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%
NAV20.46 (18 May 2018)
Fund Started01 Jan 2013
Fund Size124 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life India Reforms Direct Fund Growth
11.1%
13.1%
17.2%
NA
Category Average
-1.5%
1.5%
7.3%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 11.1% annual returns

    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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