Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life Multicap Fund | Multicap Fund - ABSLMF

Aditya Birla Sun Life Multi-Cap Fund

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

Class: Equity
Category: Multi Cap

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 and equity related instruments as well as debt and money market instruments.

Fund Details

  • Fund Type - Open-Ended
  • Class - Equity
  • Category - Multi Cap
  • Min Investment - Rs. 500/-
  • Fund Manager - Mr. Dhaval Shah & Mr. Mahesh Patil
  • Latest NAV - 12.29 (as on 15-Sep-2021)
  • Inception Date - May 07, 2021
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Fund Management

  • Mr. Dhaval Shah

    Total Experience : 16 years

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    Dhaval 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. Mahesh Patil

    Total Experience : 31 years

    View Full Profile
    Mahesh Patil is the Chief Investment Officer (CIO) of Aditya Birla Sun Life AMC Limited. As the CIO Mahesh oversees INR 2.7 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 ABSL Frontline Equity, ABSL Focused Equity and ABSL Multi-Cap Fund.

    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. 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.
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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

    Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.

    5.10%
  • Benchmark XIRR

    Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.

    8%

Fund Summary

Entry Load
Exit Load
Load Comments
NIL
For redemption / switch-out of units on or before 365 days from the date of allotment: 1.00% of applicable NAV.
The Load Structure is subject to change from time to time and shall be implemented prospectively and will be calculated on First in First Out (FIFO) basis. For further details on Load Structure, please refer Section IV of this Scheme Information Document

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

Moderately High Risk
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Disclaimer

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

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