Aditya Birla Sun Life India Reforms Direct Fund Growth

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 '18
₹20.46
Min. SIP amount
Not Supported
Fund size
₹124.30 Cr
Expense ratio
1.63%

Holdings (25)

NameSectorInstrumentsAssets
Eicher Motors Ltd.AutomobileEquity9.36%
Voltas Ltd.Cons DurableEquity9.00%
Maruti Suzuki India Ltd.AutomobileEquity8.82%
Yes Bank Ltd.FinancialEquity8.33%
HDFC Bank Ltd.FinancialEquity7.78%
L&T Finance Holdings Ltd.FinancialEquity5.20%
Indusind Bank Ltd.FinancialEquity4.75%
Repco Home Finance Ltd.FinancialEquity4.51%
Sterlite Technologies Ltd.CommunicationEquity4.38%
Ashoka Buildcon Ltd.ConstructionEquity3.98%
Indraprastha Gas Ltd.EnergyEquity3.74%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity3.70%
Tata Chemicals Ltd.ChemicalsEquity3.06%
Petronet LNG Ltd.EnergyEquity2.27%
Hindustan Petroleum Corpn. Ltd.EnergyEquity2.13%
ICICI Bank Ltd.FinancialEquity2.13%
Sadbhav Engineering Ltd.ConstructionEquity1.53%
Blue Star Ltd.Cons DurableEquity1.50%
Shree Cement Ltd.ConstructionEquity1.36%
UPL Ltd.ChemicalsEquity1.31%
Bharat Electronics Ltd.EngineeringEquity1.30%
GAIL (India) Ltd.EnergyEquity1.08%
IFGL Refractories Ltd.ConstructionEquity0.52%
Orient Refractories LimitedConstructionEquity0.33%
Zee Entertainment Enterprises Ltd.ServicesPref. Shares0.10%
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
Name1Y3Y5YAll
Fund returns+11.1%+13.1%+17.2%--
Category average (Equity Flexi Cap)+2.2%+16.0%+15.6%--
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

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About Aditya Birla Sun Life India Reforms Direct Fund Growth

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 23 Dec 1994. The fund currently has an Asset Under Management(AUM) of ₹4,30,736 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 ₹1,000. 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.;
Fund benchmarkNIFTY 500 Index

Fund house

Rank (total assets)#4 in India
Total AUM₹4,30,735.61 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
CustodianNA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,