Fund Details
Aditya Birla Sun Life India Opportunities Fund Growth
| Risk | High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 2.91% |
| NAV | ₹163.49 (01 Jun 2018) |
|---|---|
| Fund Started | 27 Dec 1999 |
| Fund Size | ₹144 Cr |
Returns
Comparison
1. Age is more than 10 years
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
4. 10Y Returns are higher than the category average returns
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.91308334%
3. 1Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 7.8% |
| Honeywell Automation India Ltd. | Engineering | Equity | 6.4% |
| Sterlite Technologies Ltd. | Communication | Equity | 5.5% |
| Birlasoft Ltd. | Technology | Equity | 5.4% |
| Tech Mahindra Ltd. | Technology | Equity | 5.3% |
| Majesco Ltd. | Technology | Equity | 4.8% |
| Sanofi India Ltd. | Healthcare | Equity | 4.6% |
| HCL Technologies Ltd. | Technology | Equity | 4.5% |
| Wabco India Ltd. | Automobile | Equity | 4.2% |
| Persistent Systems Ltd. | Technology | Equity | 4.2% |
Fund Managers
Aditya Birla Sun Life India Opportunities Fund Growth Details
Aditya Birla Sun Life India Opportunities Fund Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 27 Dec 1999. Kunal Sangoi is the Current Fund Manager of Aditya Birla Sun Life India Opportunities 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 ₹163.49.
The Aditya Birla Sun Life India Opportunities 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.
