Aditya Birla SL Inter Equity – Plan B-Direct Growth

Equity | Sectoral / Thematic Mutual Funds
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹1,000 ₹1,000 2.15 % 0★ ₹95 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹1,000 ₹1,000 2.15 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹95 Cr 10 Years
Rating Fund Size Fund Age

Scheme Objective

To generate long term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the international markets.

Scheme Performance

Returns and Ranks ( as on 02 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 3.3% 13.5% 9.0% 10.9%
Category Average 9.0% 16.9% 15.2% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
8.19%
HDFC Bank
5.76%
Infosys
5.51%
Reliance Industr
4.34%
Axis Bank
3.74%
Others
72.46%
Others
26.78%
Banks
21.58%
Finance
5.28%
Petroleum Products
4.34%
Insurance
3.7%
Others
38.32%
Equity
71.72%
Foreign Equity
26.78%
Reverse Repos
1.58%
Net Curr Ass/Net Receivables
-0.07%
Others
0%

Fund House Details

Aditya Birla Sun Life Mutual Fund

Aditya Birla SL Inter Equity – Plan B-Direct Growth

Fund Manager
Vinod Narayan Bhat

Exit Load

Exit Load For redemption / switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units after 30 days from the date of allotment - Nil

Advance Ratio

-0.03 1 0.77 -0.03
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Address:
One World Centre,Tower 1,17th Flr, Jupiter Mills,senapati Bapat Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com

Frequently Asked Questions

You can invest in Aditya Birla SL Inter Equity – Plan B-Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Aditya Birla SL Inter Equity – Plan B-Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The Aditya Birla SL Inter Equity – Plan B-Direct Growth has delivered 10.9% since inception
The NAV of Aditya Birla SL Inter Equity – Plan B-Direct Growth is ₹28.7 as of 02 December 2022.
The expense ratio of Aditya Birla SL Inter Equity – Plan B-Direct Growth is 2.15 % as of 02 December 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now