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Unrated

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


Equity: Multi Cap

1 Lakh

Investment Grown to
₹ 1.08 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 3.64 -1.12 -2.11 9.43 26.00 30.47 7.69 -- -- -- --
S&P BSE 500 TRI 4.39 -0.52 -0.43 9.82 23.53 33.30 22.11 -- -- -- --
Equity: Multi Cap 3.99 -0.67 -1.06 9.32 22.96 29.46 19.40 -- -- -- --
Rank within category 21 22 25 14 6 12 25 -- -- -- --
Number of funds in category 28 28 28 28 28 28 28 14 2 0 0

As on 21-Jan-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 7 - Regular Plan
Unrated
Apr-18 7.69 -- -- 1.31 105
Axis Equity Advantage Fund Series 1 - Regular Plan
Unrated
May-17 15.59 10.24 -- 1.29 1,242
Axis Capital Builder Fund Series 4 (1582 Days) - Regular Plan
Unrated
Dec-18 18.58 -- -- 1.31 1,147
ICICI Prudential Value Fund - Series 15
Unrated
Jul-17 15.24 5.30 -- 1.36 695
ICICI Prudential Value Fund - Series 16
Unrated
Aug-17 6.61 3.66 -- 1.38 665

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 19.60 (04-Nov-2020 - 04-Dec-2020) -34.42 (20-Feb-2020 - 23-Mar-2020)
Quarter 30.96 (15-Oct-2020 - 14-Jan-2021) -32.65 (23-Dec-2019 - 23-Mar-2020)
Year 14.36 (08-Jan-2020 - 07-Jan-2021) -37.26 (22-Mar-2019 - 23-Mar-2020)

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Fund -- -- -- -- -- --
S&P BSE 500 TRI* 10.60 22.83 0.26 0.30 -- --
Equity: Multi Cap* 6.52 19.35 0.12 0.16 0.74 -2.58
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 31-Dec-2020

Asset Allocation (%)

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Concentration & Valuation

Number of Stocks 31
Top 10 Stocks (%) 49.44
Top 5 Stocks (%) 30.53
Top 3 Sectors (%) 57.86
Portfolio P/B Ratio 2.00
Portfolio P/E Ratio 21.41

Portfolio Aggregates

Fund Category
Average Mkt Cap (Rs Cr) 21,769 1,08,571
Giant (%) 3.10 47.15
Large (%) 31.54 19.38
Mid (%) 33.58 23.00
Small (%) 31.78 11.15
Tiny (%) -- 0.83

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 Bandhan Bank Financial 20.21 7.97 0.00 7.97
new BPCL Energy 20.95 7.43 0.00 7.43
up M&M Financial Services Financial 15.03 7.01 0.00 6.84
equal Strides Pharma Science Healthcare 105.80 4.17 0.00 4.17
down Biocon Healthcare 82.24 5.67 0.00 4.13
up Dr. Reddy's Lab Healthcare 52.21 4.01 0.00 4.01
new Century Textiles & Inds. Diversified 71.70 3.88 0.00 3.88
equal Tata Consumer Products FMCG 87.25 3.84 0.00 3.84
down Escorts Automobile 28.79 7.44 0.00 3.71
equal Aster DM Healthcare Healthcare 36.72 3.68 0.00 3.47
new Indian Energy Exchange Financial 41.48 3.07 0.00 3.07
new Canara Bank Financial -- 2.96 0.00 2.96
new Indian Railway Catering & Tourism Corpn. Services 53.89 2.84 0.00 2.84
equal LIC Housing Fin. Financial 8.03 5.74 0.00 2.83
new Indoco Remedies Healthcare 51.69 2.71 0.00 2.71
new Tata Power Energy 24.84 2.50 0.00 2.50
new Balrampur Chini Mills FMCG 7.20 2.45 0.00 2.45
down Bosch Automobile 543.78 2.88 0.00 2.42
new Bharat Forge Automobile -- 2.37 0.00 2.37
new Finolex Cables Engineering 19.06 2.22 0.00 2.22
down VIP Industries Chemicals -- 4.81 0.00 1.99
down INOX Leisure Services -- 2.64 0.00 1.98
down Voltas Cons Durable 78.03 3.01 0.00 1.95
new GNFC Chemicals 6.79 3.90 0.00 1.79
new Aurobindo Pharma Healthcare 16.83 1.69 0.00 1.69

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 31-Dec-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:


-1.12%

Change from previous, NAV as on 21-Jan-2021

Growth: ₹ 8.8200

Dividend: ₹ 8.8200


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: -4.39%
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

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