Aditya Birla Sun Life India Reforms Direct Fund Growth

Equity
Flexi Cap
High Risk
13.13%
3Y annualised
-1.73% 1D
1M
6M
1Y
3Y
5Y
NAV: 18 May 2018₹20.46
Min. SIP amountNot Supported
Rating3
Fund size₹124.30Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Flexi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns11.1%13.1%17.2%NA
Category average27.8%16.4%19.2%NA
Rank with in categoryNANANANA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
44.6%28.5%4,531.48
4
31.3%25.3%66,225.06
4
31.0%20.6%18,251.58
5
28.6%17.4%82,441.08
4
25.1%16.1%2,354.86

Holdings (25)

NameSectorInstrumentAssets
AutomobileEquity9.36%
Cons DurableEquity9.00%
Maruti Suzuki India Ltd.
AutomobileEquity8.82%
FinancialEquity8.33%
FinancialEquity7.78%
FinancialEquity5.20%
FinancialEquity4.75%
Repco Home Finance Ltd.
FinancialEquity4.51%
Sterlite Technologies Ltd.
CommunicationEquity4.38%
ConstructionEquity3.98%
EnergyEquity3.74%
Mahindra & Mahindra Financial Services Ltd.
FinancialEquity3.70%
ChemicalsEquity3.06%
EnergyEquity2.27%
EnergyEquity2.13%
FinancialEquity2.13%
ConstructionEquity1.53%
Cons DurableEquity1.50%
ConstructionEquity1.36%
ChemicalsEquity1.31%
EngineeringEquity1.30%
GAIL (India) Ltd.
EnergyEquity1.08%
ConstructionEquity0.52%
Orient Refractories Limited
ConstructionEquity0.33%
ServicesPref. Shares0.10%
See All

Expense ratio, exit load and tax

Expense ratio: 1.63%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund house & investment objective

Fund house contact details

Address
One World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Phone
NA
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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