Aditya Birla Sun Life Focused Equity Fund Growth
Medium
Risk
Equity
Focussed Fund
+
16.86
%
16.86
%
3Y annualised
+
0.19
%
0.19
%
1D
1M
6M
1Y
3Y
All
Fund size
7060
NAV:
Mar 7, 2024
122.539
Sector
Tech
Type
Equity
Launched
Oct 2005
Min Investment
1000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
ICICI Bank Ltd
8.48
%
Infosys Ltd
7.3
%
HDFC Bank Ltd
7.16
%
Larsen & Toubro Ltd
6.05
%
Reliance Industries Ltd
5.76
%
Bharti Airtel Ltd
4.92
%
State Bank of India
4.08
%
Axis Bank Ltd
4.03
%
Tata Motors Ltd
4.02
%
Sun Pharmaceuticals Industries Ltd
3.59
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 90.0 Days, 0.0 % if redeemed after 90.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Aditya Birla Sun Life Focused Equity Fund Growth
More details
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
