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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 commensurate levels of risk through a diversified research based investment in Large, Mid & Small cap companies.
This product is suitable for investors who are seeking
- Long term capital growth and income
- Investment predominantly in equity funds and equity related instruments as well as debt and money market instruments.
Also Read: What are Equity Mutual Funds? – Meaning & Types
Fund Details
- Fund Type - Open-Ended
- Category - Equity
- Sub-Category - Multi Cap Fund
- Min Investment - Rs. 500/-
- Fund Manager - Mr. Dhaval Shah & Mr. Harshil Suvarnkar & Mr. Dhaval Joshi
- Latest NAV - 16.82 (as on 18-Apr-2024)
- Inception Date - May 07, 2021
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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
| Investment Performance - Regular Plan - Growth | NAV as on November 30, 2017: Rs.215.23 |
| Inception - Aug 30, 2002 | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|
| Aditya Birla Sun Life Frontline Equity Fund | 25.01 | 10.49 | 17.17 | 22.27 |
| Value of Std Investment of Rs. 10,000 | 12501 | 13500 | 22093 | 215230 |
| Benchmark - S&P BSE 200 | 27.24 | 8.83 | 13.63 | 17.67 |
| Value of Std Investment of Rs. 10,000 | 12724 | 12898 | 18947 | 119869 |
| Additional Benchmark - Nifty 50 | 24.34 | 5.98 | 11.70 | 16.37 |
| Value of Std Investment of Rs. 10,000 | 12434 | 11908 | 17393 | 101193 |
| • | Past performance may or may not be sustained in future. The above performance is of Regular Plan - Growth Option. Kindly note that different plans have different expense structure. Returns for dividend option would assume reinvestment of dividends declared, net of dividend distribution tax, if any, at the then prevailing NAV. Load and Taxes are not considered for computation of returns. When scheme/additional benchmark returns are not available, they have not been shown. Total Schemes managed by Mr. Mahesh Patil is 7. Refer annexure on page no. 65 to know more on performance of schemes managed by Fund Managers. $‘These Plan/Options continue for fresh subscriptions under the scheme’. |
| • | The scheme is currently managed by Mr. Mahesh Patil since November 17, 2005 (12.1) years. |
| • | The scheme is in existence for more than 5 years. |
Fund Management
-
Mr. Dhaval Shah
Total Experience : 16 years
View Full ProfileDhaval Shah is a Fund Manager and Senior Analyst with Aditya Birla Sun Life AMC Limited (ABSLAMC). He has an overall experience of more than 16 years in Indian equity markets and has been a part of ABSLAMC since 2015.
Prior to ABSLAMC, Dhaval has worked with Reliance Capital Asset Management Ltd., Morgan Stanley Investment Management and Edelweiss Securities Ltd.
Dhaval is an MBA in Finance from Mumbai University. He is also a CFA Charter Holder. -
Mr. Harshil Suvarnkar
Total Experience : 11 years
View Full ProfileHarshil Suvarnkar is a fund manager with Aditya Birla Sun Life AMC Limited. He has an overall experience of 11 years in the financial services industry.
Prior to joining ABSLAMC he was associated with Indiabulls Housing Finance Limited for 10 years as Head - Markets, Treasury heading treasury investments, Asset Liability Management (ALM) and capital market borrowings.
He has a Master’s degree in Management Studies from Jamnalal Bajaj Institute of Management Studies (JBIMS), University of Mumbai and Post-Graduate Diploma in Securities Law from Government Law College. -
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
- Stock Index Futures – Investment in stock index futures can give exposure to the index without directly buying the individual stocks. Appreciation in index stocks can be effectively captured through investment in Stock Index Futures.
- Market – The Fund can sell futures to hedge against market movements effectively without actually selling the stocks it holds.
Being in the Multi Cap category, the scheme has flexibility in terms of allocation across market cap. To ensure diversification of investment across market caps, the scheme will invest a minimum of 25% each in Large, Mid and Small Cap stocks, with the balance 25% flexibility to the fund manager.
The Scheme would adopt top-down and bottom-up approach of investing and will aim at being diversified across various industries and / or sectors and/ or market capitalization. The investment emphasis of the scheme would be on identifying companies with sound corporate managements and prospects of good future growth. 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. A portion of the scheme will also be invested in IPOs, emerging sectors, concept stocks and other primary market offerings that meet our investment criteria.
The Scheme would invest a substantial portion of its investible assets (80% - 100%) in equity and equity related instruments across large, mid and small cap companies. Pending investment of the scheme may be invested in debt & money market instruments and other liquid instruments or both. The scheme may have prudent exposure to Futures & Options (F&O) to capture opportunities arising out of market imperfection and to hedge the portfolio, whenever necessary.
Why one can invest in Aditya Birla Sun Life Multi-Cap Fund now?
- Suitable in times of broad-based growth: This Fund seeks out opportunities across large, mid and small caps which makes it suitable to take advantage of a likely broad based market rally.
- Fiscal stimulus can benefit companies across the board: Growth boosting policy measures are directed across sectors and can bring in inclusive and diverse growth. This fund seeks out potential from across the board.
- A mix of stability and growth potential: The fund can provide investors with the stability of large caps along with the growth potential of emerging mid-caps and small caps
- To take advantage of emerging opportunities: The funds focused and disciplined approach along with its bottom-up investing strategy is directed towards identifying and investing in growth opportunities as and when they arise
Aditya Birla Sun Life Multi-Cap 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 and income
- Investment predominantly in equity and equity related instruments as well as debt and money market instruments
*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.