Aditya Birla SL Focused Equity Fund (Equity, Large Cap)

Moderately High
13 yrs 10 monthsStarted on:24 Oct 2005
₹ 4100.57 Cras on: 19 Aug 2019
Long Term Horizon
2.08%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD0.75
2 YR1.35
3 YR6.36

SIP Returns

TenureReturns (CAGR)
3 YR2.79
5 YR6.11
10 YR11.46

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.6
ICICI Bank Ltd.9.41
Infosys Ltd.5.48
Housing Development Finance Corpn. Ltd.5.43
Larsen & Toubro Ltd.5.22
State Bank of India4.97
Reliance Industries Ltd.4.85
National Thermal Power Corp. Ltd.3.88
ITC Ltd.3.7
Indusind Bank Ltd.3.47

Top Sectoral Holdings

Sector Name% Assets
Financial41.43
Energy10.39
Technology9.79
Construction8.03
FMCG6.37
Healthcare5.12
Cons Durable2.93
Services2.68
Metals2.29
Engineering1.3

Indicators

LabelValue
Portfolio turnover ratio11
Standard Deviation12.17%
Beta0.89%
Sharpe Ratio0.14

Mahesh Patil

Mr. Patil is B.E (Electrical), MMS in Finance and Chartered Financial Accountant from ICFAI Hyderabad.
Prior to joining Birla Sun Life AMC he has worked with Reliance Infocom Ltd., Motilal Oswal Securities and Parag Parikh Financial Advisory Services Ltd.

Other Funds Managed by Mahesh Patil