ABAditya Birla SL MFGrowth

Aditya Birla Sun Life India Reforms Fund - Growth

Multi Cap FundEquity - Multi Cap FundBenchmark: NIFTY 500 - TRI
NAV · 18 May 2018₹19.68-1.75%
AUM₹100 Cr
Expense Ratio2.86%
CAGR
Exit Load1% on or before 365D, Nil after 365D
Min SIP
Launched2010

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 Equity92.2%
Cash & Equivalents7.8%
Fund Managers
SM
Satyabrata Mohanty
Fund Manager
Key Information
2.86%
₹1,000
1% on or before 365D, Nil after 365D
Nil
Inception25 Jun 2010
AMCAditya Birla SL MF
Top Holdings
1Eicher Motors LimitedAuto9.36%
2Voltas LimitedConstruction Project9.00%
3Maruti Suzuki India LimitedAuto8.82%
4Yes Bank LimitedBanks8.33%
5HDFC Bank LimitedBanks7.78%
6Clearing Corporation of India Ltd7.08%
7L&T Finance Holdings LimitedFinance5.20%
8IndusInd Bank LimitedBanks4.75%
9Repco Home Finance LimitedFinance4.51%
10Sterlite Technologies LimitedTelecom - Equipment & Accessories4.38%
Sector Allocation
Banks23.0%
Auto18.2%
Construction Project14.5%
Finance13.4%
Other7.1%
Gas6.0%
Telecom - Equipment & Accessories4.4%
Chemicals3.1%
Petroleum Products2.1%
Consumer Durables1.5%
Cement1.4%
Trailing Returns
PeriodReturns
1 Day-1.75%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.86%
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