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Unrated

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


Equity: Multi Cap

1 Lakh

Investment Grown to
₹ 1.40 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 41.30 0.24 1.31 4.40 9.10 27.06 76.64 11.86 -- -- --
S&P BSE 500 TRI 33.28 0.01 2.47 7.05 12.46 25.76 67.47 19.74 -- -- --
Equity: Multi Cap -- 0.03 1.94 5.76 11.61 25.92 -- -- -- -- --
Rank within category -- 4 10 12 9 2 -- -- -- -- --
Number of funds in category 0 12 12 12 12 12 0 0 0 0 0

As on 27-Sep-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 - Direct Plan
Unrated
Apr-18 76.64 11.86 -- -- 145
Axis Capital Builder Fund Series 4 (1582 Days) - Direct Plan
Unrated
Dec-18 67.52 -- -- -- 1,464
Axis Equity Advantage Fund Series 1 - Direct Plan
Unrated
May-17 44.57 -- -- -- 1,444
Axis Capital Builder Fund Series 1 (1540 Days) - Direct Plan
Unrated
Mar-18 57.05 21.21 -- -- 731

Best & Worst Performance

Best Performance Worst Performance
Return (%) Period Return (%) Period
Week 8.63 26-May-2020 - 02-Jun-2020 -18.35 16-Mar-2020 - 23-Mar-2020
Month 19.64 04-Nov-2020 - 04-Dec-2020 -34.40 20-Feb-2020 - 23-Mar-2020
Quarter 31.16 15-Oct-2020 - 14-Jan-2021 -32.49 23-Dec-2019 - 23-Mar-2020
Year 83.71 23-Mar-2020 - 23-Mar-2021 -36.73 22-Mar-2019 - 23-Mar-2020

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Fund 10.33 24.45 0.26 0.30 1.00 -6.27
S&P BSE 500 TRI 16.64 22.81 0.55 0.63 -- --
Equity: Multi Cap 16.39 21.92 0.59 0.77 0.88 1.26
Rank within category 11 10 11 11 10 11
Number of funds in category 12 12 12 12 12 12

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

As on 31-Aug-2021

Asset Allocation (%)

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Concentration & Valuation

Number of Stocks 26
Top 10 Stocks (%) 46.17
Top 5 Stocks (%) 26.69
Top 3 Sectors (%) 48.41
Portfolio P/B Ratio 2.94
Portfolio P/E Ratio 28.14

Portfolio Aggregates

Fund Category
Average Mkt Cap (Rs Cr) 67,821 1,21,859
Giant (%) 37.89 51.84
Large (%) 13.85 16.51
Mid (%) 34.04 24.80
Small (%) 14.22 11.97
Tiny (%) -- 0.91

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 State Bank of India Financial 15.92 7.05 0.00 6.49
new ICICI Bank Financial 25.29 7.88 0.00 5.32
new HDFC Bank Financial 27.40 5.19 0.00 5.19
down Fortis Healthcare Healthcare -- 5.31 0.00 5.15
new Axis Bank Financial 28.90 4.62 0.00 4.53
new Marico FMCG 61.74 4.61 0.00 4.23
down DLF Construction 69.22 5.53 0.00 4.22
new HDFC Life Insurance Insurance 123.62 3.88 0.00 3.88
down Bharti Airtel Communication 375.38 4.83 0.00 3.73
up Apollo Tyres Automobile 13.90 3.43 0.00 3.43
up Indusind Bank Financial 25.96 4.83 0.00 3.39
up Aditya Birla Fashion and Retail Services -- 3.38 0.00 3.38
new Hindustan Unilever FMCG 77.85 4.65 0.00 3.23
equal Container Corporation Of India Services 60.82 3.51 0.00 3.19
new PVR Services -- 3.11 0.00 3.11
new Bata India FMCG -- 5.95 0.00 3.08
down Cummins India Engineering 33.28 5.87 0.00 2.95
equal NCC Construction 16.37 3.26 0.00 2.65
new Krsnaa Diagnostics Healthcare 13.23 2.57 0.00 2.57
down Anupam Rasayan India Chemicals 113.40 5.41 0.00 2.52
up Shriram Transport Finance Company Financial 15.18 1.96 0.00 1.96
down ABB India Ltd. Engineering 107.47 5.99 0.00 1.92
equal Aurobindo Pharma Healthcare 7.95 4.00 0.00 1.38
equal Godrej Properties Construction -- 1.50 0.00 1.36
equal Multi Commodity Exchange Of India Services 42.01 1.40 0.00 1.30

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-Aug-2021

Fund Manager

— Milind Bafna since 20-Mar-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 20-Mar-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:


0.24%

Change from previous, NAV as on 27-Sep-2021

Growth: ₹ 12.3500

IDCW: ₹ 12.3500


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 04-Oct-2021

Basic Details

Fund House: Aditya Birla Sun Life Mutual Fund
Launch Date: 06-Apr-2018
Return Since Launch: 6.25%
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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