This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. 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. 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. 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. These mutual funds invest in stocks but restrict the number of stocks in the portfolio to a maximum of 30. Aditya Birla Sun Life Focused Equity -G, NAV: 75.43, is managed by Mahesh Patil. 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. Aditya Birla Sun Life Focused Equity Fund Direct - Growth is a Equity mutual fund scheme from Aditya Birla Sun Life Mutual Fund. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. 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. 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. Nifty 14,521.15 239.85. 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. Benchmarks . SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Investment Objective. YES Bank 17.05 1.3. If 1Y HIGHEST HOLDING column data says 5.5%, May-18, that means mutual fund scheme had highest investment in particular stock in May-18 and weight of that holding was 5.5%. For example 1st Jan, 2018 NAV is 120 (which is higher by 20% from first NAV) than you need to reduce your investment by 40% (new instalment amount will be ₹6000). 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 01-Jan-2013 and currently has an AUM of ₹4,643.53 crore. (I.e. Nippon India Small Cap Fund, any idea about buy & sell? You will be allocated number of units based on this price. 10 is/are ranked 3 * , This is the annual fees, fund charges you to manage your money. 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. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. 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 … Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. call me for more details at 9833778887 (mutual fund distributor) There are many reputed funds with track record and credibility? 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. Regular funds have higher expense ratio and direct funds have lower expense ratio. View more. How to achieve this? Lower beta implies the fund gives more predictable performance compared to similar funds in the market. Copyright © e-Eighteen.com Ltd All rights resderved. Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. Aditya Birla Sun Life Focused Equity Fund Growth Equity Focused Fund Nav : 59.6079 ( 0.45%) October 5th, 2020 People currently viewing this : 1. 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. fund manager held stocks/bonds in the portfolio for longer duration than peers). Aditya Birla Sun Life Focused Equity Fund -Growth Option : Get Latest Nav, Sip Returns, Fund Performance, Asset Allocation, Risk Return Analysis, Portfolio. 2, any reason for PGIM Balanced fund only? Aditya Birla Sun Life Focused Equity Fund(formerly known as Birla Sun Life Top 100 Fund) Structure An Open ended Large cap Equity Scheme investing in maximum 30 stocks. You can read more about ranking methodology. The fund is rated 3 star by TheFundoo.com. 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. The Company believes that this sector is likely to be value accretive to its stakeholders. 6 is/are ranked 1 * , 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. Can anyone suggest good international mutual fund to invest? VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. 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. 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. 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? Aditya Birla Sun Life Equity Fund. 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. If left most green scale is selected, then there is very less risk of negative returns on your investment. 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. Crompton Greaves Consumer Electricals Ltd. Housing Development Finance Corporation Ltd. - Warrants, ICICI Prudential Focused Equity Fund - Retail - Growth, Nippon India Focused Equity Fund - Growth, Aditya Birla Sun Life Liquid Fund - Regular Plan - Growth, Aditya Birla Sun Life Corporate Bond Fund - Regular Plan - Growth, Aditya Birla Sun Life Low Duration Fund - Regular Plan - Growth, Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth, Aditya Birla Sun Life Savings Fund - Regular Plan - Growth, Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan - Growth, Aditya Birla Sun Life Tax Relief 96 - Regular Plan - Growth, Aditya Birla Sun Life Equity Fund - Regular Plan - Growth, What makes award-winning Birla Sun Life MNC fund tick, See no redemptions from DIIs; India story intact: Birla Sun, Birla Sun Life MF announces dividend under its two schemes, Tata Power, Hindalco, Andhra Bank top buys: Birla Sun Life, Aditya Birla Sun Life Focused Equity Fund (D). You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. There are many reputed funds with track record and credibility? Beta value gives idea about how volatile fund performance has been compared to similar funds in the market. View more. From March 2018, Aditya Birla Sun Life Special Situations Fund was merged with this fund. Aditya Birla Sun Life Focused Equity Fund - Direct Plan. View more 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. 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. Now invest in Birla Sun Life Focused Equity Fund - Series 1 at Moneycontrol.com. 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%. 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. You will now receive notification when someone reply to this message. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. 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. However if right most red scale is selected, then there is high risk of negative returns on your investment. Axis Focused 25 Fund Vs Aditya Birla Sun Life Focused Equity Fund Updated on January 15, 2021 , 984 views. 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. 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? You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. This table shows list of stock/bond investments. Higher the value means, fund has been able to give better returns for the amount of risk taken. SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? 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. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Treynor's ratio of 1.40 and fund B has a Treynor's ratio of 1.25, then you can chooses fund A, as it has given higher risk-adjusted return. Aditya Birla Sun Life Focused Equity Fund - Regular Plan - Dividend. and 114 schemes are not ranked. QUANTITY column value displays how many shares owned by particular fund. The scheme caters to meet long-term financial goals by investing in up to 30 companies with sustainable business plan and growth potential. Add to watchlist. If number of stars are higher then relative performance was better. fund manager held stocks/bonds in the portfolio for longer duration than peers). Lower beta implies the fund gives more predictable performance compared to similar funds in the market. 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. Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. As an investor you do not need to pay any additional fees to purchase any of these options. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Go. Aditya Birla Sun Life Insurance is a trustworthy brand with strong legacy of Aditya Birla Group. As an investor you do not need to pay any additional fees to purchase any of these options. You can read more about ranking methodology. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Can anyone suggest good international mutual fund to invest? View more, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? If 1Y HIGHEST HOLDING column data says 5.5%, May-18, that means mutual fund scheme had highest investment in particular stock in May-18 and weight of that holding was 5.5%. This scheme was launched on 31 Dec 2012 and is currently managed by its fund manager Mahesh Patil. 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. You will see 5 scale risk meter with one scale selected. View more. NAV is nothing but the unit price for the fund. Reproduction of news articles, photos, videos or any other content in whole or in part in any form However both have different expense ratios. Category : Focused Fund. 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. Lower value indicates more predictable performance. | I would like to increase (decrease) my installment value by, Fund manager updated portfolio less frequently than peers in last 1 year. 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. View History », Ratios calculated on daily returns for last 3 years (Updated as on 31st December, 2020), Out of 150 mutual fund schemes offered by this AMC, | Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. Lower expense ratio leads to higher returns for investors. If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. View more Last Dividend was in 2016.... waiting now, any reason for PGIM Balanced fund only? Analyse how fund performed during various bull and bear cycles. Get detailed Portfolio analysis for Aditya Birla Sun Life Focused Equity Fund. 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. Fund House : Aditya Birla Sun Life Mutual Fund. Alpha indicates how fund generated additional returns compared to a benchmark. This includes investment in both regular and direct plans and across all growth and dividend options. 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. Crompton Greaves Consumer Electricals Ltd. Housing Development Finance Corporation Ltd. - Warrants, ICICI Prudential Focused Equity Fund - Retail - Growth, Nippon India Focused Equity Fund - Growth, Aditya Birla Sun Life Liquid Fund - Regular Plan - Growth, Aditya Birla Sun Life Corporate Bond Fund - Regular Plan - Growth, Aditya Birla Sun Life Low Duration Fund - Regular Plan - Growth, Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth, Aditya Birla Sun Life Savings Fund - Regular Plan - Growth, Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan - Growth, Aditya Birla Sun Life Tax Relief 96 - Regular Plan - Growth, Aditya Birla Sun Life Equity Fund - Regular Plan - Growth, What makes award-winning Birla Sun Life MNC fund tick, See no redemptions from DIIs; India story intact: Birla Sun, Tata Power, Hindalco, Andhra Bank top buys: Birla Sun Life, Birla MF completes acquisition of ING AMC, Aditya Birla Sun Life Focused Equity Fund (G). 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