Name: Aditya Birla Sun Life India Reforms Fund Growth
Brand: Aditya Birla Sun Life Mutual Fund

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Aditya Birla Sun Life India Reforms Fund Growth
Equity
Multi Cap
High Risk
12.15%
3Y annualised
-1.75% 1D
1M
6M
1Y
3Y
5Y
 NAV: 18 May 2018₹19.68
Min. SIP amountNA
Rating2
Fund size₹124.30Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Multi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns9.9%12.2%16.3%NA
Category average52.1%14.5%14.5%NA
Rank with in categoryNANANANA
Understand terms
Holdings (24)NameSectorInstrumentAssets
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
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Sep 2018 - Present
2.85%
30 Apr 2018 - 30 Sep 2018
2.86%
31 Mar 2018 - 30 Apr 2018
2.92%
28 Feb 2018 - 31 Mar 2018
2.90%
31 Jan 2018 - 28 Feb 2018
2.83%
31 Dec 2017 - 31 Jan 2018
2.78%
30 Nov 2017 - 31 Dec 2017
2.74%
31 Oct 2017 - 30 Nov 2017
2.72%
Expense ratio, exit load and taxExpense ratio: 2.85%Inclusive of GST
Exit loadExit load of 1% if redeemed within 365 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund house & investment objective
Aditya Birla Sun Life Mutual Fund
Rank (total assets)#4 in India
Total AUM₹2,68,154.71Cr
Date of Incorporation23 Dec 1994
Aditya Birla Sun Life India Reforms Fund Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made ava
Aditya Birla Sun Life India Reforms 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. Satyabrata Mohanty is the Current Fund Manager of Aditya Birla Sun Life India Reforms Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,68,155 Cr and the Latest NAV as of 18 May 2018 is ₹19.68.
The Aditya Birla Sun Life India Reforms Fund Growth is rated High risk. Minimum SIP Investment is set to 1000. Exit load of 1% if redeemed within 365 days....Read more
Investment Objective
The scheme seeks to generate income & capital appreciation by predominantly investing in equity & equity linked instruments of companies that are expe
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.
...Read more
Fund benchmarkNIFTY 500
Scheme Information Document(SID)
Fund house contact details
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
E-mail
[email protected]
Website
NA
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,
Email
[email protected]
Website
www.camsonline.com
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	1Y	3Y	5Y	All
Fund returns	9.9%	12.2%	16.3%	NA
Category average	52.1%	14.5%	14.5%	NA
Rank with in category	NA	NA	NA	NA

Name	Sector	Instrument	Assets
Eicher Motors Ltd.	Automobile	Equity	9.4%
Voltas Ltd.	Cons Durable	Equity	9.0%
Maruti Suzuki India Ltd.	Automobile	Equity	8.8%
Yes Bank Ltd.	Financial	Equity	8.3%
HDFC Bank Ltd.	Financial	Equity	7.8%
L&T Finance Holdings Ltd.	Financial	Equity	5.2%
Indusind Bank Ltd.	Financial	Equity	4.8%
Repco Home Finance Ltd.	Financial	Equity	4.5%
Sterlite Technologies Ltd.	Communication	Equity	4.4%
Ashoka Buildcon Ltd.	Construction	Equity	4.0%

Rating	2
Fund size	₹124.30Cr