Aditya Birla Sun Life Emerging Leaders Fund Series 4 Direct Growth

Aditya Birla Sun Life Emerging Leaders Fund Series 4 Direct Growth

Equity
Diversified
Moderately High Risk
-0.48%
3Y annualised
+0.07% 1D
1M
6M
1Y
3Y
All
NAV: 05 Aug '19
₹13.84
Min. SIP amount
Not Supported
Fund size
₹12.20 Cr
Expense ratio
0.00%

Holdings (16)

NameSectorInstrumentsAssets
Gujarat Alkalies & Chemicals Ltd.ChemicalsEquity8.00%
MRF Ltd.AutomobileEquity6.54%
Thomas Cook (India) Ltd.ServicesEquity5.31%
KPR Mills Ltd.TextilesEquity4.76%
Dabur India Ltd.FMCGEquity4.62%
Quess Corp Ltd.FinancialEquity4.45%
Hindustan Unilever Ltd.FMCGEquity4.13%
Jamna Auto Inds. Ltd.AutomobileEquity3.78%
Chennai Petroleum Corpn. Ltd.EnergyEquity2.88%
ICICI Bank Ltd.FinancialEquity2.69%
Gujarat State Petronet Ltd.EnergyEquity2.57%
State Bank of IndiaFinancialEquity2.50%
CG Power & Industrial Solutions Ltd.EngineeringEquity2.20%
Asian Paints Ltd.ChemicalsEquity2.09%
Sadbhav Engineering Ltd.ConstructionEquity2.08%
Grasim Industries Ltd.ConstructionEquity1.06%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns-1.1%-15.7%-0.5%+6.7%
Category average (Equity Diversified)+31.9%+66.0%+9.5%--
Rank (Equity Diversified)--398--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

About Aditya Birla Sun Life Emerging Leaders Fund Series 4 Direct Growth

Aditya Birla Sun Life Emerging Leaders Fund Series 4 Direct Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. The fund currently has an Asset Under Management(AUM) of ₹4,47,582 Cr and the Latest NAV as of 05 Aug 2019 is ₹13.84. The Aditya Birla Sun Life Emerging Leaders Fund Series 4 Direct Growth is rated Moderately High risk. ;

Investment Objective

The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities of Small & Mid Cap companies.
Fund benchmarkBSE Mid Cap Total Return Index

Fund house

Rank (total assets)#4 in India
Total AUM₹4,47,581.93 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
CustodianNA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,