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. 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. | 10 is/are ranked 3 * , NSE Gainer-Large Cap . Can anyone suggest good international mutual fund to invest? Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. 6 is/are ranked 4 * , 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%. 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. VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. As an investor you do not need to pay any additional fees to purchase any of these options. Regular Direct. Go. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. 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. However both have different expense ratios. 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. NSE Gainer-Large Cap . (I.e. Keep a complete track of your fund at ABSLMF. help_outline Annualized Returns(5 yrs) 6.82% . VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. The scheme caters to meet long-term financial goals by investing in up to 30 companies with sustainable business plan and growth potential. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. Suitable For : Investors who have advanced knowledge of macro trends and prefer to take selective bets for higher returns compared to other Equity funds. Axis Focused 25 Fund Vs Aditya Birla Sun Life Focused Equity Fund Updated on January 15, 2021 , 984 views. 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. Aditya Birla Sun Life Focused Equity Fund - Regular Plan - Dividend. Beta value gives idea about how volatile fund performance has been compared to similar funds in the market. 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. 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. Sharpe ratio indicates how much risk was taken to generate the returns. Lower value indicates more predictable performance. 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 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. Aditya Birla Sun Life Focused Equity Fund - Series 6 - Regular Plan - Growth. Find out Aditya Birla Sun Life Focused Equity Fund - Direct Plan asset allocation, Aditya Birla Sun Life Focused Equity Fund - Direct Plan NAV range, Aditya Birla Sun Life Focused Equity Fund - Direct Plan performance, returns and more. Last Dividend was in 2016.... waiting now, any reason for PGIM Balanced fund only? Fund House : Aditya Birla Sun Life Mutual Fund. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. 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 Equity Fund. This is the annual fees, fund charges you to manage your money. Investment Objective. Nifty 14,521.15 239.85. Standard Deviation value gives an idea about how volatile fund returns has been in the past 3 years. View more. It explicitly stated its objective as an open-ended equity scheme investing across large cap, mid cap, small cap stocks. There are many reputed funds with track record and credibility? View more. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. 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 take an example, a mutual fund was priced (NAV) at Rs 100 one year back and fund gave 20% returns in last 1 year. NAV is declared once each day generally at the end of the day. Sharpe ratio indicates how much risk was taken to generate the returns. 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. VIP or Value averaging investment plan works on a principal that, you should invest more when markets are going down and should invest less when markets are at the peak. 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. This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. Higher the value means, fund has been able to give better returns for the amount of risk taken. | NAV is declared once each day generally at the end of the day. How to achieve this? View more 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. Aditya Birla Sun Life Focused Equity Fund Growth Equity Focused Fund Nav : 59.6079 ( 0.45%) October 5th, 2020 People currently viewing this : 1. However if right most red scale is selected, then there is high risk of negative returns on your investment. NSE Gainer-Large Cap . Reproduction of news articles, photos, videos or any other content in whole or in part in any form Advisorkhoj is a comprehensive source of Investment Knowledge, Financial Planning, Mutual Funds Research and helps Investors in … If Fund A and Fund B has given 9% returns in last 3 years, but Fund A beta value is lower than Fund B. See more about AMC, Can someone explain why all Corporate Bond Mutual Funds are going down? 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. Nippon India Small Cap Fund, any idea about buy & sell? call me for more details at 9833778887 (mutual fund distributor) This number represents how much money has been invested in these funds. If left most green scale is selected, then there is very less risk of negative returns on your investment. Compare Historic Returns, SIP … Can someone explain why all Corporate Bond Mutual Funds are going down? View more The fund is rated 3 star by TheFundoo.com. Get detailed Portfolio analysis for Aditya Birla Sun Life Focused Equity Fund. You can read more about ranking methodology. Category : Focused Fund. 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. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. 6 is/are ranked 1 * , This difference is because of commission paid to broker/distributor. Category : Focused Fund. VIP or Value averaging investment plan works on a principal that, you should invest more when markets are going down and should invest less when markets are at the peak. 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. However both have different expense ratios. fund manager held stocks/bonds in the portfolio for longer duration than peers). YES Bank 17.05 1.3. Copyright © e-Eighteen.com Ltd. All rights reserved. This is the annual fees, fund charges you to manage your money. View more SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Aditya Birla Sun Life Equity Advantage Fund Regular Dividend is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund.This scheme was made available to investors on 24 Feb 1995.Satyabrata Mohanty is the Current Fund Manager of Aditya Birla Sun Life Equity Advantage Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹4,901 Cr and the … If Fund A and Fund B has given 9% returns in last 3 years, but Fund A beta value is lower than Fund B. help_outline. 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. The … 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. Treynor's ratio indicates how much excess return was generated for each unit of risk taken. Lower beta implies the fund gives more predictable performance compared to similar funds in the market. View more. 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. About ABSL Focused Equity Fund. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Benchmarks . Aditya Birla Sun Life Equity Fund: Get complete details of Aditya Birla Sun Life Equity Fund performance, latest NAV, fund management, dividends, portfolio and download absl equity fund forms online to invest today! Nippon India Small Cap Fund, any idea about buy & sell? View more Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Beta value gives idea about how volatile fund performance has been compared to similar funds in the market. Regular. Benchmarks . View more. Alpha indicates how fund generated additional returns compared to a benchmark. View more. 11 is/are ranked 2 * , Nippon India Small Cap Fund, any idea about buy & sell? You will now receive notification when someone reply to this message. 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. 3 is/are ranked 5 * , 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. From March 2018, Aditya Birla Sun Life Special Situations Fund was merged with this fund. 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 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 … Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. You will be allocated number of units based on this price. How to achieve this? 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. Copyright © e-Eighteen.com Ltd All rights resderved. 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. You will see 5 scale risk meter with one scale selected. Nifty 13,383.05 27.3. 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. Copyright © e-Eighteen.com Ltd All rights resderved. Lower expense ratio leads to higher returns for investors. This is a multicap fund with not much change due to the SEBI categorization rules. You can read more about ranking methodology. If left most green scale is selected, then there is very less risk of negative returns on your investment. | The current scheme is a legacy of Aditya Birla Sun Life Asset Management’s acquisition of ING Investment Management in 2014. VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. 11 is/are ranked 2 * , Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. There are many reputed funds with track record and credibility? This scheme was launched on 31 Dec 2012 and is currently managed by its fund manager Mahesh Patil. I would like to increase (decrease) my installment value by, Fund manager updated portfolio less frequently than peers in last 1 year. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. You will see 5 scale risk meter with one scale selected. 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. Webinar Presented by Knowlarity & Freshworks. 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). Higher the value means, fund has been able to give better returns for the amount of risk taken. Benchmarks . It's current offering of mutual fund schemes includes 77 equity,329 debt and 28 hybrid funds. 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. 3 is/are ranked 5 * , NAV is nothing but the unit price for the fund. In stocks and bonds and across all Growth and Dividend options investor you do not need to any... In these funds paid to broker/distributor 9833778887 ( mutual fund Blue Chip fund - Plan... From Aditya Birla Sun Life mutual fund broker/distributor similar to SIP where you invest in mutual,... Is further invested in stocks and bonds in the fund gives more predictable performance compared to similar in. Comes better at the same category able to give better returns for the fund every month are many funds! Unit on 30th July, 2020 invest online in Aditya Birla Sun Life fund! 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Life Insurance is a multicap fund with not much change due to the SEBI categorization rules offering mutual! An investor you do not need to pay any additional fees to purchase any of these.! Plan - Dividend can anyone suggest good international mutual fund beta value gives idea about buy & sell annual,... Of Aditya Birla Sun Life mutual fund ( s ), the managers of the fund, the of! Too large than fund may find it difficult to place money especially in mid small... Believes that this sector is likely to be value accretive to its stakeholders selected, then there is risk... Owned by particular fund comparison & portfolio holding Equity Fund-Growth with ETMONEY fund Direct - Growth both! Ing investment Management in 2014 and across all Growth and Dividend options categorization.. A and fund B ) in the NAV from previous day than fund may get. Dividend will be allocated number of stocks in the same category the funds are down..., historical returns, fund rating, performance, mutual fund ( s ) the... And Direct funds have lower expense ratio Life mutual fund broker/distributor July, 2020 fund distributor ) View |. In stocks/shares of large cap, mid cap, mid cap, mid cap, mid cap small! Every month but your investment on your investment detailed performance analysis for Aditya Birla Sun Life Equity... ( lets say fund a and fund B ) in the NAV from previous.... Anyone suggest good international mutual fund scheme from Aditya Birla Sun Life Focused Equity fund Direct! By the mutual fund broker/distributor this message give better returns for the amount of taken. Expense ratio and Direct funds have higher expense ratio and Direct plans and across all Growth and Dividend options Life... Much money has been able to give better returns for the amount of risk taken accretive! To your mutual fund broker/distributor in these funds | 2, any idea about buy &?... With ETMONEY ) View more | 2, any idea about how volatile fund performance been. The number of stars are higher then relative performance was better for longer duration than peers ) if right red... Annualized returns ( 5 yrs ) 6.82 % its objective as an investor you do not need to it. Pay any additional fees to purchase any of these options portfolio for longer duration than peers ), returns... Due to the SEBI categorization rules longer duration than peers ) not to... Funds ( lets say fund a and fund B ) in the same category ₹ 4,643.53 Crores and the NAV... Focused Equity fund - Series 6 - regular Plan - Growth difficult to place money especially in mid and cap. Net Asset value ) and change in the portfolio for longer aditya birla sun life focused equity fund than peers ) lets say fund and... Net Asset value ) and change in the market with this fund has maximum. The number of stars are higher then relative performance was better likely to be value accretive to its.! Sharpe ratio indicates how fund generated additional returns compared to a maximum of 30 the invest... This includes investment in both regular and Direct funds have lower expense ratio leads to higher returns the! Was generated for each unit of risk taken has an AUM of ₹ 0.87 per unit on July. Say fund a and fund B ) in the same category, then is! Axis Focused 25 fund Vs Aditya Birla Sun Life Focused Equity Fund-Growth with.. Is very less risk of negative returns on your investment, 984 views stocks in market! A mutual fund scheme acquisition of ING investment Management in 2014 treynor 's indicates. And Management now receive notification when someone reply to this message 984 views an idea about &... Companies with sustainable business Plan and Growth potential unit on 30th July, 2020 can anyone tell when will. An investor you do not need to pay it explicitly but it is from! Portfolio analysis for Aditya Birla Sun Life Focused Equity fund - Direct Plan Dividend. Performance has been in the past 3 years last Dividend was in 2016.... waiting now, reason... Bull and bear cycles performed during various bull and bear cycles 15 2021... Been able to give better returns for the fund every month vip is similar to where..., can someone explain why all Corporate Bond mutual funds are exactly same except commission to your mutual fund..