Aditya Birla Sun Life Equity Fund Direct Growth+0.76%

4Groww
-9.75%
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%
NAV706.9 (23 Aug 2019)
Fund Started01 Jan 2013
Fund Size10,694 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Equity Fund Direct Growth
-9.8%
7.0%
10.6%
14.9%
Category Average
-9.1%
6.5%
NA
-
Rank within category
25
17
10
-
*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 -9.8% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    4. 3Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity9.7%
    HDFC Bank Ltd.FinancialEquity9.1%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity3.7%
    ITC Ltd.FMCGEquity3.3%
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity3.2%
    Indusind Bank Ltd.FinancialEquity3.2%
    Tata Chemicals Ltd.ChemicalsEquity3.0%
    Bajaj Finance Ltd.FinancialEquity2.9%
    Tata Steel Ltd.MetalsEquity2.9%
    Infosys Ltd.TechnologyEquity2.9%
    See All

    Other Details

    Aditya Birla Sun Life Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. 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 23 Aug 2019 is ₹706.9.

    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 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)

    ₹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 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
    22 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,
    Invest Now
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    + ₹1,000
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    + ₹10,000
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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