ABAditya Birla SL MFRegular · Growth

Aditya Birla Sun Life Resurgent India Fund - Series 5 - Regular Plan - Growth

Multi Cap FundEquity - Multi Cap FundBenchmark: BSE 200
NAV · 05 Apr 2021₹12.100.00%
AUM₹328 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 Equity45.2%
Cash & Equivalents54.8%
Fund Managers
CK
Chanchal Khandelwal
Fund Manager
Key Information
₹1,000
Nil
Inception09 Oct 2017
AMCAditya Birla SL MF
Top Holdings
1Clearing Corporation of India Limited41.74%
2Net Receivables / (Payables)13.08%
3ICICI Bank LimitedBANKS9.49%
4HDFC Bank LimitedBANKS4.58%
5Reliance Industries LimitedPETROLEUM PRODUCTS3.86%
6Motherson Sumi Systems LimitedAUTO ANCILLARIES3.25%
7Axis Bank LimitedBANKS3.16%
8Tata Consumer Products LimitedCONSUMER NON DURABLES3.08%
9Bharti Airtel LimitedTELECOM - SERVICES2.36%
10Ashok Leyland LimitedAUTO1.71%
Sector Allocation
Other54.8%
BANKS18.5%
PETROLEUM PRODUCTS4.8%
AUTO3.4%
AUTO ANCILLARIES3.3%
CONSUMER NON DURABLES3.1%
TELECOM - SERVICES2.4%
FINANCE2.3%
CEMENT & CEMENT PRODUCTS1.7%
CONSTRUCTION PROJECT1.3%
HEALTHCARE SERVICES1.2%
TRANSPORTATION1.0%
RETAILING1.0%
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