Aditya Birla Sun Life Equity Fund Growth+0.78%

4Groww
9.37%
1 Year Return
Equity
Multi Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Equity Fund Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.91%
NAV752.26 (20 Nov 2019)
Fund Started27 Aug 1998
Fund Size11,594 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Equity Fund Growth
9.4%
11.3%
10.5%
22.6%
Category Average
-2.1%
5.9%
5.1%
-
Rank within category
29
19
9
-
*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
    0
    with 9.4% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. Lower expense ratio
    4. 1Y 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
    2. Risk-adjusted returns are lower compared to the category
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark
    5. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity10.1%
    HDFC Bank Ltd.FinancialEquity9.4%
    Infosys Ltd.TechnologyEquity4.2%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity3.9%
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity3.4%
    Larsen & Toubro Ltd.ConstructionEquity3.2%
    Bajaj Finance Ltd.FinancialEquity3.1%
    Tata Chemicals Ltd.ChemicalsEquity3.1%
    ITC Ltd.FMCGEquity2.9%
    State Bank of IndiaFinancialEquity2.8%
    See All

    Other Details

    Aditya Birla Sun Life Equity Fund Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was introduced to investors on 27 Aug 1998. Anil Shah is the Current Fund Manager of Aditya Birla Sun Life Equity Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹11,594 Cr and the Latest NAV as of 20 Nov 2019 is ₹752.26.

    The Aditya Birla Sun Life Equity Fund 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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