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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹1000

AUM (Fund size)

₹331 Cr

Lock In Period

N/A

Expense Ratio

1.32

Benchmark

BSE 200 Total Return

Exit Load

Nil

Summary

Latest details for Aditya Birla Sun Life Resurgent India Fund - Series 5 Growth include a ₹12.1 NAV as of Apr 05,2021 and returns since inception of 19.21%. Minimum investments start at SIP ₹0. The Aditya Birla Sun Life Resurgent India Fund - Series 5 Growth AUM is ₹331 Cr, with a lock-in of N/A years, expense ratio of 1.32%, and benchmark BSE 200 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -3.59% returns, against a category average of -2.24% and a category best of 7.74%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-3.59-2.247.74
6M29.551.0164.49
1Y56.945.68137.57
3Y6.0313.26202.94

Portfolio Analysis

  • Equity: 94.22%
  • Debt: 5.77%
  • Others
As on: 2021-02-28
View allocation % by

1. ICICI Bank Limited9.63%
2. HDFC Bank Limited4.66%
3. Axis Bank Limited3.25%
4. Cholamandalam Investment and Finance Company Limited2.71%
5. IndusInd Bank Limited2.18%
6. Housing Development Finance Corporation Limited1.61%
7. Cholamandalam Financial Holdings Limited1.52%
8. State Bank of India1.40%
9. ICICI Securities Limited0.81%
10. Bajaj Finance Limited0.75%
11. DCB Bank Limited0.52%
12. UTI ASSET MANAGEMENT COMPANY Limited0.38%
13. Muthoot Capital Services Limited0.26%

1. Tata Consumer Products Limited2.90%
2. Akzo Nobel India Limited2.43%
3. Dabur India Limited2.40%
4. Emami Limited1.92%
5. Godrej Consumer Products Limited1.63%
6. Bajaj Consumer Care Ltd1.42%
7. Jyothy Laboratories Limited1.30%
8. Zydus Wellness Limited0.88%
9. Colgate Palmolive (India) Limited0.58%

1. Motherson Sumi Systems Limited3.42%
2. MRF Limited2.52%
3. Ashok Leyland Limited1.92%
4. Mahindra & Mahindra Limited1.68%
5. Sundram Fasteners Limited1.28%
6. Bharat Forge Limited1.15%
7. Hero MotoCorp Limited0.88%

1. Reliance Industries Limited4.22%
2. Gujarat State Petronet Limited1.27%
3. Bharat Petroleum Corporation Limited0.95%

1. V-Mart Retail Limited2.71%
2. Shoppers Stop Limited1.80%
3. Aditya Birla Fashion and Retail Limited0.75%

1. Bharti Airtel Limited3.59%

1. Crompton Greaves Consumer Electricals Limited1.33%
2. Bharat Electronics Limited1.02%
3. Schaeffler India Limited0.78%

1. ACC Limited1.53%
2. Dalmia Bharat Limited1.29%

1. Whirlpool of India Limited2.39%

1. Bayer Cropscience Limited2.34%

1. Narayana Hrudayalaya Limited1.01%
2. Fortis Healthcare Limited0.95%

1. Amber Enterprises India Limited1.83%

1. Larsen & Toubro Limited1.29%

About Fund

Aditya Birla Sun Life Resurgent India Fund - Series 5 Growth managed by Aditya Birla Sun Life Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹331 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 1.32. Under the expert guidance of Chanchal Khandelwal ,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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundICICI Prudential Value Fund - Series 15 Growth0702.81 CR1.41
This FundICICI Prudential Value Fund - Series 10 Growth0149.93 CR1.38
This FundAditya Birla Sun Life Resurgent India Fund - Series 5 Growth0331.16 CR1.32
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundICICI Prudential Value Fund - Series 15 Growth17.050718.4701
This FundICICI Prudential Value Fund - Series 10 Growth6.636818.5444
This FundAditya Birla Sun Life Resurgent India Fund - Series 5 Growth56.93919.2118
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

Aditya Birla Sun Life Resurgent India Fund - Series 5 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 Resurgent India Fund - Series 5 Growth is 1.32. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Resurgent India Fund - Series 5 Growth’s fund performance is as follows:
  • 1 Month : -3.59%
  • 6 Months : 29.55%
  • 1 Year : 56.94%
  • 3 Years : 6.03%
Returns of Aditya Birla Sun Life Resurgent India Fund - Series 5 Growth are updated daily based on NAV of ₹ 12.1 as on Apr 05,2021. Since inception, the return has been 19.21%.

You can invest in Aditya Birla Sun Life Resurgent India Fund - Series 5 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 Resurgent India Fund - Series 5 Growth is ₹331 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Resurgent India Fund - Series 5 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500