ABAditya Birla SL MFRegular · IDCW

Aditya Birla Sun Life Resurgent India Fund - Series 3 - Regular Plan - Dividend

Multi Cap FundEquity - Multi Cap FundBenchmark: BSE 200
NAV · 09 Sep 2020₹9.730.00%
AUM₹149 Crfrom this fund's primary plan
Expense Ratio
CAGR
Exit Load
Min SIP
Launched2017

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

Equity & Equity related securities80%–100%
Money Market & Debt instruments0%–20%
Asset Allocation
Domestic Equity86.8%
Cash & Equivalents12.8%
Other0.4%
Fund Managers
CK
Chanchal Khandelwal
Fund Manager
Key Information
₹5,000
Nil
Inception15 Mar 2017
AMCAditya Birla SL MF
Top Holdings
1ICICI Bank Ltd.Bank8.75%
2Reliance Industries Ltd.Crude Oil8.58%
3Clearing Corporation of India LimitedFinance8.28%
4HDFC Bank Ltd.Bank6.65%
5Net Receivables / (Payables)Others4.54%
6Axis Bank Ltd.Bank3.63%
7Dabur India Ltd.FMCG3.46%
8Kansai Nerolac Paints Ltd.Chemicals3.42%
9Colgate-Palmolive (India) Ltd.FMCG3.01%
10Tata Consumer Products Ltd.Agri2.83%
Sector Allocation
Bank20.1%
FMCG13.8%
Finance13.1%
Crude Oil8.9%
Chemicals8.5%
Automobile & Ancillaries8.4%
Others4.5%
Retailing2.9%
Agri2.8%
Telecom2.8%
Business Services2.0%
Construction Materials2.0%
Gas Transmission2.0%
Consumer Durables1.9%
Realty1.6%
Logistics1.3%
Healthcare1.0%
Infrastructure0.9%
Power0.5%
Media & Entertainment0.4%
Hospitality0.3%
Diversified0.2%
Trailing Returns
PeriodReturns
1 Day0.00%
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