About Aditya Birla Sun Life Multi-Cap Fund
Aditya Birla Sun Life Multi-Cap Fund is an open-ended equity scheme investing across large cap, mid cap and small cap stocks in a disciplined manner. The objective of the Scheme is to achieve long term growth of capital, at commensurate levels of risk through a diversified research-based investment in Large, Mid & Small cap companies. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.
The scheme will allocate 80-100% in equity instruments, with a 25-45% allocation to large cap and 25-35% allocation each to mid-cap and small cap stocks.
The fund follows a focussed and disciplined approach seeking out secular growth opportunities across market capitalisations. Its investing strategy is based on a bottom-up approach – with the focus being on identifying companies with sound corporate governance, competitive advantage and considerable and sustainable growth potential. It will narrow down to a portfolio of 50-60 companies from an investment universe of 400+ companies.
This strategy can help the fund to benefit from the growth momentum in the economy while maintaining high quality of the fund portfolio.