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Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life Focused Equity Fund |ABSL Focused Equity Fund - ABSLMF

Aditya Birla Sun Life Focused Equity Fund

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

Class: Equity
Category: Focused
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Investment Objective

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

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

Fund Positioning:

Product Videos:

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Value Added Products:

Systematic Investment Plan - Available Online & Offline for Direct & Regular investors to iron out intermittent market volatility and enable long term savings

Salient features of SIP:

Step-up SIP – This facility lets investors enhance the SIP amount during regular intervals. This allows you to make the most out of your SIP investments by increasing your contributions towards those schemes that are performing well. Additionally, you can also increase your investment amount when there is a hike in your pay.

Multi Scheme SIP Facility - The Facility enables investors to subscribe under various Schemes through SIP using a single application form and payment instruction.

Systematic Transfer Plan (STP) allows investors to save in both asset classes by transfering a fixed amount from one scheme and invest in another scheme

Investors have the option of:

  • Daily Systematic Transfer Plan
  • Weekly Systematic Transfer Plan
  • Monthly Systematic Transfer Plan
  • Quarterly Systematic Transfer Plan


Minimum Balance in the scheme at the time of enrollment for STP facility:

  • Daily Systematic Transfer Plan: Minimum balance in the scheme at the time of enrollment should be Rs.10,000/-
  • Weekly Systematic Transfer Plan: Minimum balance in the scheme at the time of enrollment should be Rs.6000
  • Monthly Systematic Transfer Plan: Minimum balance in the scheme at the time of enrollment should be Rs.6000
  • Quarterly Systematic Transfer Plan: Minimum balance in the scheme at the time of enrollment should be Rs.8000

Minimum Transfer Amount

For STP installments greater than Rs.500 but less than Rs.999, Investors are required to instruct for minimum 12 transfers of Rs.500 and in multiples of Re. 1thereafter. For STP installments of Rs.1000 and above, Investors are required to instruct for minimum 6 transfers of Rs.1000 and in multiples of Re. 1 thereafter.

Systematic Withdrawal Plan allows investors to withdraw a fixed amount of money from their mutual fund to build sustainable income streams while saving on Tax also

Investors have the option of:

Fixed Withdrawal - which allows investors of the Growth Plan to withdraw a fixed amount at regular intervals. Investors can withdraw fixed amount of Rs1,000/- each and above at regular intervals.

Appreciation Withdrawal - which allows investors of Growth Plan to withdraw the appreciation amount at regular intervals. Investors can withdraw appreciation of Rs1,000/- and above at regular intervals.

Withdrawal Frequency:

For Fixed Withdrawal Option: Investors can withdraw fixed amount on 1 or 7 or 10 or 14 or 20 or 21 or 28 of month/quarter/Half yearly and Annually for minimum 6 months/ 4 quarter/2 half years and 1 year. For Appreciation Withdrawal Option: Investors can withdraw appreciation on the 1 of each month/quarter for minimum 6 months/ 4 quarter.

Capital Appreciation Transfer Plan (CATP) allows investors to preserve their capital and transfer only capital appreciation to another asset class / scheme at regular intervals

Fund Details

  • Fund Type - Open-Ended
  • Class - Equity
  • Category - Focused
  • Min Investment - Rs. 1000/-
  • Fund Manager - Mr. Mahesh Patil & Mr. Kunal Sangoi
  • Latest NAV - 77.438 (as on 10-May-2021)
  • Inception Date - Oct 25, 2005
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Fund Performance

Graphical Data

Trailing Return

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Funds are bucketed on various parameters with respect to other funds in their category.
*Annualized returns are displayed for 1 year and above.

Annualized Returns

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Fund Management

  • Mr. Mahesh Patil

    Total Experience : 31 years

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    Mahesh Patil is the Chief Investment Officer (CIO) of Aditya Birla Sun Life AMC Limited. As the CIO Mahesh oversees INR 2.7 lakh crore of assets under management. With over thirty years of rich experience in fund and investment management, Mahesh leads the entire investment team, comprising fund managers and analysts. He personally manages funds such as ABSL Frontline Equity, ABSL Focused Equity and ABSL Multi-Cap Fund.

    Mahesh has been with Aditya Birla Sun Life AMC since October 2005. Mahesh was awarded the India CIO of the Year, Equity by Asia Asset Management in 2016. He has been awarded Chairman’s Individual Award by The Aditya Birla group for being an Accomplished Leader in 2015.

    He has previously worked at CMC Limited, Tata Economic Consultancy Services, Parag Parikh Financial Advisory Services Limited, Motilal Oswal Securities Limited and at Reliance Infocom Limited.

    He holds a Bachelor’s Degree in Engineering from the University of Bombay and a Master’s degree in Management Studies from University of Bombay. He has also qualified the Chartered Financial Analysts examination from the Institute of Chartered Financial Analysts of India (ICFAI), Hyderabad.
  • Mr. Kunal Sangoi

    Total Experience : 16 years

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    Kunal Sangoi is a Fund Manager and Senior Analyst with Aditya Birla Sun Life AMC Limited (ABSLAMC). Kunal comes with an experience of 16 years in capital markets, in the areas of equity research and portfolio management. At ABSLAMC, he is responsible for manging select equity funds as per the given mandate and specialises in the Technology, Internet, Media and Telecom sectors.

    He has been with ABSLAMC since 2012, and was previously associated with Edelweiss Financial Services Ltd. in its Institutional Equity Research team as Senior Analyst.

    Kunal is a Chartered Accountant by qualification.
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Your Investment Summary

  • Investment AmountRs 5000
  • Initial units per month 29.5
  • Current valueRs 50,000
  • Current NAV value 260
  • Current Units 30
  • XIRR

    Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.

         5.10%
  • Benchmark XIRR

    Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.

         8%

Portfolio and Sector Holdings

Top 10 Holdings (As on 31.03.2021)

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Issuer % to Net Assets
Top 10 Sector Holdings Chart

Fund Summary

Entry Load
Exit Load
Load Comments
NIL
1%: For redemption / switch-out of units within 365 days from the date of allotment (% of applicable NAV) NIL : For redemption / switch-out of units after 365 days from the date of allotment
**Exit Load is NIL for units issued in Dividend Reinvestment.

Highlights

  • Invests in companies that are among the top 100 companies in India, in terms of their market capitalisation or size. (Highlight does not indicate assurance of future scheme performance)

When you are out shopping – be it for an expensive appliance or for your daily groceries; the first thing you probably look for are branded products. Why is this so? Well, branded products manufactured by well-known and established companies are expected to have the best in terms of quality and reliability of product. This is the same rationale that the Aditya Birla Sun Life Focused Equity Fund works on – the stability as well as future capital appreciation of large sized established companies.

Aditya Birla Sun Life Focused Equity Fund focuses its investment in up to 30 stocks of the top 100 companies in terms of market capitalisation. These large, well established companies not only have the potential to provide stability in times of market volatility, but also have proven business models that have potential for significant growth in the long run. You can choose to invest in this scheme to fund your long term goals when you wish to focus on and take advantage of longevity of the market leaders in the country.

Suitable For: Long term goals

Ideal Investment Horizon: 3 years or more

Fund Investment Strategy

This scheme is designed for those investors who seek exposure to a broader large market capitalization stocks and Growth cum value style of investing. 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.

Aditya Birla Sun Life Focused Equity Fund

(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

Moderately High Risk
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  • KIM - Aditya Birla Sun Life Focused Equity Fund
  • SID - Aditya Birla Sun Life Focused Equity Fund

  • Product Brochure

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Disclaimer

For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.

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