Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Equity Fund

Aditya Birla Sun Life Equity Fund

(An open ended equity scheme investing across large cap, mid cap, small cap stocks)

This fund is an all season diversified equity fund

Investment Objective

The objective of the scheme is to achieve long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities.

This product is suitable for investors who are seeking

  • Long term capital growth
  • investments in equity and equity related securities

Fund Details

  • Fund Type - Open-Ended
  • Class - Equity
  • Category - Multi Cap
  • Min Investment - Rs. 1000/-
  • Fund Manager - Mr. Anil Shah
  • Latest NAV - 696.61 (as on 25-Sep-2018)
  • Inception Date - Aug 26, 1998
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Fund Performance

Trailing Return

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Funds are bucketed on various parameters with respect to other funds in their category.
*Annualized returns are displayed for 1 year and above.

Annualized Returns

Fund Management

  • Anil Shah
    Mr. Anil Shah

    Total Experience : 26 years

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    He has over 24 years of experience in equity research and investments. Prior to joining AMC, he has worked with RBS Equities (India) Ltd. (formerly known as ABN AMRO Asia Equities (India) Ltd.) for around 15 years.
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Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.

Portfolio and Sector Holdings

Top 10 Holdings (As on 31.08.2018)

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Issuer % to Net Assets
Top 10 Sector Holdings Chart

Fund Summary

Entry Load
Exit Load
Load Comments
NIL
1%
For redemption/switch out of units within 365 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch out of units after 365 days from the date of allotment: Nil **Exit Load is NIL for units issued in Dividend Reinvestment.

Highlights

  • Diversified portfolio
  • Flexibility across market segments

Dynamic Strategy Switch:

ABSL Equity fund is a diversified equity fund that typically invests in stocks across market capitalizations, sectors and styles of investment. As per the mandate of the fund, fund manager invests in the large, mid and small-cap companies. In fact, this freedom to invest across market segment is one of the advantages of these funds. And this is where this fund works like a football team. As you would know, a football team has strikers, forwards, defence and mid-field players. Depending on the conditions of the game and the strategy, the coach would decide whether to use more defenders to play a defensive game or use forwards to frustrate the opposition with an attacking game. Fund manager also uses these different categories in a similar fashion while managing ABSL Equity Fund. If he feels, small and midcap stocks are poised for big times, he would decide to buy them more and play an attacking game. Similarly, if he feels that the valuations in small-cap and midcap stocks are hitting sky high and the risky game is not going to pay off, he would deploy the defenders – large-cap stocks and play a defensive game.

Discipline

The scheme would adopt a top-down and bottom-up approach of investing and will aim at being diversified across various sectors and market capitalizations. The investment emphasis of the scheme would be on identifying companies with sound corporate managements and prospects of good future growth. 

Aditya Birla Sun Life Equity Fund

(An open ended equity scheme investing across large cap, mid cap, small cap stocks)

This product is suitable for investors who are seeking*

  • Long term capital growth
  • investments in equity and equity related securities

 

*We recommend investors to consult their financial advisers in case of doubt about whether the product is suitable for them.

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  • Product Brochure

Disclaimer

For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.

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