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Aditya Birla Sun Life Resurgent India Fund - Series 4 - Regular Plan Unrated

Value Research
0.73%
Change from previous, NAV as on Dec 12, 2019
Category: Equity: Multi Cap
Assets: R 259 crore (As on Nov 30, 2019)
Expense: 1.32% (As on Sep 30, 2019)
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Basic Details
Fund House: Aditya Birla Sun Life Mutual Fund
Benchmark: S&P BSE 200 TRI
Riskometer: Moderately High
Type: Closed-end
Investment Details
Launch Date: Jul 12, 2017
Return since Launch: -1.46%
Tenure (Days): 1275
Maturity Date: Jan 06, 2021
Performance
  YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund -1.83 0.21 6.63 -0.10 - - -
S&P BSE 200 TRI 8.44 0.05 8.56 10.17 - - -
Category 4.48 -0.29 7.51 6.23 - - -
Rank within Category 36 19 30 36 - - -
Number of funds in category 43 44 44 43 9 4 0
As on Dec 12, 2019
Peer Comparison
Fund Rating Launch 1-Year Ret 3-Year Ret 5-Year Ret Expense Ratio (%) Assets
(Cr)
Aditya Birla Sun Life Resurgent India Fund - Series 4 - Regular Plan Unrated Jul-2017 -0.10 - - 1.32 259
Axis Equity Advantage Fund Series 1 - Regular Plan Unrated May-2017 13.59 - - 1.29 1,072
Axis Equity Advantage Fund Series 2 - Regular Plan Unrated Aug-2017 13.52 - - 1.33 104
ICICI Prudential Value Fund - Series 15 Unrated Jul-2017 5.50 - - 1.36 615
ICICI Prudential Value Fund - Series 16 Unrated Aug-2017 4.62 - - 1.36 637
Portfolio
Portfolio Aggregates
  Fund Benchmark Category
Average Mkt Cap (Rs Cr) 37,248.72 301,056.07 76,177.58
Giant (%) 29.83 64.44 45.25
Large (%) 13.34 20.06 17.38
Mid (%) 36.97 15.30 23.19
Small (%) 19.87 0.21 14.84
Tiny (%) - - 0.26
  Value Research Fund Style
 
Top Holdings
  Company Sector PE 3Y High 3Y Low % Assets
  ICICI Bank Financial 67.36 7.93 2.58 7.93
  Reliance Industries Energy 23.67 5.10 0.00 5.10
  HDFC Bank Financial 29.58 3.45 0.00 3.45
  Colgate-Palmolive FMCG 49.97 3.08 1.32 2.92
  City Union Bank Financial 23.41 2.86 1.72 2.86
  Axis Bank Financial 45.78 2.86 0.00 2.86
  Dabur India FMCG 53.78 3.20 2.21 2.65
  Asian Paints Chemicals 64.91 2.80 1.37 2.64
  Bata India FMCG 60.49 3.14 1.15 2.59
  Bajaj Finance Financial 49.43 3.41 0.00 2.52
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Nov 30, 2019
News and Analysis
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: 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

Related Funds 1-Year
Return
Axis Equity Advantage Fund Series 1 - Regular Plan 13.59%
Axis Equity Advantage Fund Series 2 - Regular Plan 13.52%
UTI Focussed Equity Fund Series IV (1104 Days) - Regular Plan 12.85%
ICICI Prudential Value Fund - Series 18 12.61%
Nippon India Capital Builder Fund IV Series A - Regular Plan 7.97%
ICICI Prudential Value Fund - Series 17 7.19%
ICICI Prudential Value Fund - Series 15 5.50%
ICICI Prudential Value Fund - Series 16 4.62%
Aditya Birla Sun Life Resurgent India Fund - Series 5 - Regular Plan 0.85%
Sundaram Value Fund Series VIII - Regular Plan 0.36%
As on Dec 12, 2019