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Aditya Birla Sun Life India Opportunities Direct Fund Growth-0.66%

32.57%
1 Year Return
Equity
Sectoral/Thematic
5.0star
6M
1Y
3Y
5Y

Fund Details

Aditya Birla Sun Life India Opportunities Direct Fund Growth

RiskHigh
Min SIP AmountNot Supported
Expense Ratio1.83%
NAV₹169.48 (01 Jun 2018)
Fund Started01 Jan 2013
Fund Size144 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
32.6%
15.6%
27.7%
23.8%
Category Average
17.2%
6.4%
13.5%
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 32.6% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 1.83%

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity7.8%
Honeywell Automation India Ltd.EngineeringEquity6.4%
Sterlite Technologies Ltd.CommunicationEquity5.5%
Birlasoft Ltd.TechnologyEquity5.4%
Tech Mahindra Ltd.TechnologyEquity5.3%
Majesco Ltd.TechnologyEquity4.8%
Sanofi India Ltd.HealthcareEquity4.6%
HCL Technologies Ltd.TechnologyEquity4.5%
Wabco India Ltd.AutomobileEquity4.2%
Persistent Systems Ltd.TechnologyEquity4.2%
See All

Fund Managers

Aditya Birla Sun Life India Opportunities Direct Fund Growth Details

Aditya Birla Sun Life India Opportunities Direct Fund Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Kunal Sangoi is the Current Fund Manager of Aditya Birla Sun Life India Opportunities Direct Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹144 Cr and the Latest NAV as of 01 Jun 2018 is ₹169.48.

The Aditya Birla Sun Life India Opportunities Direct Fund Growth is rated High risk. Minimum SIP Investment is set to 1000. Exit load of 1% if redeemed within 365 days

Investment Objective

The scheme seeks to achieve superior long-term growth of capital through an equity portfolio, which focuses on emerging opportunities in the field of global outsourcing. This would include sectors such as IT, telecom, pharmaceuticals, biotechnology, auto ancillaries and textiles.

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