Aditya Birla Sun Life Flexi Cap Fund Direct Plan Growth - Regular - Latest NAV [ ₹1251.97 ], Returns, Performance, Portfolio & Returns 2021

Aditya Birla Sun Life Flexi Cap Fund Direct Plan Growth

  • highlight
    16.11%
  • highlight
    (-17.78)1251.97

Min amount: ₹100

Calculate Returns

20 yrs
₹100 invested monthly becomes
0 in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years16.11%
3 Years18.08%
1 Year59.55%
6 Months25.06%
Fund Details
ISININF209K01XX1
RiskVery High Risk
Fund TypeFlexi Cap
NAV1251.97
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
ICICI Bank Ltd9.29%
Infosys Ltd8.27%
HDFC Bank Ltd6.92%
Dr Reddy's Laboratories Ltd5.26%
Bharti Airtel Ltd5.2%
HCL Technologies Ltd4.09%
Clearing Corporation Of India Limited3.05%
Sun Pharmaceuticals Industries Ltd3.01%
Bajaj Finance Ltd2.85%
Tata Steel Ltd2.41%

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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Frequently Asked Questions

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Min amount: ₹100

Calculate Returns

20 yrs
₹100 invested monthly becomes
0 in a period of 20 years
Very High Risk

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