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Unrated

Aditya Birla Sun Life Resurgent India Fund - Series 6 - Regular Plan


Equity: Multi Cap

1 Lakh

Investment declined to
₹ 0.93 Lakh

Suitability:

When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.

Taxability of earnings:

Capital gains

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividends

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

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(₹)
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Trailing Returns (%)

YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund 18.07 1.87 0.31 7.81 6.41 31.37 59.72 -2.24 -- -- --
S&P BSE 500 TRI 10.60 1.61 0.04 3.09 0.91 21.24 70.93 12.37 -- -- --
Equity: Multi Cap -- 1.38 0.01 3.99 1.73 -- -- -- -- -- --
Rank within category -- 5 7 4 2 -- -- -- -- -- --
Number of funds in category 0 19 19 19 19 0 0 0 0 0 0

As on 17-May-2021

Peer Comparison

Fund name Rating Launch Date 1-Year Return 3-Year Return 5-Year Return Expense Ratio Assets (Cr)
Aditya Birla Sun Life Resurgent India Fund - Series 6 - Regular Plan
Unrated
Mar-18 59.72 -2.24 -- 1.36 590
Axis Equity Advantage Fund Series 1 - Regular Plan
Unrated
May-17 34.26 10.37 -- 1.31 1,265
Axis Capital Builder Fund Series 4 (1582 Days) - Regular Plan
Unrated
Dec-18 57.98 -- -- 1.31 1,208
Axis Capital Builder Fund Series 1 (1540 Days) - Regular Plan
Unrated
Mar-18 58.45 11.58 -- 1.32 612
Kotak India Growth Fund Series 5 - Regular Plan
Unrated
May-18 83.35 -- -- 1.44 544

Best & Worst Performance

Best Performance Worst Performance
Return (%) Period Return (%) Period
Week 10.35 03-Apr-2020 - 13-Apr-2020 -20.09 16-Mar-2020 - 23-Mar-2020
Month 19.92 24-Mar-2020 - 23-Apr-2020 -37.85 20-Feb-2020 - 23-Mar-2020
Quarter 32.03 24-Mar-2020 - 23-Jun-2020 -36.77 23-Dec-2019 - 23-Mar-2020
Year 79.57 23-Mar-2020 - 23-Mar-2021 -43.06 22-Mar-2019 - 23-Mar-2020

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Fund -1.30 26.15 -0.22 -0.25 1.11 -15.14
S&P BSE 500 TRI 12.90 22.64 0.38 0.43 -- --
Equity: Multi Cap 9.54 21.49 0.27 0.39 0.84 -1.97
Rank within category 14 13 14 14 13 14
Number of funds in category 14 14 14 14 14 14

The Risk Measures have been calculated using calendar month returns for the last three years.

As on 30-Apr-2021

Asset Allocation (%)

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Concentration & Valuation

Number of Stocks 41
Top 10 Stocks (%) 40.54
Top 5 Stocks (%) 22.26
Top 3 Sectors (%) 53.42
Portfolio P/B Ratio 1.72
Portfolio P/E Ratio 21.97

Portfolio Aggregates

Fund Category
Average Mkt Cap (Rs Cr) 23,384 1,03,377
Giant (%) 13.13 45.57
Large (%) 22.45 19.55
Mid (%) 41.24 23.78
Small (%) 23.18 12.26
Tiny (%) -- 0.82

Value Research Fund Style

Sector Allocation vis-à-vis Category

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Top Holdings

Company Sector P/E 3Y High 3Y Low % Assets
new Aurobindo Pharma Healthcare 10.91 5.07 0.00 5.07
equal Cummins India Engineering 35.07 4.99 0.00 4.44
equal Nath Bio Genes (India) FMCG 14.67 5.75 1.24 4.42
new National Aluminium Metals 30.55 4.31 0.00 4.31
up Federal Bank Financial 10.25 4.03 0.00 4.03
new Bandhan Bank Financial 20.77 7.23 0.00 3.86
new Bajaj Finance Financial 74.08 3.85 0.00 3.85
equal Canara Bank Financial -- 4.28 0.00 3.63
equal LIC Housing Fin. Financial 7.97 5.15 0.00 3.47
equal Strides Pharma Science Healthcare 387.40 4.71 0.00 3.46
equal Siemens Engineering 76.57 3.39 0.00 3.31
equal L&T Finance Holdings Financial 22.51 4.91 0.00 3.20
equal Laxmi Organic Industries Chemicals 81.93 2.98 0.00 2.98
equal Mahanagar Gas Energy 19.07 3.07 0.00 2.86
equal Axis Bank Financial 30.21 2.89 0.00 2.74
equal State Bank of India Financial 14.76 5.08 0.00 2.72
new SAIL Metals 16.21 2.68 0.00 2.68
up Container Corp. Services 43.70 2.07 0.00 2.07
equal Fortis Healthcare Healthcare -- 2.53 0.00 2.04
down BPCL Energy 23.96 3.67 0.00 1.93
equal Anupam Rasayan India Chemicals 142.47 1.91 0.00 1.91
equal Torrent Power Energy 33.24 2.08 0.00 1.89
equal Motherson Sumi Systems Automobile 148.99 2.72 0.00 1.88
equal ICICI Bank Financial 23.47 4.69 0.00 1.81
equal Indraprastha Gas Energy 33.04 2.04 0.00 1.54

up down equal Indicates an increase or decrease or no change in holding since last portfolio
new Indicates a new holding since last portfolio

As on 30-Apr-2021

Fund Manager

— Milind Bafna since 21-Feb-2018

Education: Mr. Bafna is a B.E. (Chemical).

Experience: Prior to joining Aditya Birla Sun Life AMC he has worked with Motilal Oswal Financial Services and Reliance Industries Ltd.

Funds Managed:

— Satyabrata Mohanty since 21-Feb-2018

Education: Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA.

Experience: Prior to joining ABSLAMC, he worked with Aditya Birla Management Corporation Ltd.

Funds Managed:


1.87%

Change from previous, NAV as on 17-May-2021

Growth: ₹ 9.8000

IDCW: ₹ 9.8000


Investment Strategy

The scheme seeks to provide capital appreciation by investing primarily in equity and equity related securities that are likely to benefit from recovery in the Indian economy.

Investment Details

Tenure (Days) 1275
Maturity date 06-Sep-2021

Basic Details

Fund House: Aditya Birla Sun Life Mutual Fund
Launch Date: 12-Mar-2018
Return Since Launch: -0.63%
Benchmark: S&P BSE 500 TRI
Riskometer: Very High
Type: Closed-end

Contact Information

AMC: Aditya Birla Sun Life AMC Ltd.

Address: One India Bulls Center - Tower 1, 17th Floor - Jupiter Mills Compound, 841 Senapati Bhawan, Elphinstone Road, Mumbai - 400013

Phone: 022-43568000 / 1800-270-7000 / 1800-22-7000

Fax: 022-43568110

Website: http://mutualfund.adityabirlacapital.com

Registrar & Transfer Agent: Computer Age Management Services Ltd.

Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002

Phone: 1800-3010-6767 / 1800-419-7676

Fax: 044-30407101

Email: [email protected]

Website: www.camsonline.com

Last Session

Investors' Hangout

With the resurgence of COVID-19, what should investors do?

DateFriday, 07-May-2021
Time12:30 PM - 01:00 PM

Registration Over