Investment Objective and Approach

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. The scheme seeks to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. The scheme shall invest in Indian equities, foreign equities and related instruments and debt securities.

The fund follows a focused investment approach by concentrating its investments in a limited number of quality companies. It is a Focused Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term. The fund's allocation of assets is distributed as 95.77% in equities, 0.00% in bonds, and 4.23% in cash and cash equivalents.

Key investment features:

- The fund is benchmarked to NIFTY 500 Total Return Index

- The fund is meant for investors with a minimum investment horizon of 5-7 years

- The category risk of the fund is Very High

- Focused on picking quality companies for long-term wealth creation

Fund Managers

Kunal Sangoi and Dhaval Joshi are the current fund managers with extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

The fund managers bring extensive experience in equity research and portfolio management, focusing on identifying companies with sustainable competitive advantages and strong growth potential.

About the Fund House (AMC)

Presently it is known as Aditya Birla Sun Life (ABSL) Asset Management Company Ltd. It is a joint venture between the Aditya Birla Group in India and Sun Life Financial Inc of Canada. Aditya Birla Sun Life Mutual Fund was established as a joint venture between Aditya Birla Group of India and Sun Life Financial Inc of Canada in 1994. It is one of the largest fund houses in India. It commenced operations after registering with SEBI or the Securities and Exchange Board of India in 1994.

Key details about the AMC:

- No. of schemes: 175

- Aditya Birla Sun Life Mutual Fund counts Aditya Birla Capital Limited (ABCL) and Sun Life (India) AMC Investments Inc as the sponsors. It has Aditya Birla Sun Life Trustee Private Limited as the trustee.

- Established presence with over 30 years of experience in the Indian mutual fund industry

- Strong parentage with backing from two established financial groups

Current Fund Statistics (as of August 2025):

- NAV as of 11/11/2024 is ₹137.33 with the total AUM as of 11/12/2024 is ₹7728.52 crores

- The expense ratio is 1.8% for regular plan

- The fund was launched on 2005-10-24

Should I Invest in Aditya Birla Sun Life Focused Fund?

This fund is suitable for investors who:

- Have a long-term investment horizon of 5-7 years or more

- Can tolerate high volatility due to the very high-risk category

- Seek exposure to a concentrated portfolio of quality companies

- Want professional fund management with a focused investment approach

Performance considerations:

- Over the past five years, the fund has delivered an annualised return of 18.74% as of 04-Aug-2025

- Scripbox has rated it 1 star, indicating it's not a recommended fund in the Equity category and delivered 34.02% returns in the last 1 year

Investment minimums:

- The minimum SIP amount is ₹1000 and you can increase this in multiples of ₹100

- The minimum lump sum amount to be invested is ₹5000

Investors should carefully consider their risk tolerance and investment objectives before investing in this focused equity fund.

FAQs

What is today's NAV of Aditya Birla Sun Life Focused Fund?

The latest declared NAV is ₹137.8159 as of 04-Aug-2025. NAV changes daily based on market movements.

What is the AUM of Aditya Birla Sun Life Focused Fund?

The total AUM as of 11/12/2024 is ₹7728.52 crores. This indicates significant investor interest in the fund.

What is the expense ratio of Aditya Birla Sun Life Focused Fund?

The expense ratio is 1.8% for regular plan. Direct plans typically have lower expense ratios.

What are the returns of Aditya Birla Sun Life Focused Fund since inception?

The scheme has delivered 489.32% returns since scheme launch. Past performance doesn't guarantee future results.

What is the minimum SIP amount to invest in Aditya Birla Sun Life Focused Fund?

The minimum SIP amount is ₹1000 and you can increase this in multiples of ₹100.

How do I invest in Aditya Birla Sun Life Focused Fund?

You can invest through Allvest platform, AMC website, or other authorized distributors. Complete your KYC and choose between SIP or lumpsum investment options.

How to start a SIP in Aditya Birla Sun Life Focused Fund?

Register on Allvest, complete KYC verification, select the fund, choose SIP amount (minimum ₹1000), set investment date and duration, then authorize the bank mandate.

How do I automate an SIP in Aditya Birla Sun Life Focused Fund?

Set up auto-debit through Allvest by providing bank account details and NACH mandate. The SIP amount will be automatically debited on your chosen date monthly.

How can I withdraw/redeem my investment in Aditya Birla Sun Life Focused Fund?

Log into Allvest platform, go to your portfolio, select the fund, choose redemption amount/units, and submit the request. Funds will be credited to your registered bank account within 3-4 working days.