Aditya Birla Sun Life India Reforms Fund Growth Return

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This Fund:
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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life India Reforms Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹1000

AUM (Fund size)

₹100 Cr

Lock In Period

N/A

Expense Ratio

2.86

Exit Load

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

Benchmark

Nifty 500

Aditya Birla Sun Life India Reforms Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.1416.99
6M0.004.9564.49
1Y0.005.97137.57
3Y0.0018.28202.94

Portfolio Analysis

  • Equity: 92.07%
  • Debt: 7.93%
  • Others
As on: 2018-04-30
View allocation % by

1. Yes Bank Limited8.33%
2. HDFC Bank Limited7.78%
3. L&T Finance Holdings Limited5.20%
4. IndusInd Bank Limited4.75%
5. Repco Home Finance Limited4.51%
6. Mahindra & Mahindra Financial Services Limited3.70%
7. ICICI Bank Limited2.13%

1. Eicher Motors Limited9.36%
2. Maruti Suzuki India Limited8.82%

1. Indraprastha Gas Limited3.74%
2. Petronet LNG Limited2.27%
3. Hindustan Petroleum Corporation Limited2.13%
4. GAIL (India) Limited1.08%

1. Voltas Limited9.00%

1. Ashoka Buildcon Limited3.98%
2. Sadbhav Engineering Limited1.53%

1. Sterlite Technologies Limited4.38%

1. Tata Chemicals Limited3.06%

1. Bharat Electronics Limited1.30%
2. IFGL Refractories Limited0.52%
3. Orient Refractories Limited0.33%

1. Blue Star Limited1.50%

1. Shree Cements Limited1.36%

1. UPL Limited1.31%
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About Fund Aditya Birla Sun Life India Reforms Fund Growth

Aditya Birla Sun Life India Reforms Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹100 Crore. The fund benchmarks its performance against the Nifty 500 while maintaining an expense ratio of 2.86. Under the expert guidance of Satyabrata Mohanty ,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

Satyabrata Mohanty

Mr. Satyabrata is a Bachelor of Commerce and a Chartered Accountant. He has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management, Trading and Credit Research functions. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
L&T Focused Equity Fund Growth2946 CR2.32
ICICI Prudential Value Fund - Series 18 Growth0169 CR1.42
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundL&T Focused Equity Fund Growth-1.568639.5622
This FundICICI Prudential Value Fund - Series 18 Growth54.612240.4762
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Aditya Birla Sun Life India Reforms Fund Growth FAQs

Aditya Birla Sun Life India Reforms 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 Reforms Fund Growth is 2.86. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life India Reforms 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 Reforms 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 Reforms 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 Reforms Fund Growth is ₹100 crore. It changes based on market performance, inflows, and outflows.

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