Mutual Fund- 

Aditya Birla Focused Equity Fund

By Rajendra

Apr 21, 2023

image credit -Unsplash

Scheme Analysis

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Aditya Birla SL Focused Equity Fund

Category 

Focused Fund

Inception

Oct 24, 2005

Benchmark

Nifty 500

Scribbled Arrow

AUM  - 5,627 Cr

Fund Manager

Mahesh Patil, Kunal Sangoi & Dhaval Joshi

– Long term capital growth with exposure limited to a maximum of 30 stocks

Portfolio Construct 

Top 5 Holding

HDFC

ICICI Bank

Infosys

Reliance

Larson &Tourbro

10.04

9.65

7.72

6.91

5.33

Total :-  39.65

– Investments in equity and equity related securities to form a concentrated portfolio

Portfolio Construct

Bank

IT

Finance

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Top 5 Sector 

27.07

12.00

7.23

5.81

5.25

Insurance

Petroleum

Invests in companies that are among the top 100 companies in India, in terms of their market Cap or size.

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Scheme Performance

Exit Load

Upto 90 Days - 1.00%

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As on  3  Apr. 2023

1 Year

3 Year

5 Year

Period

Returns

-3.01%

26.01%

9.87%

Aditya Birla Focused Equity Fund

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SIP Performance

Exit Load

upto 1 month - 1%

Scribbled Arrow

As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Value

11,828

42,084

78,597

Returns

-2.62%

10.38%

10.72%

Monthly SIP of 1,000

Aditya Birla Focused Equity Fund