Aditya Birla Sun Life Flexi Cap Fund Direct Plan Growth
- 16.11%
- (-17.78)1251.97
Min amount: ₹100
Calculate Returns
₹0 in a period of 20 years
- Fund Summary
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Fund Summary
| Period | Returns(per year) |
|---|---|
| 10 Years | -- |
| 5 Years | 16.11% |
| 3 Years | 18.08% |
| 1 Year | 59.55% |
| 6 Months | 25.06% |
| Fund Details | |
|---|---|
| ISIN | INF209K01XX1 |
| Risk | Very High Risk |
| Fund Type | Flexi Cap |
| NAV | 1251.97 |
| Exit Load | 1% for 365 Days |
More about this fund
| Top Holdings | Weightage |
|---|---|
| ICICI Bank Ltd | 9.29% |
| Infosys Ltd | 8.27% |
| HDFC Bank Ltd | 6.92% |
| Dr Reddy's Laboratories Ltd | 5.26% |
| Bharti Airtel Ltd | 5.2% |
| HCL Technologies Ltd | 4.09% |
| Clearing Corporation Of India Limited | 3.05% |
| Sun Pharmaceuticals Industries Ltd | 3.01% |
| Bajaj Finance Ltd | 2.85% |
| Tata Steel Ltd | 2.41% |
About Aditya Birla Sun Life Equity Fund - Direct Plan - Growth
Aditya Birla Sun Life Equity Fund was launched on 1 January 2013. As the name suggests, this fund mostly invests in equity and equity-linked securities across all sectors and markets capitalisations.
Pros and Cons of Aditya Birla Sun Life Equity Fund - Direct Plan - Growth
Investing in this fund is an excellent way of getting exposure to a diversified portfolio containing stocks of all sectors and market capitalisations. This fund invests up to 10% of its portfolio in debt securities. Risk-averse investors should be mindful of the risks that come attached to this fund as the fund is exposed to market volatility.
Fund Information and Statistics
i) Inception/Launch Date
Aditya Birla Sun Life Equity Fund - Direct Plan - Growth was launched on 1 January 2013.
ii) Risk Level
Aditya Birla Sun Life Tax Plan is grouped under the ‘moderately high risk’ class of mutual funds since invests mostly in equities. However, this fund carries a lower risk than small-cap and sectoral/thematic funds.
iii) Redemption
Since Aditya Birla Sun Life Tax Plan is an open-ended mutual fund plan, you can redeem your fund units at any time.
iv) Fund Manager
Mr Anil Shah is the current fund manager of Aditya Birla Sun Life Tax Plan.
v) Entry/Exit Load
There is no entry in accordance with the norms of the Securities and Exchange Board of India (SEBI). An exit load of 1% would be payable on redeeming units within one year from the date of allotment.
About Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Mutual Fund is a leading mutual fund house in the country with total assets under management (AUM) touching Rs 2.14 lakh crore as of June 2020. It started offering mutual funds in December 1994 when it registered with the Securities and Exchange Board of India (SEBI). Aditya Birla Capital Limited and Sun Life (India) AMC are the sponsors while Aditya Birla Sun Life Trustee Private Limited is the trustee of Aditya Birla Sun Life Mutual Fund.
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Min amount: ₹100
Calculate Returns
₹0 in a period of 20 years
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns