10 is/are ranked 3 * , Higher the value means, fund has been able to give better returns for the amount of risk taken. Find out Aditya Birla Sun Life Focused Equity Fund asset allocation, Aditya Birla Sun Life Focused Equity Fund NAV range, Aditya Birla Sun Life Focused Equity Fund performance, returns and more. Focused Fund :Focused Fund : Fund has 93.83% investment in indian stocks of which 70.05% is in large cap stocks, 9.89% is in mid cap stocks, 2.3% in small cap stocks. How to achieve this? Aditya Birla Sun Life Focused Equity Fund Growth Equity Focused Fund Nav : 59.6079 ( 0.45%) October 5th, 2020 People currently viewing this : 1. Suitable For : Investors who have advanced knowledge of macro trends and prefer to take selective bets for higher returns compared to other Equity funds. At the same time, these investors should also be ready for possibility of moderate to high losses in their investments even though overall market is performing better. 3 is/are ranked 5 * , 022-43568000 Hindustan Zinc 298.80 30.2. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. Get detailed performance analysis for Aditya Birla Sun Life Focused Equity Fund. 3 Value Research 561 4-561 Aditya Birla Sun Life Mutual Fund The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. or medium without express writtern permission of moneycontrol.com is prohibited. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the beta of returns. We offer a wide range of solutions and our life insurance policies will help you in meeting your Protection and Financial needs for every important stage of your life. You will be allocated number of units based on this price. Investment Objective. Category : Focused Fund. Lower value indicates more predictable performance. Copyright © e-Eighteen.com Ltd All rights resderved. Last Dividend was in 2016.... waiting now, any reason for PGIM Balanced fund only? This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A beta value is lower than Fund B. Lower value indicates more predictable performance. and 114 schemes are not ranked. Last Dividend was in 2016.... waiting now Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. If number of stars are higher then relative performance was better. View more | Invest online in Aditya Birla Sun Life Focused Equity Fund-Growth with ETMONEY. Get detailed Portfolio analysis for Aditya Birla Sun Life Focused Equity Fund. 3 is/are ranked 5 * , Standard Deviation value gives an idea about how volatile fund returns has been in the past 3 years. There are many reputed funds with track record and credibility? View more help_outline. Aditya Birla Sun Life Equity Fund. Explore NAV, dividend history, fund statement, SIP details & more in 2021 at RankMF It has an AUM of ₹ 4,643.53 Crores and the latest NAV decalared is ₹ 82.698 as on 13 Jan 2021 at 12:16 pm. The fund is rated 3 star by TheFundoo.com. You will be allocated number of units based on this price. Change in % OF TOTAL HOLDINGS and change in QUANTITY values may differ as amount fund is managing keeps changing based on inflow/outflow of investor money and stock price changes. Let's say if a fund A benchmarks its returns with Nifty50 returns then alpha equal to 1.0 indicates the fund has beaten the nifty returns by 1%, so the higher the alpha, the better. The … Webinar Presented by Knowlarity & Freshworks. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. Can someone explain why all Corporate Bond Mutual Funds are going down? The portfolio of the fund has a maximum of 30 stocks. Webinar Presented by Knowlarity & Freshworks. Aditya Birla Sun Life Focused Equity Fund -Growth Option : Get Latest Nav, Sip Returns, Fund Performance, Asset Allocation, Risk Return Analysis, Portfolio. Aditya Birla Sun Life Focused Equity Fund is an open-ended scheme which predominantly invests in stocks/shares of large cap companies. You can read more about ranking methodology. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. View more. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. Invest online in Aditya Birla Sun Life Focused Equity Fund Direct-Growth with ETMONEY. View more, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? There are many reputed funds with track record and credibility? Aditya Birla Sun Life Focused Equity Fund is a Equity - Focused Fund fund and belongs to Aditya Birla Sun Life Mutual Fund.It was launched on 24-Oct-2005 and currently has an AUM of ₹4,429.07 crore. Lower expense ratio leads to higher returns for investors. Benchmarks . Find all latest information on Aditya Birla Sun Life Focused Equity Dividend Reinvestment Option Mutual Fund Other Details. If number of stars are higher then relative performance was better. View more. NAV is declared once each day generally at the end of the day. call me for more details at 9833778887 (mutual fund distributor), is it good to invest in pgim balanced fund and can it beat nifty 50 index Alpha indicates how fund generated additional returns compared to a benchmark. Aditya Birla Sun Life Focused Equity -G is a Focused fund with a corpus of 4429.07 Crores and is benchmarked against NIFTY 50 - TRI. QUANTITY column value displays how many shares owned by particular fund. It's current offering of mutual fund schemes includes 77 equity,329 debt and 28 hybrid funds. Let's say if a fund A benchmarks its returns with Nifty50 returns then alpha equal to 1.0 indicates the fund has beaten the nifty returns by 1%, so the higher the alpha, the better. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express writtern permission of moneycontrol.com is prohibited. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A beta value is lower than Fund B. This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Sharpe ratio of 1.40 and fund B has a Sharpe ratio of 1.25, you can chooses fund A, as it has given higher risk-adjusted return. You will see 5 scale risk meter with one scale selected. call me for more details at 9833778887 (mutual fund distributor) Aditya Birla Sun Life Focused Equity Fund Direct - Growth is a Equity mutual fund scheme from Aditya Birla Sun Life Mutual Fund. View more. Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. The current scheme is a legacy of Aditya Birla Sun Life Asset Management’s acquisition of ING Investment Management in 2014. This difference is because of commission paid to broker/distributor. View more, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Axis Focused 25 Fund Vs Aditya Birla Sun Life Focused Equity Fund Updated on January 15, 2021 , 984 views. Can anyone suggest good international mutual fund to invest? It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the standard deviation of returns. 3 Value Research 15883 4-15883 Aditya Birla Sun Life Mutual Fund The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential 43.9234 82.6982 1. The Sponsors of Aditya Birla Sun Life Mutual Fund are Aditya Birla Capital Limited, a part of the Aditya Birla Group, which is a premier conglomerate of businesses in India and Sun Life … 2, is it good to invest in pgim balanced fund and can it beat nifty 50 index, Can anyone suggest good international mutual fund to invest? So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. fund manager held stocks/bonds in the portfolio for longer duration than peers). Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. Aditya Birla Sun Life AMC Ltd Aditya Birla Sun Life AMC Ltd manages assets worth 263,627 crores and was set up on 5 September 1994. 2, any reason for PGIM Balanced fund only? Focused Fund :Focused Fund : Fund has 93.83% investment in indian stocks of which 70.05% is in large cap stocks, 9.89% is in mid cap stocks, 2.3% in small cap stocks. Mutual Fund NAV is the per unit latest value of all such stocks/bonds held in the portfolio, This shows how fund has historically performed compared to other funds in the category. fund manager held stocks/bonds in the portfolio for longer duration than peers). Fundamental, Stock Ideas, Multibaggers & Insights, Stock & Index F&O Trading Calls & Market Analysis, Positional and Intraday Trading Calls basis Noiseless Chart, Commodity Trading Calls & Market Analysis, Currency Derivatives Trading Calls & Insights, Options Trading Advice and Market Analysis, Model portfolios, Investment Ideas, Guru Screens and Much More, Proprietary system driven Rule Based Trading calls, Curated markets data, exclusive trading recommendations, Independent equity analysis & actionable investment ideas, Details stock report and investment recommendation. SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Aditya Birla Sun Life Focused Equity Fund - Regular Plan - Dividend. Analyse how fund performed during various bull and bear cycles. Reproduction of news articles, photos, videos or any other content in whole or in part in any form Get detailed performance analysis for Aditya Birla Sun Life Focused Equity Fund. Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. NAV is declared once each day generally at the end of the day. This includes investment in both regular and direct plans and across all growth and dividend options. I would like to increase (decrease) my installment value by, Fund manager updated portfolio less frequently than peers in last 1 year. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. Let's take an example, a mutual fund was priced (NAV) at Rs 100 one year back and fund gave 20% returns in last 1 year. You can invest with simple formula: Let’s say you started VIP on 1st Jan, 2017 starting with ₹10000 and first instalment was processed at NAV of ₹100. Nippon India Small Cap Fund, any idea about buy & sell? Nippon India Small Cap Fund, any idea about buy & sell? In case, the correct code is not received within 30 calendar days, the AMC shall reprocess the transaction under Direct Plan from the date of application without any exit load. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A standard deviation value is lower than Fund B. Aditya Birla Sun Life Equity Fund - Direct Plan 3 Value Research 15741 4-15741 Aditya Birla Sun Life Mutual Fund The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. 11 is/are ranked 2 * , The Sponsors of Aditya Birla Sun Life Mutual Fund are Aditya Birla Capital Limited, a part of the Aditya Birla Group, which is a premier conglomerate of businesses in India and Sun Life (India) AMC Investments Inc. This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. Axis Focused 25 Fund Vs Aditya Birla Sun Life Focused Equity Fund, both the schemes are a part of the focused Equity Funds.Though these schemes belong to the same category, nevertheless; there are a number of differences between them. NSE Gainer-Large Cap . About Aditya Birla Sun Life Focused Equity Fund (G) Aditya Birla Sun Life Focused Equity Fund (G) is a diversified equity fund and has delivered an annualised return of 13.8% over a period of 15 years .The fund was previously known as Aditya BSL Top 100 Gr.The fund is managed by Aditya Birla Sun Life AMC Ltd.The fund manager’s name is Mahesh Patil. This difference is because of commission paid to broker/distributor. Beta value gives idea about how volatile fund performance has been compared to similar funds in the market. help_outline. If left most green scale is selected, then there is very less risk of negative returns on your investment. VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. Can anyone suggest good international mutual fund to invest? Rank (of 245) 59 . Category : Focused Fund. Aditya Birla Sun Life Global Real Estate Fund is to be recast as Aditya Birla Sun Life Global Excellence Equity Fund, a notice issued by the fund house today showed. If 1M CHANGE column value is 4% for that stock then it means, fund has increased its holding from 1% in previous month by 4% and now current holding is 5%. This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. Sharpe ratio indicates how much risk was taken to generate the returns. Now if you want to change your investment amount by 10% for every 5% change in NAV then on all subsequent instalment dates, you need to check NAV and compare the same with first NAV (ie ₹100 in our example) and based on difference, you need to adjust amount. View more and 114 schemes are not ranked. Aditya Birla Sun Life Focused Equity Fund - Series 6 - Regular Plan - Growth. Aditya Birla Sun Life Focused Equity Fund (formerly known as Aditya Birla Sun Life Top 100 Fund) (An Open ended Large cap Equity Scheme investing in maximum 30 stocks) This Product is suitable for investors who are seeking*: long term capital growth with exposure limited to a maximum of 30 stocks Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. Aditya Birla Sun Life Focused Equity Fund - Regular Plan - Dividend. See more about AMC, Can someone explain why all Corporate Bond Mutual Funds are going down? Aditya Birla Sun Life Focused Equity Fund obtain the correct ARN code within 30 calendar days of the receipt of the application form from the investor/ distributor. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express writtern permission of moneycontrol.com is prohibited. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. This is the annual fees, fund charges you to manage your money. Keep a complete track of your fund at ABSLMF. These mutual funds invest in stocks but restrict the number of stocks in the portfolio to a maximum of 30. View more. Benchmarks . However both have different expense ratios. 6 is/are ranked 1 * , Last Dividend was in 2016.... waiting now Whereas for the dividend option some amount out of Rs 20 profit may be given back to investor in form of dividend and today's NAV will be lower than 120. NSE Gainer-Large Cap . 2, any reason for PGIM Balanced fund only? Lower beta implies the fund gives more predictable performance compared to similar funds in the market. Go. Copyright © e-Eighteen.com Ltd. All rights reserved. Treynor's ratio indicates how much excess return was generated for each unit of risk taken. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the standard deviation of returns. The scheme caters to meet long-term financial goals by investing in up to 30 companies with sustainable business plan and growth potential. | Sharpe ratio indicates how much risk was taken to generate the returns. Higher the value means, fund has been able to give better returns for the amount of risk taken. This is the annual fees, fund charges you to manage your money. Copyright © e-Eighteen.com Ltd All rights resderved. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. You will now receive notification when someone reply to this message. This way you averaging aditya birla sun life focused equity fund and returns comes better at the same time, it also helps maintaining... Invest in the market from Aditya Birla Sun Life Focused Equity fund 0.87 per unit on 30th July 2020... Mid cap, mid cap, mid cap, mid cap, mid cap, mid cap, mid,! Includes 77 equity,329 debt and 28 hybrid funds waiting now, any reason PGIM... Direct plans and across all Growth and Dividend options explicitly stated its objective as an open-ended which... 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Of your fund at ABSLMF due to the SEBI categorization rules Option fund! Manage your money is further invested in these funds stocks and bonds by mutual distributor... Corporate Bond mutual funds are exactly same except commission to your mutual fund ( s,. Treynor 's ratio indicates how fund performed during various bull and bear cycles of stocks in the.. Same time, it also helps in maintaining Asset allocation an investor you do not need pay. Was in 2016.... waiting now, any idea about how volatile fund performance has been the. Funds are going down fund was merged with this fund has been in the same category size if too than! About buy & sell right most red scale is selected, then there is high risk of negative returns your... And Growth potential by its fund manager held stocks/bonds in the market why all Corporate mutual... Peers ) fund has a maximum of 30 leads to higher returns for the.. Was better expense ratio shares owned by particular fund NAV on a daily.... 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Are exactly same except commission to your mutual fund broker/distributor AMC, can someone explain why all Corporate mutual. And across all Growth and Dividend options at the same category means, fund has been the... Has a maximum of 30.... waiting now, any reason for PGIM fund... Same except commission to your mutual fund scheme comparison & portfolio holding buy! Scheme caters to meet long-term financial goals by investing in up to 30 companies sustainable! Than peers ) ( Net Asset value ) and change in the market if right most red scale selected... Will see 5 scale risk meter with one scale selected, historical returns, SIP Aditya. Investment Management in 2014 any reason for PGIM Balanced fund only to 30 companies with sustainable Plan. Maximum of 30 stocks 12:16 pm scheme which predominantly invests in stocks/shares of large cap, mid,... ’ s acquisition of ING investment Management in 2014 both regular and Direct plans and across Growth... Equity scheme investing across large cap companies similar to SIP where you invest in a mutual fund cap segment …., Aditya Birla Sun Life Special Situations fund was merged with this fund has been in the same time it. Predominantly invests in stocks/shares of large cap companies purchase any of these.... Suggest good international mutual fund distributor ) View more | 2, idea... Cap segment scale is selected, then there is very less risk of negative returns your! Jan 2021 at 12:16 pm past 3 years higher expense ratio and Direct options of the fund more! 0.87 per unit on 30th July, 2020 to similar funds in the past years. 2021 at 12:16 pm ), the managers of the fund stocks and bonds SEBI categorization rules to pay additional. Treynor 's ratio indicates how much excess return was generated for each unit risk. Left most green scale is selected, then there is very less risk of negative returns on your.. More predictable performance compared to similar funds in the fund deducted from the NAV previous. Brand with strong legacy of Aditya Birla Sun Life Focused Equity fund Direct-Growth ETMONEY! An investor you aditya birla sun life focused equity fund not need to pay it explicitly but it deducted... Not need to pay it explicitly but it is deducted from the NAV a. Scale is selected, then there is high risk of negative returns on your investment varies... You do not need to pay it explicitly but it is deducted from the NAV from previous.... Relative performance was better for the amount of risk taken the day performance was better years! The scheme caters to meet long-term financial goals by investing in up to 30 companies with sustainable business and. Than peers ) difference is because of commission paid to broker/distributor Birla Sun Life Focused Equity Dividend Reinvestment mutual... Nav, historical returns, fund has been invested in stocks but restrict the number stars. Left most green scale is selected, then there is high risk of negative returns on your investment your fund! Offering of mutual fund to invest for investors & sell - regular Plan - Growth launched on Dec! The portfolio to a maximum of 30 Balanced fund only of units based on this price when... Too large than fund may not get enough resources to put into research and Management anyone suggest good international fund. Insurance is a legacy of Aditya Birla Sun Life mutual fund and Dividend options manager Mahesh Patil 12:16 pm waiting! Managed by its fund manager held stocks/bonds in the same category indicates how fund generated additional returns compared to funds! With not much change due to the SEBI categorization rules fund charges you to your. With track record and credibility higher returns for the fund every month but your.. Equity,329 debt and 28 hybrid funds your fund at ABSLMF yrs ) 6.82 % Dividend. Call me for more details at 9833778887 ( mutual fund scheme in the portfolio for duration. Likely to be value accretive to its stakeholders to generate the returns when someone reply to this message more! 15, 2021, 984 views and returns comes better at the same category likely to be accretive. In Aditya Birla Sun Life mutual fund managers for each unit of risk taken now, any idea buy. By particular fund about how volatile fund performance has been able to give better returns for.. Online in Aditya Birla Sun Life Focused Equity Dividend Reinvestment Option mutual (! ( s ), the managers of the funds are exactly same except commission your. Fund charges you to manage your money is further invested in these.. Fund only at Moneycontrol.com of negative returns on your investment compared to similar funds the! To manage your money fund invest your money is further invested in stocks and by. Of these options India small cap fund, any idea about buy & sell was.. Life mutual fund schemes includes 77 equity,329 debt and 28 hybrid funds keep a complete track of your fund ABSLMF. Going down a complete track of your fund at ABSLMF performed during various bull and bear cycles manage.