CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
ABAditya Birla SL MFGrowth

Aditya Birla Sun Life India Opportunities Fund - Growth

Multi Cap FundEquity - Multi Cap FundBenchmark: NIFTY 500 - TRI
NAV · 01 Jun 2018₹163.49-0.65%
AUM₹216 Cr
Expense Ratio2.88%
CAGR—
Exit Load1% on or before 365D, Nil after 365D
Min SIP—
Launched1999

Investment Objective

An Open-ended growth scheme with the objective to achieve superior long-term growth of capital by investing in shares of companies that do one or more of the following: Leverage India's intellectual capital for providing services, research and creative inputs; Seek to use current and impending changes in patent laws / import tariffs / quotas to supply goods and services; Leverage India's lower labour costs for providing services and manufactured goods; Leverage India's large population of English speaking people for providing services.

Fund Mandate

Debt0%–30%
Equity70%–100%
MMI0%–30%
Others0%–30%
Asset Allocation
Domestic Equity96.1%
Cash & Equivalents3.9%
Fund Managers
KS
Kunal Sangoi
Fund Manager
Key Information
2.88%
—
₹1,000
1% on or before 365D, Nil after 365D
Nil
Inception27 Dec 1999
AMCAditya Birla SL MF
Top Holdings
1Tech Mahindra LimitedSoftware9.42%
2HCL Technologies LimitedSoftware7.60%
3Infosys LimitedSoftware7.14%
4KPIT Technologies LimitedSoftware6.21%
5Honeywell Automation India LimitedIndustrial Capital Goods5.51%
6Sterlite Technologies LimitedTelecom - Equipment & Accessories5.36%
7Sanofi India LimitedPharmaceuticals4.18%
8Larsen & Toubro Infotech LimitedSoftware4.04%
9Clearing Corporation of India Ltd3.88%
10Majesco LimitedSoftware3.71%
Sector Allocation
Software45.2%
Pharmaceuticals14.0%
Industrial Capital Goods5.5%
Telecom - Equipment & Accessories5.4%
Other3.9%
Auto Ancillaries3.5%
Auto2.6%
Industrial Products2.1%
Petroleum Products2.1%
On This Page
NAV growthAsset allocationTop holdings
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Trailing Returns
PeriodReturns
1 Day-0.65%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.88%
1% on or before 365D, Nil after 365D
Nil
—
₹1,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme