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Unrated

Aditya Birla Sun Life Resurgent India Fund - Series 7 - Regular Plan


Equity: Multi Cap

1 Lakh

Investment declined to
₹ 0.89 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 multi-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 multi-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 multi-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 -11.48 -1.56 -0.57 2.21 3.12 14.14 -11.08 -- -- -- --
S&P BSE 500 TRI* 0.05 1.01 0.21 6.47 8.41 29.21 4.21 -- -- -- --
Equity: Multi Cap -1.51 -1.23 0.11 3.81 4.57 19.54 1.77 -- -- -- --
Rank within category 30 28 29 29 21 23 32 -- -- -- --
Number of funds in category 33 33 33 33 33 33 33 13 2 0 0

As on 26-Oct-2020

* As on 27-Oct-2020

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 7 - Regular Plan
Unrated
Apr-18 -11.08 -- -- 1.31 86
Axis Equity Advantage Fund Series 1 - Regular Plan
Unrated
May-17 3.14 6.74 -- 1.29 1,047
Axis Capital Builder Fund Series 4 (1582 Days) - Regular Plan
Unrated
Dec-18 0.62 -- -- 1.31 917
UTI Focussed Equity Fund Series V (1102 Days) - Regular Plan
Unrated
Dec-17 8.01 -- -- 1.28 628
DSP A.C.E.Fund (Analyst's Conviction Equalized) Series 1 - Regular Plan
Unrated
Dec-17 3.12 -- -- 1.34 620

Best & Worst Performance

Best (Period) Worst (Period)
Week 8.68 (26-May-2020 - 02-Jun-2020) -18.44 (16-Mar-2020 - 23-Mar-2020)
Month 17.11 (24-Mar-2020 - 23-Apr-2020) -34.42 (20-Feb-2020 - 23-Mar-2020)
Quarter 27.19 (24-Mar-2020 - 23-Jun-2020) -32.65 (23-Dec-2019 - 23-Mar-2020)
Year 5.05 (19-Feb-2019 - 19-Feb-2020) -37.26 (22-Mar-2019 - 23-Mar-2020)

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Fund -- -- -- -- -- --
S&P BSE 500 TRI* 6.61 21.81 0.07 0.08 -- --
Equity: Multi Cap* 3.03 18.28 -0.10 -0.12 0.76 -3.21
Rank within category -- -- -- -- -- --
Number of funds in category -- -- -- -- -- --

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

As on

* As on 30-Sep-2020

Asset Allocation (%)

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Concentration & Valuation

Number of Stocks 25
Top 10 Stocks (%) 60.15
Top 5 Stocks (%) 35.04
Top 3 Sectors (%) 63.73
Portfolio P/B Ratio 2.03
Portfolio P/E Ratio 18.74

Portfolio Aggregates

Fund Category
Average Mkt Cap (Rs Cr) 25,334 85,500
Giant (%) 14.86 45.65
Large (%) 25.73 20.38
Mid (%) 40.94 22.48
Small (%) 18.47 13.19
Tiny (%) -- 1.57

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
equal Mahindra & Mahindra Automobile -- 7.46 0.00 7.46
new Escorts Automobile 34.50 7.44 0.00 7.44
down Larsen & Toubro Construction 16.46 8.42 0.00 7.17
up Zee Entertainment Services 683.84 6.54 0.00 6.54
equal M&M Financial Services Financial 10.42 7.01 0.00 6.44
new Biocon Healthcare 77.04 5.67 0.00 5.67
equal LIC Housing Fin. Financial 5.76 5.74 0.00 5.28
up Indusind Bank Financial 13.13 4.83 0.00 4.83
equal VIP Industries Chemicals 154.40 4.81 0.00 4.81
down ICICI Bank Financial 27.79 7.88 0.00 4.52
equal L&T Finance Holdings Financial 9.60 4.60 0.00 4.28
down UPL Chemicals 17.13 8.11 0.00 3.80
equal Coromandel International Chemicals 16.58 3.76 0.00 3.56
equal Hero Motocorp Automobile 23.80 6.40 0.00 3.46
new Amber Enterprises Cons Durable 98.75 3.28 0.00 3.28
new Bajaj Finance Financial 46.36 2.87 0.00 2.87
down V-Mart Retail Services -- 4.53 0.00 2.72
equal Indraprastha Gas Energy 27.56 2.71 0.00 2.67
new Voltas Cons Durable 53.65 2.01 0.00 2.01
equal Finolex Industries Chemicals 20.39 3.74 1.90 1.98
equal Whirlpool Cons Durable 82.91 3.87 1.85 1.92
down Ramkrishna Forgings Automobile -- 2.13 0.00 1.52
up Swaraj Engines Automobile 26.83 1.48 0.00 1.48
new Aster DM Healthcare Healthcare 37.16 1.23 0.00 1.23
equal Blue Star Cons Durable 131.90 2.54 1.06 1.09

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-Sep-2020

Fund Manager

— Milind Bafna since 20-Mar-2018

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

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

Funds Managed:

— Satyabrata Mohanty since 20-Mar-2018

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

Experience: He has been part of Birla group since last 17 years. He has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management (Equity & Debt), Trading and Credit Research functions. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Ltd & joined ABG as a management Trainee.

Funds Managed:


1.15%

Change from previous, NAV as on 27-Oct-2020

Growth: ₹ 7.0200

Dividend: ₹ 7.0200


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.

Tenure (Days) 1275
Maturity date 04-Oct-2021

Basic Details

Fund House: Aditya Birla Sun Life Mutual Fund
Launch Date: 06-Apr-2018
Return Since Launch: -13.30%
Benchmark: S&P BSE 500 TRI
Riskometer: Moderately 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

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