1 Lakh
Investment Grown to₹ 10000
Monthly SIP Grown toSuitability:
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
Dividends
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YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
---|---|---|---|---|---|---|---|---|---|---|---|
Fund | 1.39 | -1.51 | -0.16 | 6.06 | 16.82 | 22.83 | 15.09 | -- | -- | -- | -- |
S&P BSE 500 TRI | 3.00 | -1.33 | -0.64 | 7.17 | 21.97 | 31.84 | 20.97 | -- | -- | -- | -- |
Equity: Multi Cap | 2.75 | -1.21 | -1.03 | 6.85 | 20.68 | 28.73 | 17.16 | -- | -- | -- | -- |
Rank within category | 57 | 56 | 6 | 52 | 57 | 59 | 40 | -- | -- | -- | -- |
Number of funds in category | 64 | 65 | 65 | 64 | 63 | 61 | 59 | 43 | 39 | 33 | 30 |
As on 22-Jan-2021
Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Bal Bhavishya Yojna - Regular Plan | Invest Online | Feb-19 | 15.09 | -- | -- | 2.69 | 366 | |
Kotak Standard Multicap Fund Regular Plan | Invest Online | Sep-09 | 14.31 | 8.06 | 15.19 | 1.59 | 33,462 | |
UTI Equity Fund - Regular Plan | Invest Online | May-92 | 32.48 | 14.77 | 17.10 | 2.05 | 14,861 | |
Axis Focused 25 Fund | Jun-12 | 22.03 | 11.41 | 18.33 | 1.83 | 14,358 | |
SBI Focused Equity Fund | Invest Online | Oct-04 | 13.44 | 8.39 | 15.63 | 2.01 | 12,761 |
Best (Period) | Worst (Period) | |
---|---|---|
Week | 11.04 (24-Mar-2020 - 31-Mar-2020) | -18.63 (16-Mar-2020 - 23-Mar-2020) |
Month | 20.19 (23-Mar-2020 - 22-Apr-2020) | -32.73 (20-Feb-2020 - 23-Mar-2020) |
Quarter | 32.66 (23-Mar-2020 - 22-Jun-2020) | -31.48 (23-Dec-2019 - 23-Mar-2020) |
Year | 16.90 (08-Jan-2020 - 07-Jan-2021) | -29.24 (22-Mar-2019 - 23-Mar-2020) |
Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
---|---|---|---|---|---|---|
Fund | -- | -- | -- | -- | -- | -- |
S&P BSE 500 TRI* | 10.60 | 22.83 | 0.26 | 0.30 | -- | -- |
Equity: Multi Cap* | 8.58 | 22.29 | 0.18 | 0.20 | 0.95 | -1.70 |
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
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Number of Stocks | 40 |
Top 10 Stocks (%) | 56.88 |
Top 5 Stocks (%) | 37.43 |
Top 3 Sectors (%) | 58.92 |
Portfolio P/B Ratio | 4.51 |
Portfolio P/E Ratio | 39.28 |
Fund | Category | |
---|---|---|
Average Mkt Cap (Rs Cr) | 68,197 | 1,14,363 |
Giant (%) | 38.95 | 51.19 |
Large (%) | 5.61 | 15.31 |
Mid (%) | 45.28 | 24.27 |
Small (%) | 10.16 | 9.66 |
Tiny (%) | -- | 0.12 |
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Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Dec-2020
Education: Mr. Garg is B.E (Electronics) and MBA (Finance).
Experience: Prior to joining Birla Sun Life AMC in 2003 he has worked with Birla Sun Life Securities Ltd.
Funds Managed:
— Pranay Sinha since 22-Jan-2019
Education: Mr. Sinha has done B.Tech in Aerospace Engg. from IIT Kharagpur and PGDM with Major in Finance from IIM Calcutta.
Experience: Prior to joining BSLAMC , he has worked with BNP Paribas Bank (October 2010 - August,2014) , Morgan Stanley Investment Management Pvt. Ltd. (March 2008 - October 2010) and ICICI Prudential Asset Management Co. Ltd. ( October 2005 - March 2008).
Funds Managed:
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The scheme seeks generation of capital appreciation by creating a portfolio that is predominantly investing in equity & equity related securities and debt and money market instruments.
Minimum Investment (₹) | 1,000 |
Minimum Addl Investment (₹) | 1,000 |
Minimum SIP Investment (₹) | 500 |
Minimum No of Cheques | 6 |
Minimum Withdrawal (₹) | -- |
Minimum Balance (₹) | -- |
Exit Load | 0 |
Fund House: | Aditya Birla Sun Life Mutual Fund |
Launch Date: | 11-Feb-2019 |
Return Since Launch: | 11.81% |
Benchmark: | S&P BSE 200 TRI |
Riskometer: | Very High |
Type: | Open-ended |
Assets: | ₹ 366 Cr (As on 31-Dec-2020) |
Expense: | 2.69% (As on 31-Dec-2020) |
Risk Grade: | -- |
Return Grade: | -- |
Turnover: | 9.00% |
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