Aditya Birla Sun Life Equity Fund Direct Growth-1.60%

4Groww
-10.29%
1 Year Return
Equity
Multi Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.04%
NAV755.46 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size10,694 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Equity Fund Direct Growth
-10.3%
6.8%
10.5%
14.8%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -10.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    5. 10Y Returns are higher than the benchmark
    Cons
    1. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.Financial ServicesEquity9.1%
    ICICI Bank Ltd. Financial ServicesEquity8.0%
    CBLO(CCIL)Current AssetsMoney Market5.6%
    Dr Reddys Laboratories Ltd.PharmaEquity4.8%
    ITC Ltd.Consumer GoodsEquity4.0%
    Tech Mahindra Ltd.ITEquity3.8%
    Infosys Ltd.ITEquity3.6%
    Tata Steel Ltd.MetalsEquity3.1%
    Hindalco Industries Ltd.MetalsEquity2.8%
    Tata Chemicals Ltd.ChemicalsEquity2.5%
    See All

    Fund Managers

    addAnil Shah
    Education
    Mr.Shah is a B.com, CA and a cost accountant
    Experience
    Prior to joining BSL AMC he has worked with RBS Equities (India) Ltd. for around 15 years.
    Funds Managed

    Other Details

    Aditya Birla Sun Life Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Birla Sun Life Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Anil Shah is the Current Fund Manager of Aditya Birla Sun Life Equity Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹10,694 Cr and the Latest NAV as of 08 Jul 2019 is ₹755.46.

    The Aditya Birla Sun Life Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 100. Minimum Lumpsum Investment is 100. Exit load of 1% if redeemed within 365 days..

    Investment Objective

    Aims to provide long term capital appreciation through a portfolio with target allocation of 90 percent in equity.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    ₹100
    Min for First Investment
    ₹100
    Min for Second Investment
    Exit load of 1% if redeemed within 365 days.
    Exit Load

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    About Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    22 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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