Aditya Birla Sun Life Focused Equity Fund - Growth - Direct Plan

Aditya Birla Sun Life Focused Equity Fund - Growth - Direct Plan of Aditya Birla Sun Life Mutual Fund has asset class type as Large-Cap. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

Moderately High

Expenese Ratio (%)

1.26

Age

NA Years

Fund Manager

Mahesh Patil

AuM (Rs Crores)

3920.809

Asset Class

Large-Cap

Net Asset Value:

58.4108

Rating

3

Exit Load

0.01

Bench Mark

Nifty 50 TRI

Fund Type

Large Cap

SEBI Category

Focused Fund

Turnover Ratio(Monthly)

.99 Times

Fund Manager Details:

Mahesh Patil B.E (Electical) and also done MMS(Finance) done CFA from ICFAI Hyderabad. Mahesh has over 2 years of experience in fund management, equity research and corporate finance. Prior to joining BSLAMC, he has worked with Reliance Infocom Ltd. in Business Strategy.

Objective:

To provide medium to long-term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of Top 1 companies as measured by market capitalization.

Top Holdings:

  • Banks (23.7)
  • IT - Software (12.31)
  • Finance (9.23)
  • Tobacco Products (6.51)
  • Pharmaceuticals (6.26)
  • Automobile (5.76)
  • Infrastructure Developers & Operators (5.54)
  • Refineries (4.17)
  • Steel (2.99)
  • Power Generation & Distribution (2.98)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition