Aditya Birla SL Focused Fund-Direct Growth

Equity · Focused
 · ★★★
₹ 100
Min SIP
₹ 1,000
Min Lumpsum
0.87 %
Expense Ratio
★★★
Rating
7,231
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 17 May 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 33% 18.3% 17.5% 15.6%
Category Average 37.8% 19.7% 19% -

Scheme Allocation

By Holding
By Sector
By Asset
8.73%
8.3%
6.37%
Others
64.83%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 8.73%
HDFC Bank Banks Equity 8.3%
Infosys IT - Software Equity 6.37%
Larsen & Toubro Infrastructure Developers & Operators Equity 6.1%
Bharti Airtel Telecomm-Service Equity 5.65%
Reliance Industr Refineries Equity 5.64%
St Bk of India Banks Equity 4.4%
Axis Bank Banks Equity 4.27%
NTPC Power Generation & Distribution Equity 3.62%
Sun Pharma.Inds. Pharmaceuticals Equity 3.33%
Phoenix Mills Realty Equity 3.28%
Tata Motors Automobile Equity 3.27%
SBI Life Insuran Insurance Equity 2.85%
M & M Automobile Equity 2.83%
Shriram Finance Finance Equity 2.71%
Maruti Suzuki Automobile Equity 2.53%
United Spirits Alcoholic Beverages Equity 2.52%
Voltas Consumer Durables Equity 2.41%
Tata Consumer Plantation & Plantation Products Equity 2.34%
Bajaj Finance Finance Equity 2.31%
ACC Cement Equity 2.3%
Whirlpool India Consumer Durables Equity 1.83%
Coforge IT - Software Equity 1.79%
HCL Technologies IT - Software Equity 1.69%
UltraTech Cem. Cement Equity 1.67%
AU Small Finance Banks Equity 1.61%
Hind. Unilever FMCG Equity 1.52%
ITC Tobacco Products Equity 0.49%
Bharti Airtel PP Telecomm-Service Equity 0.36%
Banks
24.72%
IT-Software
12.09%
Automobiles
9.22%
Construction
6.05%
Finance
5.83%
Others
42.1%
View all Sectors
Sectors Asset
Banks 24.72%
IT-Software 12.09%
Automobiles 9.22%
Construction 6.05%
Finance 5.83%
Petroleum Products 5.76%
Telecom-Services 5.21%
Cement & Cement Products 4.99%
Pharmaceuticals & Biotech 3.59%
Power 3.42%
Consumer Durables 3.42%
Insurance 3.15%
Realty 2.99%
Agricultural Food & other 2.82%
Beverages 2.76%
Debt 2.37%
Diversified FMCG 1.68%
Cash & Others -0.07%
Equity
96.73%
Reverse Repos
3.05%
Net Curr Ass/Net Receivables
0.22%

Advance Ratio

-0.36
Alpha
3.63
SD
0.93
Beta
0.84
Sharpe

Exit Load

Exit Load 1.00% - For redemption/switch-out of units within 90 days from the date of allotment. Nil - For redemption/switch-out of units after 90 days from the date of allotment.

Fund Objective

To provide medium to long-term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of Top 100 companies as measured by market capitalization.

Fund Managers

Kunal Sangoi

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
One World Centre,Tower 1,17th Flr, Jupiter Mills,senapati Bapat Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com

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Frequently Asked Questions

How to invest in Aditya Birla SL Focused Fund-Direct Growth ?

You can invest in Aditya Birla SL Focused Fund-Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Aditya Birla SL Focused Fund-Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Aditya Birla SL Focused Fund-Direct Growth ?

The NAV of Aditya Birla SL Focused Fund-Direct Growth is ₹137 as of 17 May 2024.

How to redeem Aditya Birla SL Focused Fund-Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Aditya Birla SL Focused Fund-Direct Growth?

The minimum SIP amount of Aditya Birla SL Focused Fund-Direct Growth is ₹100

What are the top sectors Aditya Birla SL Focused Fund-Direct Growth has invested in?

The top sectors Aditya Birla SL Focused Fund-Direct Growth has invested in are
  1. Banks - 24.72%
  2. IT-Software - 12.09%
  3. Automobiles - 9.22%
  4. Construction - 6.05%
  5. Finance - 5.83%

Can I make investments in both the SIP and Lump Sum schemes of Aditya Birla SL Focused Fund-Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Aditya Birla SL Focused Fund-Direct Growth based on your investment objective and risk tolerance.

How much returns have Aditya Birla SL Focused Fund-Direct Growth generated ?

The Aditya Birla SL Focused Fund-Direct Growth has delivered 15.6% since inception

What is the expense ratio of Aditya Birla SL Focused Fund-Direct Growth ?

The expense ratio of Aditya Birla SL Focused Fund-Direct Growth is 0.87 % as of 17 May 2024.

What is the AUM of Aditya Birla SL Focused Fund-Direct Growth?

The AUM of Aditya Birla SL Focused Fund-Direct Growth is ₹3,12,323 Cr as of 17 May 2024

What are the top stock holdings of Aditya Birla SL Focused Fund-Direct Growth?

The top stock holdings of Aditya Birla SL Focused Fund-Direct Growth are
  1. ICICI Bank - 8.73%
  2. HDFC Bank - 8.3%
  3. Infosys - 6.37%
  4. Larsen & Toubro - 6.1%
  5. Bharti Airtel - 5.65%

How can I redeem my investments in Aditya Birla SL Focused Fund-Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Focused Fund-Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now