Name of the Scheme Aditya Birla Sun Life Equity Fund Type of Scheme An open ended equity scheme investing across large cap, mid cap, small cap stocks. However, Aditya Birla Sun Life MF Equity funds do not guarantee assured returns and the fund performance may vary from one period to another. This difference is because of commission paid to broker/distributor. I am considering to switch the SIP to Kotak Standard Multicap Fund given its better performance. It also has a slightly lower expense ratio and lower small cap ratio. It is a fund with High risk and has given a CAGR/Annualized return of 16.7% since its launch. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the standard deviation of returns. You can read more about ranking methodology. There are many reputed funds with track record and credibility? Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & … But a large size poses a challenge to the scheme’s future run, especially since it also invests in small and mid-cap stocks. Aditya Birla Sun Life Equity Fund This product is suitable for investors who are seeking: Long term capital growth investments in equity and equity related securities Investors should consult their financial advisers if in doubt whether the product is suitable for them. 20-Nov-2020, Dividend Declared in Aditya Birla Sun Life Mutual Fund, Interview - See more about AMC, Can someone explain why all Corporate Bond Mutual Funds are going down? Your saving habit, when combined with the knowledge of investing wisely, can help you create a corpus of Rs 1 crore. Aditya Birla Sun Life Global Emerging Opportunities Fund - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. NAV is declared once each day generally at the end of the day. Aditya Birla Sun Life NAV, Aditya Birla Sun Life SIP SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? The balance between the returns on your investments and the risks your hard-earned savings are exposed to. Aditya Birla Sun Life Equity Fund: History. It also has a slightly lower expense ratio and lower small cap ratio. 2, is it good to invest in pgim balanced fund and can it beat nifty 50 index, Can anyone suggest good international mutual fund to invest? QUANTITY column value displays how many shares owned by particular fund. You can see traces of this risk in the rolling risk graphs below. It was launched on 01-Jan-2013 and currently has an AUM of ₹10,980.45 crore. Aditya Birla Sun Life Sensex ETF: Check Aditya Birla Sun Life Sensex ETF Review on The Economic Times. These mutual funds primarily invest in stocks selected from all the listed stocks in the Indian market (NSE/BSE). View more (I.e. Aditya Birla Sun Life Equity Fund is a Equity - Multi Cap Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. Find out Aditya Birla Sun Life Equity Fund asset allocation, Aditya Birla Sun Life Equity Fund NAV range, Aditya Birla Sun Life Equity Fund performance, returns and more. Open Ended. Registered with PFRDA to act under Pension Fund Manager. Vineet Maloo is the Current Fund Manager of Aditya Birla Sun Life International Equity Fund Plan A Direct Growth fund.The fund currently has an Asset Under Management (AUM) of ₹ 102 Cr and the Latest NAV as of 18 Jan 2021 is ₹ 28.60. Aditya Birla Sun Life Equity Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE AllCap - TRI as secondary index. Fund House : Aditya Birla Sun Life Mutual Fund. Copyright © e-Eighteen.com Ltd. All rights reserved. That is pretty standard across multi cap funds. If 1Y HIGHEST HOLDING column data says 5.5%, May-18, that means mutual fund scheme had highest investment in particular stock in May-18 and weight of that holding was 5.5%. Aditya Birla Sun Life Manufacturing Equity Fund (An Open ended Manufacturing Sector Scheme) India’s first Manufacturing Oriented Fund, it is a thematic strategy geared to benefit from Indian economy’s next big leap – Resurgence of the Indian manufacturing sector. | Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. Alpha indicates how fund generated additional returns compared to a benchmark. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. It is ideal for those who are ready to take moderate to high risks and invest for 3-5 years. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Sharpe ratio of 1.40 and fund B has a Sharpe ratio of 1.25, you can chooses fund A, as it has given higher risk-adjusted return. It is a diversified equity scheme that looks for opportunities without any sectoral or market cap bias. Go. Aditya Birla Sun Life PSU Equity Fund - Regular Plan 40478 4-40478 Aditya Birla Sun Life Mutual Fund The scheme seeks to provides long term capital appreciation by investing in equity and equity related instruments of Public Sector Undertakings (PSUs). | Investment objective. If number of stars are higher then relative performance was better. Invest online in Aditya Birla Sun Life PSU Equity Fund Direct - Growth with ETMONEY. EQUITY LARGE CAP. When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. Aditya Birla Sun Life MF is planning to launch ESG Fund now that would open for subscription on 4th December, 2020. Explore NAV, dividend history, fund statement, SIP … Aditya Birla Sun Life is the reason for a smile on the faces of many investors who earned big investing in its equity mutual fund schemes over time. Growth. Gains over Rs 1 lakh are taxed at the rate of 10%. Aditya Birla Sun Life Equity Fund. So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. Aditya Birla Sun Life Equity Fund is an open-ended multi cap fund. Indicates a new holding since last portfolio, Education: Mr.Shah is a B.com, CA and a cost accountant. Aditya Birla Sun Life PSU Equity Fund - Regular Plan 40478 4-40478 Aditya Birla Sun Life Mutual Fund The scheme seeks to provides long term capital appreciation by investing in equity and equity related instruments of Public Sector Undertakings (PSUs). Return for 2020 was 1.1%, 2019 was 14.9% and 2018 was -2.4%. Aditya Birla Sun Life PSU Equity Fund: 0.50% for redemption within 90 days: 1% for redemption within 30 days: Aditya Birla Sun Life Pharma & Healthcare Fund: 0.50% for redemption within 90 days: 1% for redemption within 30 days: Most Popular. The greater diversification ensures the returns have remained largely on the higher side in the long term. VIP or Value averaging investment plan works on a principal that, you should invest more when markets are going down and should invest less when markets are at the peak. There is a flood of ESG mutual funds in the last couple of months. Aditya Birla Sun Life Equity Funds are professionally managed funds that are invested in stocks of companies of different market capitalization, making it highly volatile and risky financial instruments. Fund House : Aditya Birla Sun Life Mutual Fund. Experience: Prior to joining BSL AMC he has worked with RBS Equities (India) Ltd. for around 15 years. Since the fund value may go up / down as per the market movements, these funds are meant for investors with relatively higher risk tolerance. The balance between the returns on your investments and the risks your hard-earned savings are exposed to. Recent Update : Dividend option of this fund has declared a dividend of ₹ 5.63 per unit on 25th November, 2020. 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