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PlaystoreAditya Birla Sun Life AMC Limited
Aditya Birla Sun Life AMC Limited
Investment Objective
The investment objective is to generate growth and capital appreciation by building a portfolio of companies that are expected to benefit from economic reforms, PSU divestment and increased government spending.
This product is suitable for investors who are seeking
- Long term capital growth
- Investments in equity and equity related securities of companies expected to benefit from economic reforms, PSU divestment and increased government spending
Value Added Products:
Systematic Investment Plan - Available Online & Offline for Direct & Regular investors to iron out intermittent market volatility and enable long term savings
Salient features of SIP:
Step-up SIP – This facility lets investors enhance the SIP amount during regular intervals. This allows you to make the most out of your SIP investments by increasing your contributions towards those schemes that are performing well. Additionally, you can also increase your investment amount when there is a hike in your pay.
Multi Scheme SIP Facility - The Facility enables investors to subscribe under various Schemes through SIP using a single application form and payment instruction.
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
Investors have the option of:
- Daily Systematic Transfer Plan
- Weekly Systematic Transfer Plan
- Monthly Systematic Transfer Plan
- Quarterly Systematic Transfer Plan
Minimum Balance in the scheme at the time of enrollment for STP facility:
- Daily Systematic Transfer Plan: Minimum balance in the scheme at the time of enrollment should be Rs.10,000/-
- Weekly Systematic Transfer Plan: Minimum balance in the scheme at the time of enrollment should be Rs.6000
- Monthly Systematic Transfer Plan: Minimum balance in the scheme at the time of enrollment should be Rs.6000
- Quarterly Systematic Transfer Plan: Minimum balance in the scheme at the time of enrollment should be Rs.8000
Minimum Transfer Amount
For STP installments greater than Rs.500 but less than Rs.999, Investors are required to instruct for minimum 12 transfers of Rs.500 and in multiples of Re. 1thereafter. For STP installments of Rs.1000 and above, Investors are required to instruct for minimum 6 transfers of Rs.1000 and in multiples of Re. 1 thereafter.
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
Investors have the option of:
Fixed Withdrawal - which allows investors of the Growth Plan to withdraw a fixed amount at regular intervals. Investors can withdraw fixed amount of Rs1,000/- each and above at regular intervals.
Appreciation Withdrawal - which allows investors of Growth Plan to withdraw the appreciation amount at regular intervals. Investors can withdraw appreciation of Rs1,000/- and above at regular intervals.
Withdrawal Frequency:
For Fixed Withdrawal Option: Investors can withdraw fixed amount on 1 or 7 or 10 or 14 or 20 or 21 or 28 of month/quarter/Half yearly and Annually for minimum 6 months/ 4 quarter/2 half years and 1 year. For Appreciation Withdrawal Option: Investors can withdraw appreciation on the 1 of each month/quarter for minimum 6 months/ 4 quarter.
Capital Appreciation Transfer Plan (CATP) allows investors to preserve their capital and transfer only capital appreciation to another asset class / scheme at regular intervals
Fund Details
- Fund Type - Open-Ended
- Category - Equity
- Sub-Category - Sectoral
- Min Investment - Rs. 1000/-
- Fund Manager - Mr. Mahesh Patil & Mr. Jonas Bhutta & Mr. Dhaval Joshi
- Latest NAV - 100.87 (as on 26-Jul-2024)
- Inception Date - Mar 18, 2006
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Fund Performance
Trailing Return
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 are displayed for 1 year and above.
Annualized Returns
Fund Management
-
Mr. Mahesh Patil
Total Experience : 31 years
View Full ProfileMr. Mahesh Patil is the Chief Investment Officer (CIO) of Aditya Birla Sun Life AMC Limited. As the CIO Mahesh oversees over INR 3 lakh crore of assets under management. With over thirty years of rich experience in fund and investment management, Mahesh leads the entire investment team, comprising fund managers and analysts. He personally manages funds such as Aditya Birla Sun Life Frontline Equity, Aditya Birla Sun Life Multi-Cap Fund, and Aditya Birla Sun Life Focused Equity.
Mahesh has been with Aditya Birla Sun Life AMC since October 2005. Mahesh was awarded the India CIO of the Year, Equity by Asia Asset Management in 2016 and 2018. He has been awarded Chairman’s Individual Award by The Aditya Birla group for being an Accomplished Leader in 2015.
He has previously worked at CMC Limited, Tata Economic Consultancy Services, Parag Parikh Financial Advisory Services Limited, Motilal Oswal Securities Limited and at Reliance Infocom Limited.
He holds a Bachelor’s Degree in Engineering from the University of Bombay and a Master’s degree in Management Studies from University of Bombay. He has also qualified the Chartered Financial Analysts examination from the Institute of Chartered Financial Analysts of India (ICFAI), Hyderabad. -
Mr. Jonas Bhutta
Total Experience : 16 years
View Full ProfileMr. Jonas Bhutta has an experience of around 16 years in the field of Equity Research. Prior to joining Aditya Birla Sun Life AMC Limited, he was associated with PhillipCapital (India) Pvt. Ltd., Bank of America Merrill Lynch, Daiwa Securities Co. Ltd., Prabhudas Lilladher Pvt. Ltd. and HDFC Securities Limited. -
Mr. Dhaval Joshi
Total Experience : 15 years
View Full ProfileDhaval Joshi has an overall experience of 15 years in equity research and investments. Prior to joining Aditya Birla Sun Life AMC Limited, he was associated with Sundaram Mutual Fund (India) Ltd. for around 5 years. He has also worked as a research analyst with Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd.
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Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.
Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.
To check an all-time best return rate for equity funds, check how they've performed in the last 3 or 5 years.
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Your Investment Summary
- Investment AmountRs 5000
- Initial units per month 29.5
- Current valueRs 50,000
- Current NAV value 260
- Current Units 30
-
XIRR
5.10%
Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.
-
Benchmark XIRR
8%
Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.
Fund Summary
Entry Load
Exit Load
Load Comments
NIL
For redemption/switch-out of units on or before 30 days from the date of allotment: 1.00 % of applicable NAV.
For redemption/switch-out of units after 30 days from the date of allotment: Nil
Highlights
- Aims to invest in companies likely to gain from India's economic reforms
(Highlight does not indicate assurance of future scheme performance)
Gain From Economic Reforms
For any sector to do well, help and support of the government is required. The government is taking several steps to implement major reforms in various sectors. It has been proven time and again that when economic reforms are rolled out in any sector, that particular sector is able to beat all expectations and grow exponentially This presents investors with an opportunity to create wealth.
The Green Revolution of the 50s and the Telecom and I.T. reforms of the 90s have not only improved people's lifestyles but have also led to the stellar growth of some companies in these sectors. Investors in these companies too have seen their wealth multiply. Now, with a new set of reforms in the pipeline, there will be great opportunities for investors to create wealth. Aditya Birla Sun Life Infrastructure Fund gives you an opportunity to benefit from the growth of companies which are likely to gain from India's economic reforms.
Discipline
The scheme invests in selected sectors based on the investment team’s analysis of aspects such as business cycles, regulatory reforms and competitive advantage. The fund focuses on the fundamentals of the business, the industry structure, the quality of management, sensitivity to economic factors, the financial strength of the company and the key earnings drivers. The Fund Benchmark is Nifty Infrastructure TRI
Aditya Birla Sun Life Infrastructure Fund
(An open ended equity scheme investing in infrastructure sector)
This product is suitable for investors who are seeking*
- Long term capital growth
- Investments in equity and equity related securities of companies expected to benefit from the economic reforms, PSU divestment and increased government spending
*Investors should consult their financial advisers if in doubt whether the product is suitable for them
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Disclaimer
For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.