulife Focused Fund - Regular Plan - Growth

EQUITY

Very High

24.83%

ITI Focused Equity Fund - Regular Plan - GrowthITI Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

22.81%

Franklin India Focused Equity Fund - GrowthFranklin India Focused Equity Fund - Growth

EQUITY

Very High

22.17%

DSP Focus Fund - Regular Plan - GrowthDSP Focus Fund - Regular Plan - Growth

EQUITY

Very High

18.85%

SBI Focused Equity Fund - Regular Plan - GrowthSBI Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

14.37%

Canara Robeco Focused Equity Fund - Regular Plan - GrowthCanara Robeco Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

13.17%

Sundaram Focused Fund - GrowthSundaram Focused Fund - Growth

EQUITY

Very High

10.78%

Mirae Asset Focused Fund - Regular Plan - GrowthMirae Asset Focused Fund - Regular Plan - Growth

EQUITY

Very High

8.48%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

JM Focused Fund - Regular Plan - GrowthJM Focused Fund - Regular Plan - Growth

EQUITY

Very High

44.60%

Franklin India Focused Equity Fund - GrowthFranklin India Focused Equity Fund - Growth

EQUITY

Very High

40.31%

Bandhan Focused Equity Fund - Regular Plan - GrowthBandhan Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

37.85%

HDFC Focused 30 Fund - GrowthHDFC Focused 30 Fund - Growth

EQUITY

Very High

36.29%

ICICI Prudential Focused Equity Fund - GrowthICICI Prudential Focused Equity Fund - Growth

EQUITY

Very High

34.92%

SBI Focused Equity Fund - Regular Plan - GrowthSBI Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

32.58%

360 ONE Focused Equity Fund - Regular Plan - Growth360 ONE Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

32.20%

Kotak Focused Equity Fund - Regular Plan - GrowthKotak Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

27.25%

LIC MF Focused 30 Equity Fund - Regular Plan - GrowthLIC MF Focused 30 Equity Fund - Regular Plan - Growth

EQUITY

Very High

19.41%

L&T Focused Equity Fund - Regular Plan - GrowthL&T Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

-1.70%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Focused 30 Fund - GrowthHDFC Focused 30 Fund - Growth

EQUITY

Very High

27.14%

ICICI Prudential Focused Equity Fund - GrowthICICI Prudential Focused Equity Fund - Growth

EQUITY

Very High

22.41%

Nippon India Focused Equity Fund - GrowthNippon India Focused Equity Fund - Growth

EQUITY

Very High

20.59%

360 ONE Focused Equity Fund - Regular Plan - Growth360 ONE Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

19.04%

JM Focused Fund - Regular Plan - GrowthJM Focused Fund - Regular Plan - Growth

EQUITY

Very High

18.74%

Kotak Focused Equity Fund - Regular Plan - GrowthKotak Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

17.35%

LIC MF Focused 30 Equity Fund - Regular Plan - GrowthLIC MF Focused 30 Equity Fund - Regular Plan - Growth

EQUITY

Very High

14.62%

Bandhan Focused Equity Fund - Regular Plan - GrowthBandhan Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

14.47%

L&T Focused Equity Fund - Regular Plan - GrowthL&T Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

11.42%

Motilal Oswal Focused Fund - Regular Plan - GrowthMotilal Oswal Focused Fund - Regular Plan - Growth

EQUITY

Very High

10.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

360 ONE Focused Equity Fund - Regular Plan - Growth360 ONE Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

22.88%

Quant Focused Fund - GrowthQuant Focused Fund - Growth

EQUITY

Very High

22.49%

Nippon India Focused Equity Fund - GrowthNippon India Focused Equity Fund - Growth

EQUITY

Very High

18.96%

Franklin India Focused Equity Fund - GrowthFranklin India Focused Equity Fund - Growth

EQUITY

Very High

18.18%

Sundaram Focused Fund - GrowthSundaram Focused Fund - Growth

EQUITY

Very High

17.70%

Baroda BNP Paribas Focused Fund - Regular Plan - GrowthBaroda BNP Paribas Focused Fund - Regular Plan - Growth

EQUITY

Very High

16.13%

SBI Focused Equity Fund - Regular Plan - GrowthSBI Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

16.12%

Motilal Oswal Focused Fund - Regular Plan - GrowthMotilal Oswal Focused Fund - Regular Plan - Growth

EQUITY

Very High

14.77%

DSP Focus Fund - Regular Plan - GrowthDSP Focus Fund - Regular Plan - Growth

EQUITY

Very High

14.51%

Axis Focused 25 Fund - Regular Plan - GrowthAxis Focused 25 Fund - Regular Plan - Growth

EQUITY

Very High

12.62%

Fund Managers

KS

Mr. Kunal SangoiFund Manager

He has overall experience of around 7 years in the Financial markets. Prior to joining BSLAMC, he has worked with Edelweiss Financial Services Limited.

Get your latest Credit Score, FREE

Compare with similar Funds

Aditya Birla Sun Life Focused Fund - Growth

vs

Aditya Birla Sun Life Focused Fund - Growth

vs

Aditya Birla Sun Life Focused Fund - Growth

vs

Aditya Birla Sun Life Focused Fund - Growth

vs

Aditya Birla Sun Life Focused Fund - Growth

vs

Aditya Birla Sun Life Focused Fund - Growth

vs

Aditya Birla Sun Life Focused Fund - Growth

vs

Aditya Birla Sun Life Focused Fund - Growth

vs

Aditya Birla Sun Life Focused Fund - Growth

vs

Aditya Birla Sun Life Focused Fund - Growth

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money