Aditya Birla Sun Life Resurgent India Fund Series 5 Regular Dividend+1.00%

3
5.18%
1 Year Return
Equity
Sectoral/Thematic
3.0star
6M
1Y
All

Fund Details

Aditya Birla Sun Life Resurgent India Fund Series 5 Regular Dividend

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.27%
NAV9.13 (07 Aug 2020)
Fund Started11 Oct 2017
Fund Size236 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Resurgent India Fund Series 5 Regular Dividend
5.2%
NA
NA
-3.2%
Category Average
-10.2%
-1.2%
4.9%
-
Rank within category
24
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 5.2% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity9.5%
    HDFC Bank Ltd.FinancialEquity6.5%
    ICICI Bank Ltd.FinancialEquity6.0%
    Dabur India Ltd.FMCGEquity3.2%
    Whirlpool Of India Ltd.Cons DurableEquity3.1%
    Housing Development Finance Corpn. Ltd.FinancialEquity2.9%
    Bharti Airtel Ltd.CommunicationEquity2.9%
    MRF Ltd.AutomobileEquity2.9%
    Asian Paints Ltd.ChemicalsEquity2.7%
    Tata Consumer Products Ltd.FMCGEquity2.6%
    See All

    Fund Managers

    addJayesh Gandhi
    Education
    Mr. Gandhi is a B.Com (H) from the University of Mumbai, CFA and Master of International Management degree from Thunderbird, USA
    Experience
    Prior to joining Birla Sun Life Mutual Fund he has worked with HDFC Mutual Fund, Morgan Stanley.
    Funds Managed

    Aditya Birla Sun Life Resurgent India Fund Series 5 Regular Dividend Details

    Aditya Birla Sun Life Resurgent India Fund Series 5 Regular Dividend is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 11 Oct 2017. Jayesh Gandhi, Chanchal Khandelwal is the Current Fund Manager of Aditya Birla Sun Life Resurgent India Fund Series 5 Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹236 Cr and the Latest NAV as of 07 Aug 2020 is ₹9.13.

    The Aditya Birla Sun Life Resurgent India Fund Series 5 Regular Dividend is rated Moderately High risk. Minimum SIP Investment is set to 1000.

    Investment Objective

    The investment objective of the scheme is to provide capital appreciation by investing primarily in equity and equity related securities that are likely to benefit from recovery in the Indian economy.The Scheme does not guarantee or indicate any returns. There can be no assurance that the schemes objectives will be achieved.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    Exit Load

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    About Aditya 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
    23 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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