Aditya Birla Sun Life Focused Fund Idcw Reinvestment Direct Plan

Risk: Very High
₹ 57.87
NAV (Jul 25,2024)

The Aditya Birla Sun Life Focused Fund - IDCW Reinvestment - Direct Plan is a mutual fund scheme that offers investors the opportunity to reinvest their dividends and generate additional returns. With an expense ratio of 0.87% and a PE ratio of 36.31, this fund aims to provide long-term capital appreciation. The minimum investment required is INR 1000, and the scheme has an established date of 2013-01-01. This plan is suitable for investors looking for a focused approach and potentially higher returns in their portfolio.

Aditya Birla Sun Life Focused Fund Idcw Reinvestment Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Focused Fund Idcw Reinvestment Direct Plan 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

    0.15
  • Sortino
    UM_URBAN_MONEY

    0.26

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.87%

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 Jul 27, 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 %)

₹ 10,000₹ 11,104.86 (11.05%)₹ 11,908.95 (19.09%)₹ 13,635.39 (36.35%)₹ 16,722.75 (67.23%)₹ 24,259.67 (142.60%)
₹ 30,000₹ 33,314.58 (11.05%)₹ 35,726.85 (19.09%)₹ 40,906.17 (36.35%)₹ 50,168.25 (67.23%)₹ 72,779.01 (142.60%)
₹ 50,000₹ 55,524.3 (11.05%)₹ 59,544.75 (19.09%)₹ 68,176.95 (36.35%)₹ 83,613.75 (67.23%)₹ 1,21,298.35 (142.60%)
₹ 80,000₹ 88,838.88 (11.05%)₹ 95,271.6 (19.09%)₹ 1,09,083.12 (36.35%)₹ 1,33,782 (67.23%)₹ 1,94,077.36 (142.60%)
₹ 1,00,000₹ 1,11,048.6 (11.05%)₹ 1,19,089.5 (19.09%)₹ 1,36,353.9 (36.35%)₹ 1,67,227.5 (67.23%)₹ 2,42,596.7 (142.60%)

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)

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

EQUITY

Very High

21.83%

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

EQUITY

Very High

21.44%

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

EQUITY

Very High

20.32%

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

EQUITY

Very High

18.69%

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

EQUITY

Very High

17.09%

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

EQUITY

Very High

15.77%

HSBC Focused Fund - Regular Plan - GrowthHSBC Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.71%

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

EQUITY

Very High

15.36%

Union Focused Fund - Regular Plan - GrowthUnion Focused Fund - Regular Plan - Growth

EQUITY

Very High

12.49%

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

EQUITY

Very High

12.45%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

39.44%

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

EQUITY

Very High

38.25%

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

EQUITY

Very High

37.33%

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

EQUITY

Very High

36.08%

HSBC Focused Fund - Regular Plan - GrowthHSBC Focused Fund - Regular Plan - Growth

EQUITY

Very High

35.63%

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

EQUITY

Very High

34.02%

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

EQUITY

Very High

30.61%

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

EQUITY

Very High

26.94%

Union Focused Fund - Regular Plan - GrowthUnion Focused Fund - Regular Plan - Growth

EQUITY

Very High

24.79%

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

EQUITY

Very High

22.81%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

24.83%

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

EQUITY

Very High

22.93%

Quant Focused Fund - GrowthQuant Focused Fund - Growth

EQUITY

Very High

22.38%

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

EQUITY

Very High

20.10%

Tata Focused Equity Fund - Regular Plan - GrowthTata Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

18.86%

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

EQUITY

Very High

17.55%

Sundaram Focused Fund - GrowthSundaram Focused Fund - Growth

EQUITY

Very High

16.49%

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

EQUITY

Very High

16.09%

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

EQUITY

Very High

12.84%

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

EQUITY

Very High

10.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Focused Fund - GrowthQuant Focused Fund - Growth

EQUITY

Very High

24.66%

Sundaram Focused Fund - GrowthSundaram Focused Fund - Growth

EQUITY

Very High

20.93%

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

EQUITY

Very High

20.91%

HDFC Focused 30 Fund - GrowthHDFC Focused 30 Fund - Growth

EQUITY

Very High

19.79%

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

EQUITY

Very High

18.38%

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

EQUITY

Very High

17.57%

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

EQUITY

Very High

15.53%

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

EQUITY

Very High

14.77%

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

EQUITY

Very High

14.73%

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

EQUITY

Very High

14.04%

Show all Funds

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.

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Compare with similar Funds

Aditya Birla Sun Life Focused Fund - IDCW Reinvestment- Direct Plan

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LIC MF Focused Fund - Regular Plan - Growth

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Baroda BNP Paribas Focused Fund - Regular Plan - Growth

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HSBC Focused Fund - Regular Plan - Growth

Aditya Birla Sun Life Focused Fund - IDCW Reinvestment- Direct Plan

vs

Union Focused Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the Aditya Birla Sun Life Focused Fund - IDCW Reinvestment- Direct Plan?

The Aditya Birla Sun Life Focused Fund - IDCW Reinvestment- Direct Plan is a very high-risk mutual fund.

What is the current NAV (Net Asset Value) of the Aditya Birla Sun Life Focused Fund - IDCW Reinvestment- Direct Plan as of Jul 25,2024?

The current NAV of the Aditya Birla Sun Life Focused Fund - IDCW Reinvestment- Direct Plan as of Jul 25,2024 is INR 57.87.

What are the returns generated by the Aditya Birla Sun Life Focused Fund - IDCW Reinvestment- Direct Plan over the past 1, 3, and 5 years?

The Aditya Birla Sun Life Focused Fund - IDCW Reinvestment- Direct Plan has delivered returns of 30.51%, 16.42%, and 17.07% over the past 1, 3, and 5 years respectively.

What is the expense ratio associated with the Aditya Birla Sun Life Focused Fund - IDCW Reinvestment- Direct Plan?

The Aditya Birla Sun Life Focused Fund - IDCW Reinvestment- Direct Plan has an expense ratio of 0.87%.

What is the minimum investment amount required for the Aditya Birla Sun Life Focused Fund - IDCW Reinvestment- Direct Plan?

The Aditya Birla Sun Life Focused Fund - IDCW Reinvestment- Direct Plan has a minimum investment amount of INR 1000.

Is there a systematic investment plan (SIP) available for the Aditya Birla Sun Life Focused Fund - IDCW Reinvestment- Direct Plan?

Yes, the Aditya Birla Sun Life Focused Fund - IDCW Reinvestment - Direct Plan offers SIP starting from INR 1000 per month.

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