Aditya Birla Sun Life India Opportunities Fund Growth

Equity

Flexi Cap

High Risk

+14.70%

3Y annualised

-0.65% 1D

NAV: 01 Jun '18

₹163.49

Min. SIP amount

Not Supported

Fund size

₹144.16 Cr

Expense ratio

2.91%

Holdings (35)

Name	Sector	Instruments	Assets
Infosys Ltd.	Technology	Equity	7.84%
Honeywell Automation India Ltd.	Engineering	Equity	6.37%
Sterlite Technologies Ltd.	Communication	Equity	5.53%
Birlasoft Ltd.	Technology	Equity	5.41%
Tech Mahindra Ltd.	Technology	Equity	5.26%
Majesco Ltd.	Technology	Equity	4.81%
Sanofi India Ltd.	Healthcare	Equity	4.58%
HCL Technologies Ltd.	Technology	Equity	4.51%
Wabco India Ltd.	Automobile	Equity	4.24%
Persistent Systems Ltd.	Technology	Equity	4.22%
Larsen & Toubro Infotech Ltd.	Technology	Equity	4.10%
Sonata Software Ltd.	Technology	Equity	3.75%
Aurobindo Pharma Ltd.	Healthcare	Equity	3.69%
Bajaj Auto Ltd	Automobile	Equity	3.09%
Dr. Reddy's Laboratories Ltd.	Healthcare	Equity	2.98%
Sun Pharmaceutical Inds. Ltd.	Healthcare	Equity	2.90%
Reliance Industries Ltd.	Energy	Equity	2.72%
Lupin Ltd.	Healthcare	Equity	2.59%
Cyient Limited	Technology	Equity	2.39%
AIA Engineering Ltd.	Metals	Equity	2.26%
Cummins India Ltd.	Engineering	Equity	2.21%
Hindustan Zinc Ltd.	Metals	Equity	1.97%
UPL Ltd.	Chemicals	Equity	1.91%
Arvind Ltd.	Textiles	Equity	1.73%
Bharat Forge Ltd.	Automobile	Equity	1.62%
Crisil Ltd.	Financial	Equity	1.52%
Hindalco Industries Ltd.	Metals	Equity	1.48%
Vedanta Ltd.	Metals	Equity	1.40%
Torrent Pharmaceuticals Ltd.	Healthcare	Equity	1.11%
KPR Mills Ltd.	Textiles	Equity	1.06%
Magnasound India Ltd	Services	Equity	NA
Sree Rama Polymers Ltd.	Chemicals	Equity	NA
Jainpur Straw Board & Papers	FMCG	Equity	NA
Oriqua Ltd.	FMCG	Equity	NA
Brillio Technologies Pvt Ltd.	Financial	Equity	NA

See All

Minimum investments

Min. for 1st investment

Not Supported

Min. for 2nd investment

Not Supported

Min. for SIP

Not Supported

Returns and rankings

Annualised returns

Absolute returns

Name	3Y	5Y	10Y	All
Fund returns	+14.7%	+26.8%	+13.1%	--
Category average (Equity Flexi Cap)	+16.0%	+15.6%	+13.5%	--
Rank (Equity Flexi Cap)	--	--	--	--

Exit load, stamp duty and tax

Exit load

Exit load of 1% if redeemed within 365 days

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Check past data

Compare similar funds

	Name	1Y	3Y	Fund Size(Cr)
	Parag Parikh Flexi Cap Fund Growth	+7.52%	+21.71%	1,33,308.62
	HDFC Flexi Cap Fund Growth	+12.11%	+21.23%	96,294.99
	Invesco India Flexi Cap Fund Growth	+0.16%	+20.71%	4,723.38
	HSBC Flexi Cap Fund Growth	+2.34%	+18.99%	5,227.12
	Franklin India Flexi Cap Fund Growth	+4.16%	+17.64%	20,021.75
Compare

About Aditya Birla Sun Life India Opportunities Fund Growth

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 23 Dec 1994. The fund currently has an Asset Under Management(AUM) of ₹4,47,582 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 ₹1,000. 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.

Fund benchmarkNIFTY 500 Index

Scheme Information Document(SID)