Mutual Fund Research

Aditya Birla SL Focused Equity Fund(G)

As on Mar-31-2023 change fund
88.14  up1.36 (1.57%)

fund objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential.


Investors understand that their principal will be at very high risk

5-Years History
financial year2018-20192019-20202020-20212021-20222022-2023
NAV in Rs (as on 29-Mar-2023)59.4445.7975.6390.4886.78
Net Assets(Rs Crores) (as on 29-Mar-2023) 4268.37 3198.98 4610.49 5781.87 5633.70
Scheme Returns(%)(Absolute)7.47-23.3171.0318.41-5.02
B'mark Returns(%)(Absolute)NANANANANA
Category Rank7/2318/2613/2918/2820/27
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
ICICI Bank Ltd.9.48 
Housing Development Finance Co...9.43 
Infosys Ltd.7.92 
Reliance Industries Ltd.6.06 
Axis Bank Ltd.5.03 
Larsen & Toubro Ltd.4.93 
State Bank Of India4.29 
Bharti Airtel Ltd.3.84 
Mahindra & Mahindra Ltd.3.31 
Ultratech Cement Ltd.3.22 


Focused Fund

Launch Date


Scheme Benchmark


AUM ( in Cr.)


portfolio price to book value


investing style?

Large Growth

fund manager?

Mahesh Patil,Kunal Sangoi

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
Bank - Private16.56
IT - Software14.60
Finance - Housing9.43
Automobiles - Passenger Cars5.13
Engineering - Construction4.93
Bank - Public4.29
Finance - NBFC3.96
Telecommunication - Service Provider3.84

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Aditya Birla SL Focused Equity Fund(G)Large-Growth 24-Oct-20055,633.70-2.6024.399.9313.7213.29
HDFC Focused 30 Fund(G)Large-Growth 17-Sep-20043,609.5113.7235.3310.9314.1314.90
Nippon India Focused Equity Fund(G)Large-Growth 26-Dec-20065,929.70-0.7333.8510.9917.9313.36
Quant Focused Fund(G)Large-Growth 01-Aug-2008219.530.0632.2211.6717.4612.29
Franklin India Focused Equity Fund(G)Large-Growth 26-Jul-20078,022.553.5732.0412.2617.1612.92
ICICI Pru Focused Equity Fund(G)Large-Growth 28-May-20093,920.603.3930.6712.5913.5112.42
IIFL Focused Equity Fund-Reg(G)Large-Growth 30-Oct-20143,416.742.4030.2216.55NA13.91
Mirae Asset Focused Fund-Reg(G)Large-Growth 14-May-20198,615.18-6.5928.36NANA16.05
Tata Focused Equity Fund-Reg(G)Large-Growth 05-Dec-20191,212.35-1.2427.51NANA12.68
Union Focused Fund-Reg(G)Large-Growth 05-Aug-2019317.79-1.4926.51NANA15.94
Kotak Focused Equity Fund-Reg(G)Large-Growth 16-Jul-20192,447.92-1.4126.26NANA13.58
IDBI Focused 30 Equity Fund-Reg(G)Large-Growth 17-Nov-2017125.42-1.7724.899.09NA7.84
Sundaram Focused Fund(G)Large-Growth 11-Nov-2005771.37-4.2524.1512.4114.0114.47
SBI Focused Equity Fund-Reg(G)Large-Growth 11-Oct-200426,561.04-6.7522.0310.7915.0018.14
Baroda BNP Paribas Focused Fund-Reg(G)Large-Growth 06-Oct-2017299.65-1.6221.748.47NA6.70
DSP Focus Fund-Reg(G)Large-Growth 10-Jun-20101,784.94-3.8721.677.5712.069.38
JM Focused Fund-Reg(G)Large-Growth 05-Mar-200842.951.7821.397.0613.171.11
Bandhan Focused Equity Fund-Reg(G)Large-Growth 16-Mar-20061,194.61-4.7320.815.7710.5310.00
Motilal Oswal Focused Fund-Reg(G)Large-Growth 13-May-20131,643.560.6419.358.92NA12.30
Axis Focused 25 Fund-Reg(G)Large-Growth 29-Jun-201215,139.75-15.4015.967.7012.4312.78
Mahindra Manulife Focused Fund-Reg(G)Large-Growth 17-Nov-2020642.713.20NANANA21.26
Canara Rob Focused Equity Fund-Reg(G)Large-Growth 17-May-20211,678.872.18NANANA11.07
UTI Focused Equity Fund-Reg(G)Large-Growth 25-Aug-20212,364.621.65NANANA-0.96
HSBC Focused Fund-Reg(G)(Adjusted)Large-Growth 22-Jul-20201,321.73-3.56NANANA15.12
Invesco India Focused 20 Equity Fund-Reg(G)Large-Growth 29-Sep-20201,593.68-8.13NANANA14.43
Edelweiss Focused Equity Fund-Reg(G)Large-Growth 01-Aug-2022478.46NANANANA1.79
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