ABAditya Birla SL MFRegular · Growth

Aditya Birla Sun Life Resurgent India Fund - Series 2 - Regular Plan - Growth

Multi Cap FundEquity - Multi Cap FundBenchmark: BSE 200
NAV · 26 May 2020₹8.80+0.11%
AUM₹78 Cr
Expense Ratio
CAGR
Exit Load
Min SIP
Launched2016

Investment Objective

The investment objective of the scheme is to provide capital appreciation by investing primarily in equity and equity related securities that are likely to benefit from recovery in the Indian economy. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Fund Mandate

Cash, Money Market & Debt instruments0%–20%
Equity & Equity related securities80%–100%
Asset Allocation
Domestic Equity85.1%
Cash & Equivalents14.9%
Fund Managers
SM
Satyabrata Mohanty
Fund Manager
Key Information
₹5,000
Nil
Inception29 Nov 2016
AMCAditya Birla SL MF
Top Holdings
1Clearing Corporation of India Limited14.75%
2Reliance Industries LimitedPETROLEUM PRODUCTS11.22%
3ICICI Bank LimitedBANKS6.55%
4Voltas LimitedCONSUMER DURABLES6.45%
5Bajaj Finance LimitedFINANCE4.73%
6Natco Pharma LimitedPHARMACEUTICALS4.71%
7HDFC Bank LimitedBANKS4.25%
8Tata Consumer Products LimitedCONSUMER NON DURABLES3.77%
9Shree Cement LimitedCEMENT3.40%
10ICICI Lombard General Insurance Company LimitedFINANCE3.29%
Sector Allocation
BANKS16.4%
Other14.7%
FINANCE12.8%
PETROLEUM PRODUCTS11.2%
CONSUMER DURABLES7.9%
PHARMACEUTICALS4.7%
CONSUMER NON DURABLES3.8%
CEMENT3.4%
AUTO2.4%
AUTO ANCILLARIES2.3%
PESTICIDES2.0%
CONSTRUCTION PROJECT1.7%
TEXTILE PRODUCTS1.5%
Trailing Returns
PeriodReturns
1 Day+0.11%
Risk Metrics

Risk metrics are not available for this fund.

Fees
Nil
₹5,000
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