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Aditya Birla Sun Life India Reforms Direct Fund Growth-1.73%

11.14%
1 Year Return
Equity
Sectoral/Thematic
3.0star
6M
1Y
3Y
5Y

Fund Details

Aditya Birla Sun Life India Reforms Direct Fund Growth

RiskHigh
Min SIP AmountNot Supported
Expense Ratio1.63%
NAV₹20.46 (18 May 2018)
Fund Started01 Jan 2013
Fund Size124 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
11.1%
13.1%
17.2%
14.2%
Category Average
18.5%
7.2%
14.3%
-
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 11.1% 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 - 1.63%

Top Holdings

NameSectorInstrument% Assets
Eicher Motors Ltd.AutomobileEquity9.4%
Voltas Ltd.Cons DurableEquity9.0%
Maruti Suzuki India Ltd.AutomobileEquity8.8%
Yes Bank Ltd.FinancialEquity8.3%
HDFC Bank Ltd.FinancialEquity7.8%
L&T Finance Holdings Ltd.FinancialEquity5.2%
Indusind Bank Ltd.FinancialEquity4.8%
Repco Home Finance Ltd.FinancialEquity4.5%
Sterlite Technologies Ltd.CommunicationEquity4.4%
Ashoka Buildcon Ltd.ConstructionEquity4.0%
See All

Fund Managers

Aditya Birla Sun Life India Reforms Direct Fund Growth Details

Aditya Birla Sun Life India Reforms 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. Satyabrata Mohanty is the Current Fund Manager of Aditya Birla Sun Life India Reforms Direct Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹124 Cr and the Latest NAV as of 18 May 2018 is ₹20.46.

The Aditya Birla Sun Life India Reforms 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 generate income & capital appreciation by predominantly investing in equity & equity linked instruments of companies that are expected to benefit from the economic reforms, PSU divestment and increased government spending. The scheme will invest across sectors without any market cap or sectorial bias.

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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