Fund Details
Aditya Birla Sun Life Resurgent India Fund Series 5 Regular Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.31% |
| NAV | ₹12.10 (05 Apr 2021) |
|---|---|
| Fund Started | 11 Oct 2017 |
| Fund Size | ₹331 Cr |
Returns
Comparison
1. 3Y Returns are higher than the category average returns
2. Exit load is zero
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 9.5% |
| HDFC Bank Ltd. | Financial | Equity | 4.6% |
| Reliance Industries Ltd. | Energy | Equity | 3.9% |
| Motherson Sumi Systems Ltd. | Automobile | Equity | 3.3% |
| Axis Bank Ltd. | Financial | Equity | 3.2% |
| Tata Consumer Products Ltd. | FMCG | Equity | 3.1% |
| Bharti Airtel Ltd. | Communication | Equity | 2.4% |
| Ashok Leyland Ltd. | Automobile | Equity | 1.7% |
| ACC Ltd. | Construction | Equity | 1.7% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.7% |
Fund Managers
Aditya Birla Sun Life Resurgent India Fund Series 5 Regular Growth Details
Aditya Birla Sun Life Resurgent India Fund Series 5 Regular Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹331 Cr and the Latest NAV as of 05 Apr 2021 is ₹12.10.
The Aditya Birla Sun Life Resurgent India Fund Series 5 Regular Growth is rated Very High risk. Minimum SIP Investment is set to 1000.
Investment Objective
The scheme seeks to provide capital appreciation by investing primarily in equity and equity related securities that are likely to benefit from recovery in the Indian economy.
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.
