How to use scorecard? Learn more
Aditya Birla SL Focused Fund(IDCW)
Price Chart
How to use scorecard? Learn more
Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.91 | 40.86 | 1.27 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.42 | 45.47 | 1.23 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Focused Fund
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
Peers & Comparison
EquityFocused Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Aditya Birla SL Focused Fund(IDCW) | 13.98% | 8.57% | 11.89% |
| SBI Focused Equity Fund(IDCW-Payout) | 20.76% | 12.13% | 13.44% |
| HDFC Focused 30 Fund(IDCW) | 18.25% | 16.94% | 4.95% |
| Axis Focused Fund(IDCW) | 9.03% | -2.08% | 10.08% |
Price Comparison
Compare Aditya Birla SL Focused Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- ICICI Bank Ltd3M change : 0.68 %
Holdings
8.63 %
0.68 % - Infosys Ltd3M change : -0.67 %
Holdings
6.78 %
-0.67 % - Bharti Airtel Ltd3M change : 0.14 %
Holdings
5.45 %
0.14 %
AMC Profile
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
No.of Schemes
94
Total AUM
₹ 3,72,143.17 Cr.
Fund Manager Profile
Kunal Sangoi
AUM: ₹19,416.83 Cr.
|
Exp: 7yrs
Qualification
C.A, B. Com
Past Experience
He has overall experience of around 7 years in the Financial markets. Prior to joining BSLAMC, he has worked with Edelweiss Financial Services Limited.
Funds Managed (12)
Aditya Birla SL Digital India Fund(IDCW-Reinv)
Aditya Birla SL Pure Value Fund(IDCW)
Aditya Birla SL Digital India Fund(IDCW)
Aditya Birla SL Pure Value Fund(IDCW-Reinv)
Aditya Birla SL Focused Fund(IDCW-Reinv)
Aditya Birla SL Pure Value Fund(IDCW-Reinv)
Aditya Birla SL Digital India Fund(IDCW-Reinv)
Aditya Birla SL Focused Fund(IDCW-Reinv)
Aditya Birla SL Pure Value Fund(IDCW)
Aditya Birla SL Focused Fund(IDCW)
Aditya Birla SL Digital India Fund(IDCW)
Aditya Birla SL Focused Fund(IDCW)
Manager Performance (0)
Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%