Aditya Birla Sun Life India Opportunities Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life India Opportunities Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹1000

AUM (Fund size)

₹216 Cr

Lock In Period

N/A

Expense Ratio

2.88

Exit Load

For redemption / switch-out of units within 365 days from the date of allotment: 1.00% of applicable NAV. For redemption / switch-out of units after 365 days from the date of allotment: Nil.

Benchmark

Nifty 500

Aditya Birla Sun Life India Opportunities Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.577.74
6M0.001.9964.49
1Y0.004.19137.57
3Y0.0012.50202.94

Portfolio Analysis

  • Equity: 96.07%
  • Debt: 3.94%
  • Others
As on: 2018-05-31
View allocation % by

1. Tech Mahindra Limited9.42%
2. HCL Technologies Limited7.60%
3. Infosys Limited7.14%
4. KPIT Technologies Limited6.21%
5. Honeywell Automation India Limited5.51%
6. Larsen & Toubro Infotech Limited4.04%
7. Majesco Limited3.71%
8. Persistent Systems Limited3.66%
9. Sonata Software Limited3.46%
10. Cyient Limited1.73%

1. Sanofi India Limited4.18%
2. Aurobindo Pharma Limited2.84%
3. Dr. Reddy's Laboratories Limited2.43%
4. Sun Pharmaceutical Industries Limited2.34%
5. Lupin Limited2.18%

1. WABCO India Limited3.46%
2. Bajaj Auto Limited2.55%
3. Bharat Forge Limited2.11%
4. Balkrishna Industries Limited1.05%

1. Sterlite Technologies Limited5.36%

1. AIA Engineering Limited2.15%
2. Hindalco Industries Limited1.30%
3. Vedanta Limited1.04%

1. Arvind Limited1.40%
2. K.P.R. Mill Limited0.82%

1. Reliance Industries Limited2.14%

1. Cummins India Limited1.79%

1. UPL Limited1.64%

1. Hindustan Zinc Limited1.58%
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About Fund Aditya Birla Sun Life India Opportunities Fund Growth

Aditya Birla Sun Life India Opportunities Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹216 Crore. The fund benchmarks its performance against the Nifty 500 while maintaining an expense ratio of 2.88. Under the expert guidance of Kunal Sangoi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Kunal Sangoi

Mr. Kunal Sangoi holds C.A., B.Com. He has overall experience of around 7 years in the Financial markets. Prior to joining BSLAMC, he has worked with Edelweiss Financial Services Limited.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Union Retirement Fund Growth0209 CR2.71
ICICI Prudential Bharat Consumption Fund - Series 4 Growth0623 CR1.39
ICICI Prudential Value Fund - Series 19 Growth02,594 CR1.37
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundUnion Retirement Fund Growth7.070148.3672
This FundICICI Prudential Bharat Consumption Fund - Series 4 Growth18.364150.6122
This FundICICI Prudential Value Fund - Series 19 Growth60.377450.8351
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Aditya Birla Sun Life India Opportunities Fund Growth FAQs

Aditya Birla Sun Life India Opportunities Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life India Opportunities Fund Growth is 2.88. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life India Opportunities Fund Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Aditya Birla Sun Life India Opportunities Fund Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Aditya Birla Sun Life India Opportunities Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life India Opportunities Fund Growth is ₹216 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life India Opportunities Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.