Aditya Birla Sun Life Focused Equity Fund - Series 4 Growth Return

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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life Focused Equity Fund - Series 4 Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹100 Cr

Lock In Period

N/A

Expense Ratio

2.36

Exit Load

Nil

Benchmark

Nifty 100

Aditya Birla Sun Life Focused Equity Fund - Series 4 Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.577.74
6M0.001.9964.49
1Y0.004.19137.57
3Y0.0012.50202.94

Portfolio Analysis

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About Fund Aditya Birla Sun Life Focused Equity Fund - Series 4 Growth

Aditya Birla Sun Life Focused Equity Fund - Series 4 Growth managed by Aditya Birla Sun Life Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹100 Crore. The fund benchmarks its performance against the Nifty 100 while maintaining an expense ratio of 2.36. Under the expert guidance of Anil Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Anil Shah

Mr. Anil holds B.Com, C.A, Cost Accountant. He has over 24 years of experience in equity research and investments. Prior to joining AMC, he has worked with RBS Equities (India) Ltd. (formerly known as ABN AMRO Asia Equities (India) Ltd.) for around 15 years.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
QSIF Equity Long Short Fund Growth0592 CR4.25
HSBC Mid Cap Fund - OLD Growth01,082 CR2.27
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundQSIF Equity Long Short Fund Growth00
This FundHSBC Mid Cap Fund - OLD Growth-4.49140
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Aditya Birla Sun Life Focused Equity Fund - Series 4 Growth FAQs

Aditya Birla Sun Life Focused Equity Fund - Series 4 Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life Focused Equity Fund - Series 4 Growth is 2.36. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Focused Equity Fund - Series 4 Growth’s fund performance is as follows:
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Returns of Aditya Birla Sun Life Focused Equity Fund - Series 4 Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Aditya Birla Sun Life Focused Equity Fund - Series 4 Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life Focused Equity Fund - Series 4 Growth is ₹100 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Focused Equity Fund - Series 4 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.