Aditya Birla SL Equity Fund - Direct (G)

Aditya Birla SL Equity Fund - Direct (G)

AMC Name: Aditya Birla Sun Life Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE 200 TRI
Fund Manager Anil Shah
Fund Horizon OPEN
Inception Date 01-Jan-2013
Scheme AUM(CR) ` 10652.87
Minimum SIP/LUMPSUM ` 1000/ ` 1000
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates ANY
Entry Load 1.00% - For redemption/switch-out of units within 365 days from the date of allotment. Nil - For redemption/switch-out of units after 365 days from the date of allotment.
Exit Load 1.00% - For redemption/switch-out of units within 365 days from the date of allotment. Nil - For redemption/switch-out of units after 365 days from the date of allotment.
Expense Ratio 1.15

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 1.41% -1.63%
3 Month -4.57% -6.26%
6 Month -3.48% -5.39%
1 Year -5.70% -6.11%
3 Year 7.50% 7.62%
5 Year 11.26% 8.19%
Since Inception 15.55% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others