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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 MFDirect · IDCW

Aditya Birla Sun Life India Reforms Fund - Dividend Reinvest - Direct Plan

Multi Cap FundEquity - Multi Cap FundBenchmark: NIFTY 500 - TRI
NAV · 18 May 2018₹20.49-1.73%
AUM₹100 Crfrom this fund's primary plan
Expense Ratio1.63%
CAGR—
Exit Load1% on or before 365D, Nil after 365D
Min SIP—
Launched2013

Investment Objective

The investment objective is to generate growth and capital appreciation by building a portfolio of companies that are expected to benefit from the economic reforms, PSU divestment and increased government spending.

Fund Mandate

Debt0%–35%
Equity65%–100%
MMI0%–35%
Asset Allocation
Domestic Equity92.1%
Cash & Equivalents7.8%
Other0.1%
Fund Managers
SM
Satyabrata Mohanty
Fund Manager
Key Information
1.63%
—
₹1,000
1% on or before 365D, Nil after 365D
Nil
Inception01 Jan 2013
AMCAditya Birla SL MF
Top Holdings As of 30 Apr 2018 · disclosed on this fund's primary plan
1Eicher Motors Ltd.Automobile & Ancillaries9.36%
2Voltas Ltd.Consumer Durables9.00%
3Maruti Suzuki India Ltd.Automobile & Ancillaries8.82%
4Yes Bank Ltd.Bank8.33%
5HDFC Bank Ltd.Bank7.78%
6Clearing Corporation of India LtdFinance7.08%
7L&T Finance Ltd.Finance5.20%
8IndusInd Bank Ltd.Bank4.75%
9Repco Home Finance Ltd.Finance4.51%
10Sterlite Technologies Ltd.Electricals4.38%
Sector Allocation
Bank23.0%
Finance20.5%
Automobile & Ancillaries18.2%
Consumer Durables10.5%
Infrastructure5.5%
Gas Transmission4.8%
Chemicals4.4%
Electricals4.4%
Inds. Gases & Fuels2.3%
Capital Goods2.1%
Crude Oil2.1%
Construction Materials1.4%
Others0.8%
On This Page
NAV growthAsset allocationTop holdings
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Trailing Returns
PeriodReturns
1 Day-1.73%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.63%
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