Focused Fundregulargrowth
Aditya Birla Sun Life Focused Fund -Growth Option
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.53%
1 Month-10.55%
3 Months-12.37%
6 Months-6.00%
1 Year-1.17%
3 Years (CAGR)+13.80%
5 Years (CAGR)+11.19%
10 Years (CAGR)+12.26%
Since Inception (Apr 2006)+11.54%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-12.14%
3 Year SIP+4.00%
5 Year SIP+8.10%
Since Inception (Apr 2006)+12.37%
Fund Details
Fund HouseAditya Birla Sun Life Mutual Fund
CategoryFocused Fund
Plan Typeregular
Optiongrowth
AUM₹7,971 Cr
Expense Ratio1.81%
Min SIP₹100
Min Lumpsum₹1,000
Launch Date03 Apr 2006
AMFI Code103309
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Aditya Birla Sun Life Focused Fund -Growth Option is a focused equity fund that invests in a concentrated portfolio of up to 30 stocks across market capitalisations. This high-conviction approach allows the fund manager to allocate significant capital to their best ideas.
About This Fund
Aditya Birla Sun Life Focused Fund -Growth Option is a Focused Fund mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹7,971 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.81%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations