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PlaystoreAditya Birla Sun Life AMC Limited
Aditya Birla Sun Life AMC Limited
Investment Objective
The objective of the Scheme is to achieve long-term growth of capital at relatively moderate levels of risk by making investments 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 Positioning:
Product Videos: Know Your Fund
ENGLISH
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 - Thematic
- Min Investment - Rs. 1000/-
- Fund Manager - Mr. Chanchal Khandelwal & Mr. Dhaval Joshi
- Latest NAV - 1392.18 (as on 02-Jul-2024)
- Inception Date - Dec 28, 1999
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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. Chanchal Khandelwal
Total Experience : 17 years
View Full ProfileChanchal Khandelwal is a Fund Manager and Senior Analyst at Aditya Birla Sun Life AMC Limited (ABSLAMC). With an overall experience of more than 15 years, he has been a part of the Aditya Birla Group for 15 years, with nearly a decade with ABSLAMC. He was part of the Strategy and Finance team at Aditya Birla Group.
At ABSLAMC Chanchal is responsible for managing select Equity funds as per given mandate while focussing on supporting the entire equity fund management team in their respective mandates through effective sector research on areas allocated.
Chanchal has done his B.Com Honours from SRCC and is an MBA from Xavier Institute of Management, Bhubaneshwar. -
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 90 days from the date of allotment: 1.00% of applicable NAV.
For redemption / switch-out of units a fter 90 days from the date of allotment: Nil.
Highlights
- Invests in multinational companies
- Diversified and quality portfolio
- Strong performance track record
India was amongst the top 20 countries in the world for foreign direct investment (FDI) inflows in the financial year 2018 (as per UN report). India is increasingly becoming a preferred destination for multinational corporations to invest and do business. Multinational companies are a network of global companies that boast of robust established business models, brand power, advanced technological capabilities and professional governance. These factors can contribute to the considerable success of these MNCs in an ever-expanding consumer market of India. Do you wish to be a part of the success story of these MNCs in India? Then Aditya Birla Sun Life MNC Fund could be the go-to fund for you.
Aditya Birla Sun Life MNC Fund primarily in equity and equity related securities of multinational companies (MNCs). These established market players have the potential to achieve Long term capital growth and hence this fund may be suitable for your long term goals. This scheme can also invest upto 20% in debt and / or money market instruments of MNCs and / or Indian companies or cash.
Suitable For: Long term goals
Ideal Investment Horizon: 5 years or more
Fund Investment Strategy
The Scheme would seek to identify companies with sound corporate managements and prospects of good future growth. A track record of superior performance and corporate governance will be added considerations. Essentially, the focus would be on stocks driven by long term fundamentals. However, short-term opportunities would also be seized, provided underlying values supports these opportunities.
Liquidity will be very important consideration for investment decisions, due to the potential of large redemptions inherent in open-end schemes. As a result, a significant proportion of the Scheme's equity investments will be made in relatively liquid large capitalization stocks, including established blue-chips and emerging blue-chip stocks. In addition, as far as supported by liquidity considerations, investments in small and medium capitalization growth stocks will also be emphasized in expectation of higher returns. A portion of the funds will also be invested in IPOs and other primary market offerings that meet our investment criteria.
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)
*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.