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Aditya Birla Sun Life India Reforms Fund Growth-1.75%

9.88%
1 Year Return
Equity
Multi Cap
2.0star
6M
1Y
3Y
5Y

Fund Details

Aditya Birla Sun Life India Reforms Fund Growth

RiskHigh
Min SIP AmountNot Supported
Expense Ratio2.85%
NAV₹19.68 (18 May 2018)
Fund Started25 Jun 2010
Fund Size124 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
9.9%
12.2%
16.3%
8.7%
Category Average
52.1%
14.5%
14.5%
-
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 9.9% returns per annum

Comparison

Data not available
Pros
1. 5Y Returns are higher than the category average returns
2. Age is more than 10 years
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.84867529%
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns

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 Fund Growth Details

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 25 Jun 2010. 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 ₹124 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.

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
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,
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