Historically, these funds have known to deliver average returns of around 12% over a period of more than 5 years. 6.68 … Aditya Birla Sun Life PSU Equity Fund-1.89 Value of Std Investment of ` 10,000 9810 Benchmark - S&P BSE PSU TRI Index-12.76 -12.32 Value of Std Investment of ` 10,000 8720 8762 Additional Benchmark - Nifty 50 TRI 16.09 15.22 Value of Std Investment of ` 10,000 11614 11531 You will now receive notification when someone reply to this message. As an investor you do not need to pay any additional fees to purchase any of these options. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. Std. Investment objective. Aditya Birla Sun Life PSU Equity Fund Regular Growth: 0.0: INF209K01LE6: 10226: Aditya Birla Sun Life Pure Value Fund Dividend Payout: 35.67: INF209K01LG1: 15176: Aditya Birla Sun Life Pure Value Fund Dividend Reinvestment: 35.67: INF209K01LF3: 296G: Aditya Birla Sun Life Pure Value Fund Growth: 66.47: INF209KB1960 : 13951: Aditya Birla Sun Life Resurgent India Fund Series 2 … ABSL took over the AMC in 2004 and since then the fund has seen four fund manager changes (see Morning Star fund page). Open Ended. Indicates an increase or decrease or no change in holding since last portfolio These mutual funds primarily invest in stocks selected from all the listed stocks in the Indian market (NSE/BSE). 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. This means it invests across large cap, mid cap, small cap stocks. Aditya Birla Sun Life Frontline Equity Direct Fund Dividend is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund.This scheme was made available to investors on 01 Jan 2013.Mahesh Patil is the Current Fund Manager of Aditya Birla Sun Life Frontline Equity Direct Fund Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹19,575 Cr and the … Aditya Birla SL Frontline Equity Fund Growth - Get the latest NAV, dividends, performance & fund holdings etc. 12:30 PM - 01:00 PM. These differences are with respect to various parameters such as AUM, Current NAV, and Performance. 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%. There are many reputed funds with track record and credibility? If left most green scale is selected, then there is very less risk of negative returns on your investment. Aditya Birla Sun Life Equity Fund - Regular Plan - Dividend. Recent Update : Dividend option of this fund has declared a dividend of ₹ 5.63 per unit on 25th November, 2020. NAV, dividends, returns, portfolio - complete track record of Aditya Birla Sun Life Equity Fund. About Aditya Birla Sun Life Small Cap Fund (DP-A) Aditya Birla Sun Life Small Cap Fund (DP-A) is a small cap equity fund and has delivered an annualised return of 10.1% over a period of 14 years .The fund was previously known as Aditya BSL Small & Midcap DP.The fund is managed by Aditya Birla Sun Life AMC Ltd.The fund managers are Dhaval Gala, Jayesh Gandhi, Kunal Sangoi, Nitesh Jain For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Treynor's ratio of 1.40 and fund B has a Treynor's ratio of 1.25, then you can chooses fund A, as it has given higher risk-adjusted return. Aditya Birla Sun Life Equity Fund invests more than 90% of its portfolio in equity instruments and has the flexibility to switch across different market caps to take advantage of growth opportunities. 3 Value Research 561 4-561 Aditya Birla Sun Life Mutual Fund The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. This scheme was made available to investors on 24 Feb 1995. Whereas for the dividend option some amount out of Rs 20 profit may be given back to investor in form of dividend and today's NAV will be lower than 120. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. View History », Ratios calculated on daily returns for last 3 years (Updated as on 31st December, 2020), Out of 150 mutual fund schemes offered by this AMC, NAV: ₹ … Dividends are added to the income of the investors and taxed according to their respective tax slabs. No tax is to be paid as long as you continue to hold the units. Open Ended . Find all latest information on Aditya Birla Sun Life Equity Hybrid'95 Regular Plan Growth Option Mutual Fund Other Details. 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. The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. We at Aditya Birla Sun Life Pension Management Ltd understand the fine balance needed to manage your retirement savings. It is ideal for those who are ready to take moderate to high risks and invest for 3-5 years. It is a diversified equity scheme that looks for opportunities without any sectoral or market cap bias. Fund House : Aditya Birla Sun Life Mutual Fund. From India's independent mutual fund research house. Aditya Birla Private Equity – Fund I is a sector-agnostic domestic Fund, with investments focused on providing growth capital to mature sectors and businesses. Aditya Birla Sun Life Equity Fund is a Equity - Multi Cap Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express writtern permission of moneycontrol.com is prohibited. Know more about us visit here. or medium without express writtern permission of moneycontrol.com is prohibited. It also has a slightly lower expense ratio and lower small cap ratio. View more Fundamental, Stock Ideas, Multibaggers & Insights, Stock & Index F&O Trading Calls & Market Analysis, Positional and Intraday Trading Calls basis Noiseless Chart, Commodity Trading Calls & Market Analysis, Currency Derivatives Trading Calls & Insights, Options Trading Advice and Market Analysis, Model portfolios, Investment Ideas, Guru Screens and Much More, Proprietary system driven Rule Based Trading calls, Curated markets data, exclusive trading recommendations, Independent equity analysis & actionable investment ideas, Details stock report and investment recommendation. Visit IndiaInfoline to invest in Aditya Birla SL Frontline Equity Fund Growth Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & … Ranked 3 in Sectoral category. Invest online in Aditya Birla Sun Life Mutual Fund schemes. It is a fund with High risk and has given a CAGR/Annualized return of 17.9% since its launch. Axis Long Term Equity Fund and Aditya Birla Sun Life Tax Relief ’96 both form part of ELSS category. Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. 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. The scheme seeks long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and/ or sectors as its chosen benchmark index, Nifty 50. Aditya Birla Sun Life MF Equity funds generate higher returns than debt funds and balanced funds. Dividend/Bonus. You can see traces of this risk in the rolling risk graphs below. 16-Jan-2019, Minimum Application Amount changes for Seven Schemes of Aditya Birla Sun Life Mutual Fund, Fund News - Aditya Birla Sun Life Equity Fund: History. Let's say if a fund A benchmarks its returns with Nifty50 returns then alpha equal to 1.0 indicates the fund has beaten the nifty returns by 1%, so the higher the alpha, the better. At the same time, these investors should also be ready for possibility of moderate losses in their investments. However, Aditya Birla Sun Life MF Equity funds do not guarantee assured returns and the fund performance may vary from one period to another. 11 is/are ranked 2 * , View more. Aditya Birla Sun Life MF Equity funds are suitable for investors who are seeking long-term capital appreciation over a period of 5 years or more. Category : Multi Cap Fund. fund manager held stocks/bonds in the portfolio for longer duration than peers). 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