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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

Fund Positioning:

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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

Century SIP - SIP to enable your long term wealth creation while providing Free Life Insurance of upto Rs 50 Lacs

Century SIP - In addition to the regular SIP facility for the Scheme, Aditya Birla Sun Life Century SIP (CSIP) gives the benefit of Free Life Insurance cover up to Rs.50Lacs. It is eligible for individual investors whose age is 18 years and above but less than 51 years, at the time of the first investment. In case of joint unit holders in the scheme, only the first unit holder would be eligible for the insurance cover.

Investment Amount in Century SIP

  • Minimum: Rs1000 per month
  • Maximum: No upper limit

Investors should note that once CSIP is availed, CSIP amount cannot be changed. However, investors can avail the step-up SIP feature.

Tenure of Century SIP

60 Years and less than the current completed age of the investor. If the investor has chosen an end date which is beyond 60 years of age the SIP will continue beyond the age of 60, however without any insurance benefits.

Amount of Insurance Cover:

If Century SIP continues, the insurance cover would be as follows:

  • Year 1 : 10 times the monthly Century SIP installment
  • Year 2 : 50 times the monthly Century SIP installment
  • Year 3 onwards : 100 times the monthly Century SIP installment

All the above mentioned limits are subject to maximum cover of Rs.50 lacs per investor across all schemes/plans/folios of the fund.

Fund Details

  • Fund Type - Open-Ended
  • Class - Equity
  • Category - Focused
  • Min Investment - Rs. 1000/-
  • Fund Manager - Mr. Mahesh Patil
  • Latest NAV - 75.941 (as on 01-Mar-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 : 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 to INR 93,000 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 became the Head – Equity and subsequently Chief Investment Officer (Equity) in 2011. He manages funds such as ABSL Frontline Equity and ABSL Focused Equity.

    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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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 31.01.2021)

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Issuer % to Net Assets
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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

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Disclaimer

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

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