Aditya Birla SL Inter Equity - Plan A (D)

Aditya Birla SL Inter Equity - Plan A (D)

AMC Name: Aditya Birla Sun Life Mutual Fund

Riskometer

High

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Vineet Maloo
Fund Horizon OPEN
Inception Date 31-Oct-2007
Scheme AUM(CR) ` 68.11
Minimum SIP/LUMPSUM ` 1000/ ` 1000
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates ANY
Entry Load 1% - If redeemed/Switch-out within 365 days from the date of allotment. Nil - If redeemed/switch-out after 365 days from the date of allotment.
Exit Load 1% - If redeemed/Switch-out within 365 days from the date of allotment. Nil - If redeemed/switch-out after 365 days from the date of allotment.
Expense Ratio 2.58

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month 0.57% -2.44%
3 Month 1.77% -4.96%
6 Month -0.22% 5.80%
1 Year 1.31% -2.29%
3 Year 9.15% 10.03%
5 Year 5.53% 7.20%
Since Inception 6.28% 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