MF Gyan
otherHigh risk12 years old

Aditya Birla Sun Life Focused Equity Fund - Series 4 - Direct Plan - Growth

A specialised fund. Check the scheme details for what it invests in. From Aditya Birla Sun Life Mutual Fund. It's been running since 22 Dec 2014.

Latest price per unit
₹13.42
▲ 0.00% today
As of 21 Dec 2017 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.28 L
▲ ₹28.2k gain · 28.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹60.0k
Value today₹64.7k
Gain / loss+₹4.7k
XIRR (annualised)15.84%
Looking forward · hypothetical
You would invest₹60.0k
Would become*₹65.4k
Projected gain*+₹5.4k
*at this fund's historical rate of 15.84% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 260 other funds in Growth

Same plan
1-year return
28.20%median 11.33% (+16.87%)
Rank #72 of 261Beats 71% of peers
Bumpiness (3Y)
14.88%median 18.29% (-3.41%)
Rank #73 of 261Less risky than 72% of peers
Worst-ever drop
-22.95%median -35.16% (+12.21%)
Rank #206 of 261Less risky than 21% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 4 of last 4 years were positive.

+0%
2014
+1%
2015
+4%
2016
+26%
2017
Best year
2017 · 26.48%
Worst year
2014 · 0.00%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
14.9%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-22.95%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Aditya Birla Sun Life Focused Equity Fund - Series 4 - Direct Plan - Growth against other other funds.

Technical details (for the pros)
CAGR — 1 year28.20%
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch10.27%
Volatility — 1 year (annualised)10.47%
Volatility — 3 years (annualised)14.88%
Max drawdown — 1 year-4.98%
Max drawdown — 3 years-22.95%
Sharpe ratio — 1 year (rf=6%)1.83
Sharpe ratio — 3 years (rf=6%)0.27

Fund info

Fund house
Aditya Birla Sun Life Mutual Fund
Category
Growth
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
133105
First price on record
22 Dec 2014 · 741 daily prices

About Aditya Birla Sun Life Focused Equity Fund - Series 4 - Direct Plan - Growth

Aditya Birla Sun Life Focused Equity Fund - Series 4 - Direct Plan - Growth is a Growth offered by Aditya Birla Sun Life Mutual Fund under the Direct plan with the Growth option. It has approximately 12 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of Aditya Birla Sun Life Focused Equity Fund - Series 4 - Direct Plan - Growth is ₹13.4200 (as of 21 Dec 2017). Historically, it has delivered 28.18% over the last year. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 14.9% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 22.9%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Aditya Birla Sun Life Focused Equity Fund - Series 4 - Direct Plan - Growth?+

The latest NAV of Aditya Birla Sun Life Focused Equity Fund - Series 4 - Direct Plan - Growth is ₹13.4200 as of 21 Dec 2017, up 0.00% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Aditya Birla Sun Life Focused Equity Fund - Series 4 - Direct Plan - Growth?+

Aditya Birla Sun Life Focused Equity Fund - Series 4 - Direct Plan - Growth has delivered 1-year return 28.18%, since-inception CAGR 10.27%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Aditya Birla Sun Life Focused Equity Fund - Series 4 - Direct Plan - Growth belong to?+

Aditya Birla Sun Life Focused Equity Fund - Series 4 - Direct Plan - Growth is categorised as Growth. A specialised fund. Check the scheme details for what it invests in.

How risky is Aditya Birla Sun Life Focused Equity Fund - Series 4 - Direct Plan - Growth?+

Based on its 3-year annualised volatility of 14.9%, Aditya Birla Sun Life Focused Equity Fund - Series 4 - Direct Plan - Growth sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Aditya Birla Sun Life Focused Equity Fund - Series 4 - Direct Plan - Growth a direct plan?+

Aditya Birla Sun Life Focused Equity Fund - Series 4 - Direct Plan - Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Aditya Birla Sun Life Focused Equity Fund - Series 4 - Direct Plan - Growth?+

Aditya Birla Sun Life Focused Equity Fund - Series 4 - Direct Plan - Growth has NAV history available from 22 Dec 2014 — approximately 12 years of track record and 741 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.