ABAditya Birla SL MFRegular · Growth

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

Multi Cap FundEquity - Multi Cap FundBenchmark: BSE 200
NAV · 06 Jan 2021₹11.210.00%
AUM₹295 Cr
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
1Net Receivables / (Payables)12.43%
2Clearing Corporation of India Limited10.28%
3ICICI Bank LimitedBANKS9.72%
4HDFC Bank LimitedBANKS5.44%
5Reliance Industries LimitedPETROLEUM PRODUCTS5.03%
6Bharti Airtel LimitedTELECOM - SERVICES3.65%
7Tata Consumer Products LimitedCONSUMER NON DURABLES2.98%
8Dabur India LimitedCONSUMER NON DURABLES2.68%
9Cholamandalam Investment and Finance Company LimitedFINANCE2.28%
10Godrej Consumer Products LimitedCONSUMER NON DURABLES2.27%
Sector Allocation
Other22.7%
BANKS19.3%
CONSUMER NON DURABLES13.8%
PETROLEUM PRODUCTS5.0%
FINANCE4.2%
TELECOM - SERVICES3.6%
AUTO ANCILLARIES2.0%
PESTICIDES1.9%
AUTO1.6%
CEMENT1.6%
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