Aditya Birla SL Focused Equity Fund - Direct (G)
AMC Name: Aditya Birla Sun Life Mutual Fund
Moderately High
Investment Objective
Bench Mark | Nifty 50 TRI |
Fund Manager | Mahesh Patil |
Fund Horizon | OPEN |
Inception Date | 01-Jan-2013 |
Scheme AUM(CR) | ` 4360.34 |
Minimum SIP/LUMPSUM | ` 1000/ ` 1000 |
Increment SIP/LUMPSUM | ` 0/ ` 0 |
SIP Dates | ANY |
Entry Load | NIL |
Exit Load | 1.00% - For redemption/switch-out of units within 365 days from the date of allotment. Nil - For redemption/switch-out of units after 365 days from the date of allotment. |
Expense Ratio | 1.19 |
Asset Allocation
Performance
Period | Returns | BenchMark |
---|---|---|
1 Month | 2.23% | 2.08% |
3 Month | 8.74% | 9.33% |
6 Month | 2.38% | 2.22% |
1 Year | 13.25% | 13.52% |
3 Year | 12.57% | 15.22% |
5 Year | 9.57% | 9.41% |
Since Inception | 14.36% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation