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Aditya Birla Sun Life Mutual Fund

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

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Fund Details

  • Fund Type - Open-Ended
  • Class - Equity
  • Category - Focused
  • Min Investment - Rs. 1000/-
  • Fund Manager - Mr. Mahesh Patil
  • Latest NAV - 55.683 (as on 19-Sep-2019)
  • Inception Date - Oct 25, 2005
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Fund Performance

Graphical Data Tabular 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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Annual Quarterly Monthly Weekly

Investment Performance - Regular Plan - Growth NAV as on December 30, 2010: Rs. 44.9958
Date of Inception: Oct 24, 2005 NAV Per
Unit. *
(Rs)		 Birla Sun
Life Top 100
Fund (%)		 Nifty 50 #
(%)		 S&P BSE
SENSEX ##
(%)		 Value of Standard Investment of Rs 10000 in
Birla Sun
Life Top
100 Fund
(Rs)		 Nifty 50
#
(Rs)		 S&P BSE
SENSEX
##
(Rs)
Since inception till December 30, 2016 (CAGR) 10.0000 14.38 11.61 11.44 44996 34181 33616
December 31, 2015 to December 30, 2016 (Absolute) 42.1734 6.69 3.01 1.95 10669 10301 10195
December 31,2014 to December 31,2015 (Absolute) 42.1924 -0.05 -4.06 -5.03 9995 9594 9497
December 31,2013 to December 31,2014 (Absolute) 28.3342 48.91 31.39 29.89 14891 13139 12989

# Scheme Benchmark, ## Additional Benchmark, *As on start of period considered above.

Past performance may or may not be sustained in future. Returns for dividend option would assume reinvestment of tax free dividends declared at the then prevailing NAV. Load and Taxes are not considered for computation of returns. Total Schemes managed by Mr. Mahesh Patil is 8. Refer annexure on page no. 67 of Empower to know more on performance of schemes managed by Fund Managers.‘Direct Plan’ is only for investors who purchase /subscribe Units in a Scheme directly with the Mutual Fund and is not available for investors who route their investments through a Distributor. For further details, Investors are advised to refer to Addendum no. 44/2012 dated December 27, 2012 available on our website www.birlasunlife.com.

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Fund Management

  • Mr. Mahesh Patil

    Total Experience : 27 years

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    As Co-Chief Investment Officer, Mahesh Patil spearheads Equity Investments at Aditya Birla Sun Life AMC Limited. With over twenty-seven years of rich experience in fund and investment management, Mahesh leads a team of twenty, comprising fund managers and analysts, managing over INR 92,000 crores in equity assets.

    Mahesh has been with Aditya Birla Sun Life AMC since 2005, where he started as a Fund Manager. In 2008, Mahesh was promoted as Head – Equity and subsequently as Co-Chief Investment Officer (Equity) in 2011. He manages funds such as ABSL Frontline Equity, ABSL Focused Equity, ABSL Equity Hybrid '95, and ABSL Pure Value Fund.

    An Engineer from VJTI, Mumbai, Mahesh is an MBA in Finance from Jamnalal Bajaj Institute, Mumbai. He is also a charter holder from ICFAI, Hyderabad.
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Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.
To check an all-time best return rate for equity funds, check how they've performed in the last 3 or 5 years.

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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 31.08.2019)

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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)

Limited to large cap for better returns

MNCs are adept at performing well, even in adverse market conditions. That is why investors place greater trust in their management and such companies consequently enjoy higher valuations in equity markets. A significant number of MNC's are valued at a premium for their management quality, consistent growth, strong finances, access to parent technology and prudent accounting policies. Investors can, by investing in such funds, achieve their long-term goals. Aditya Birla Sun Life Focused Equity Fund aims to invest in securities of multinational companies through a research-based investment approach.

Confidence and stability from investments in MNCs

Only exceptionally performing companies become MNCs. They are synonymous with latest technology, time-tested expertise and a global understanding that enables them to expand their presence across continents and create growth opportunities. Developing economies like India present tremendous opportunities for multinationals. We expect MNCs to make fresh investments in areas like knowledge-based industries, service industry and infrastructure. Investors can benefit from investing in globally competitive companies through investments in this scheme.

Discipline

The fund primarily invests in companies with sound corporate managements and prospects of good future growth. A track record of superior performance and corporate governance is also given due weightage to be part of this fund’s portfolio. A significant proportion of the scheme's equity investment is made in large capitalization stocks, including established blue-chips and emerging blue-chip stocks. The Fund Benchmark is Nifty 50 TRI.

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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Disclaimer

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

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