Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life MNC Fund |ABSL MNC Fund - ABSLMF

Aditya Birla Sun Life MNC Fund

(An open ended equity scheme following the MNC theme in its investments)

Investment Objective

The objective of the scheme is to achieve growth of capital at relatively moderate levels of risk by investing in securities of multinational companies through a research based investment approach.

This product is suitable for investors who are seeking

  • Long term capital growth (3 years and above)
  • Investments primarily in equity and equity-related securities of multinational companies (MNCs)

 

Fund Details

  • Fund Type - Open-Ended
  • Class - Equity
  • Category - Thematic
  • Min Investment - Rs. 1000/-
  • Fund Manager - Mr. Ajay Garg
  • Latest NAV - 700.89 (as on 19-Jul-2019)
  • Inception Date - Dec 27, 1999
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Applicable Value Added Service & Value Added Products

VAP (Value Added Products)

  • CSIP

    CSIP : Century SIP - SIP to enable your long term wealth creation while providing Free Life Insurance of upto Rs 50 Lacs

VAS (Value Added Services)

  • SIP

    SIP : Systematic Investment Plan - Available Online & Offline for Direct & Regular investors to iron out intermittent market volatility and enable long term savings

  • STP

    STP : Systematic Transfer Plan (STP) allows investors to save in both asset classes by transfering a fixed amount from one scheme and invest in another scheme

  • SWP

    SWP : Systematic Withdrawal Plan allows investors to withdraw a fixed amount of money from their mutual fund to build sustainable income streams while saving on Tax also

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

  • Mr. Ajay Garg

    Total Experience : 22 years

    View Full Profile
    Ajay Garg is Senior Fund Manager at Aditya Birla Sun Life AMC Limited (ABSLAMC). Ajay has over two and a half decades of experience in financial services and an extensive understanding of Indian equity markets.

    Prior to joining ABSLAMC in 2003, Ajay was with American Express Bank and certain brokerage firms.

    An alumni of Hartmann College Class of 1987, Ajay is an Electronics Engineer from Bangalore University, and an MBA Finance from Mumbai University.
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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 31.05.2019)

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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 (% of applicable NAV) NIL : For redemption / switch-out of units after 365 days from the date of allotment
**Exit Load is NIL for units issued in Dividend Reinvestment.

Highlights

  • Invests in multinational companies
  • Diversified and quality portfolio
  • Strong performance track record

Giving investments best of the world

MNCs are adept at performing well, even in adverse market conditions. That is why investors place greater trust in their management and such companies consequently enjoy higher valuations in equity markets. A significant number of MNC's are valued at a premium for their management quality, consistent growth, strong finances, access to parent technology and prudent accounting policies. Investors can, by investing in such funds, achieve their long-term goals. Aditya Birla Sun Life MNC Fund aims to invest in securities of multinational companies through a research-based investment approach.

Confidence and stability from investments in MNCs


Only exceptionally performing companies become MNCs. They are synonymous with latest technology, time-tested expertise and a global understanding that enables them to expand their presence across continents and create growth opportunities. Developing economies like India present tremendous opportunities for multinationals. We expect MNCs to make fresh investments in areas like knowledge-based industries, service industry and infrastructure. Investors can benefit from investing in globally competitive companies through investments in this scheme.

Discipline

The fund primarily invests in companies with sound corporate managements and prospects of good future growth. A track record of superior performance and corporate governance is also given due weightage to be part of this fund’s portfolio. A significant proportion of the scheme's equity investment is made in large capitalization stocks, including established blue-chips and emerging blue-chip stocks. The Fund Benchmark is Nifty MNC TRI.

Aditya Birla Sun Life MNC Fund

(An open ended equity scheme following the MNC theme in its investments)

This product is suitable for investors who are seeking*

  • Long term capital growth (3 years and above)
  • Investments primarily in equity and equity-related securities of multinational companies (MNCs)

 

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

Moderately High Risk
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DOWNLOAD

  • KIM - Aditya Birla Sun Life MNC Fund
  • SID - Aditya Birla Sun Life MNC Fund
  • Product Brochure

Disclaimer

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

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