ABAditya Birla SL MFDirect · Growth

Aditya Birla Sun Life Resurgent India Fund - Series 4 - Growth - Direct Plan

Multi Cap FundEquity - Multi Cap FundBenchmark: BSE 200
NAV · 06 Jan 2021₹11.650.00%
AUM₹295 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 Equity76.9%
Cash & Equivalents22.7%
Other0.3%
Fund Managers
CK
Chanchal Khandelwal
Fund Manager
Key Information
₹1,000
Nil
Inception12 Jul 2017
AMCAditya Birla SL MF
Top Holdings As of 31 Dec 2020 · disclosed on this fund's primary plan
1Net Receivables / (Payables)Others12.43%
2Clearing Corporation of India LimitedFinance10.28%
3ICICI Bank Ltd.Bank9.72%
4HDFC Bank Ltd.Bank5.44%
5Reliance Industries Ltd.Crude Oil5.03%
6Bharti Airtel Ltd.Telecom3.65%
7Tata Consumer Products Ltd.Agri2.98%
8Dabur India Ltd.FMCG2.68%
9Cholamandalam Investment and Finance Company Ltd.Finance2.28%
10Godrej Consumer Products Ltd.FMCG2.27%
Sector Allocation
Bank20.4%
Finance15.9%
Others12.4%
FMCG10.6%
Automobile & Ancillaries9.5%
Crude Oil6.2%
Chemicals4.0%
Telecom3.6%
Agri3.0%
Consumer Durables2.7%
Retailing2.1%
Media & Entertainment1.8%
Construction Materials1.6%
Gas Transmission1.5%
Infrastructure1.3%
Capital Goods1.1%
Power0.6%
Hospitality0.5%
Logistics0.5%
Realty0.5%
Trailing Returns
PeriodReturns
1 Day0.00%
Risk Metrics

Risk metrics are not available for this fund.

Fees
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