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Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life AMC Limited

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    Aditya Birla Sun Life AMC Limited

    Aditya Birla Sun Life Focused Fund

    Equity Focused

    An Open ended Large cap Equity Scheme investing in maximum 30 stocks

    AUM (In crores)

    NAV

    Annualized Returns %

    Annualized

    Returns %

    1 Year

    3 Year

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    Since Inception
    Since Inception
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    Aditya Birla Sun Life Focused Fund

    SIP Amount
    Min . ₹ 100
    Lumpsum Amount
    Min. ₹ 1,000

    Fund Overview

    Aditya Birla Sun Life Focused Fund is An Open ended equity scheme investing in maximum 30 stocks in Large cap, Mid Cap and Small Cap category.

    Investment Objective

    The investment objective of the Scheme is to achieve long term capital appreciation by investing in up to 30 companies with long term sustainable competitive advantage and growth potential.

    Why one can invest:

    • check-circle

      If you are looking for long term capital appreciation for your investment

    • If you are looking to invest predominantly in established large cap companies, with a focused approach

    • If you are looking for investment that has good long-term future growth prospects as well as relative financial stability of large caps

    • If you are looking to have a diversified portfolio across industries/sectors within the large cap segment with low investments as little as Rs.1,000

    Fund Details

    CAGR

    Latest NAV

    (as on )

    AUM

    ()

    Inception Date

    ()

    Risk

    Investment Horizon

    5 years +

    Annualized Benchmark Returns

    Min Investment

    Entry load

    NIL

    Exit load

    1% information icon

    For redemption / switch-out of units on or before 90 days from the date of allotment: 1.00% of applicable NAV.

    Total Expense Ratio (TER)

    Sharp Ratio

    Beta Ratio

    Other Parameters

    Standard Deviation

    Modified Duration

    -

    Yield to Maturity

    -

    Portfolio Turnover:

    -

    Average Maturity

    -

    Macaulay Duration

    -

    Net Equity Exposure

    -

    Fund Managers

    Mr. Dhaval Joshi

    Dhaval Joshi has an overall experie...
    Read More

    Mr. Kunal Sangoi

    Kunal Sangoi is a Fund Manager and ...
    Read More

    Riskometer

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    (An Open ended Large cap Equity Scheme investing in maximum 30 stocks)

    This product is suitable for investors who are seeking

    • Long term capital growth with exposure limited to a maximum of 30 stocks

    • Investments in equity and equity related securities to form a concentrated portfolio

    *Investors should consult their financial advisers if in doubt whether the product is suitable for them

    Portfolio & Sector Holdings

    Retail

    % of Net Assets

    Sector Holdings

    Dividend History

    Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates.

    Investment Performance

    IDCW Plan of this scheme has distributed income to its investors out of its earnings, from time to time. The details of the same is tabulated:
    Declared on date IDCW Yield (Regular Plan) IDCW Per Unit Cum IDCW NAV

    Fund Summary

    - When building a team, a coach focuses on enlisting key established players and honing their strengths to create a winning team; we can apply the same rationale to building a strong investment portfolio

    - The Indian stock market houses thousands of companies across market caps. While diversification preserves wealth, concentration is believed to create it! Picking select potential winners can outperform picking a large portfolio of average performers.

    - Focusing on top established stocks that have strong fundamentals and good future prospects can create a portfolio with long term capital appreciation potential. These established, large cap stocks can be relatively stable in volatile times while still have growth potential, being market leaders in their space.

    - Aditya Birla Sun Life Focused Equity Fund is an equity oriented, large cap fund. It applies fund manager expertise, with the aim to build a select portfolio of predominantly large cap stocks that have good long-term growth potential.

    - The fund is suited for a long-term investing period

    Fund discipline

    - The Scheme aims to allocate a minimum of 65% of its net assets to Equity and Equity related Instruments up to a maximum of 30 companies

    - The Scheme may also invest up to 35% of its net assets in debt and money market instruments.

    - The Scheme would adopt top-down and bottom-up approach of investing and will aim at being diversified across various industries and / or sectors and/ or market capitalization.

    - The investment emphasis of the scheme would be on investing in a maximum of 30 companies with sound corporate managements and prospects of good future growth.

    - The Fund's focus shall be biased towards large cap companies driven by long-term fundamentals though not limited to it

    Value Added Products

    - Systematic Investment Plan (SIP) investing means automatically investing a pre-determined sum of money in this fund, at periodic and pre-determined time intervals.

    - Gives investors the benefit of rupee cost averaging –

    - SIP facility is augmented by several add ons such as Step-up SIPs, Pause SIP, Multi Scheme SIPs etc.

    Click here to know What is SIP?

    Salient features of STP:

    - Systematic Transfer Plan (STP) allows investors to periodically transfer pre-determined amounts from any open-ended scheme of Aditya Birla Sun Life Mutual Fund into Aditya Birla Sun Life Focused Equity Fund

    - STP facility can be daily, weekly, monthly or quarterly

    Salient features of SWP:

    - Systematic Withdrawal Plan (SWP) allows investors to periodically withdraw fixed sums of money from the fund. This can take the form of withdrawal of fixed, pre-determined amounts or capital appreciation amount.

    - Its primary objective is to meet the regular income needs of investors

    Salient features of CATP:

    - Capital Appreciation Transfer Plan (CATP) is a modified version of STP. It allows investors to periodically transfer the capital appreciation earned by investment/s in other open-ended schemes of Aditya Birla, into this fund

    - CATP is offered at monthly or quarterly intervals

    Tax Applicability

    Investment held for less than 12 months

    Short Term Capital Gain Tax would be applicable. Any gains/profits would be taxed at 15% (plus applicable surcharge and cess).

    Investment held for more than 12 months

    Long Term Capital Gain Tax would be applicable. Gains/profits in excess of Rs. 1 lakh would be taxed at 10% without indexation (plus applicable surcharge and cess).

    Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates.

    Forms & Downloads

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    KIM

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    Exit Load Duration:

    7 D
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    NIL
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    • Wealth Creation
    • Equity-Sectoral

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    AUM:

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    Exit Load Duration:

    30 D
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    Lumpsum

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    Frequently Asked Questions

    There are two ways in which you can invest in this fund.

    - Via Direct Plan - involves purchasing units of the fund directly from Aditya Birla Sun Life Mutual Fund
    - Via Regular Plan – involves investing through a distributor or broker of your choice.

    Both these plans have a common portfolio but separate NAVs. This is because they both apply different expense ratios. Your choice of plan thus directly impacts the returns from your investment.

    To redeem your investments in the direct plan of Aditya Birla Sun Life Focused Equity Fund, you can use their mobile app or desktop webpage and select a specified amount or number of units to redeem. For investments made in the regular plan through Registrar and Transfer Agent (RTA) or Mutual Fund Distributor (MFD), you can submit a duly signed redemption form to the respective RTA/MFD or redeem online through their portal, if available.

    Yes, you can invest in Aditya Birla Sun Life Focused Fund via both, SIP, and lump-sum route. The choice of mode of investing should depend on your investing objective, risk appetite and investment horizon.

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