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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹78 Cr

Lock In Period

N/A

Expense Ratio

1.33

Benchmark

BSE 200 Total Return

Exit Load

Nil

Summary

Latest details for Aditya Birla Sun Life Resurgent India Fund - Series 2 Growth include a ₹8.8 NAV as of May 26,2020 and returns since inception of -28.74%. Minimum investments start at SIP ₹0. The Aditya Birla Sun Life Resurgent India Fund - Series 2 Growth AUM is ₹78 Cr, with a lock-in of N/A years, expense ratio of 1.33%, and benchmark BSE 200 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -1.23% returns, against a category average of 0.96% and a category best of 18.97%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.230.9618.97
6M-29.201.2264.49
1Y-27.874.42137.57
3Y-10.6812.93202.94

Portfolio Analysis

  • Equity: 85.16%
  • Debt: 14.86%
  • Others
As on: 2020-04-30
View allocation % by

1. ICICI Bank Limited6.55%
2. Bajaj Finance Limited4.73%
3. HDFC Bank Limited4.25%
4. Axis Bank Limited3.01%
5. Bajaj Finserv Limited2.87%
6. Kotak Mahindra Bank Limited2.60%
7. Housing Development Finance Corporation Limited1.96%
8. IndusInd Bank Limited0.26%

1. Reliance Industries Limited11.22%

1. Maruti Suzuki India Limited2.39%
2. MRF Limited2.32%
3. TVS Motor Company Limited1.26%
4. Ashok Leyland Limited0.80%

1. Voltas Limited6.45%

1. Tata Consumer Products Limited3.77%
2. Marico Limited1.10%
3. Emami Limited0.99%

1. Shree Cement Limited3.40%
2. The Ramco Cements Limited0.92%
3. Dalmia Bharat Limited0.73%

1. Natco Pharma Limited4.71%

1. ICICI Lombard General Insurance Company Limited3.29%

1. UPL Limited2.01%
2. Bayer Cropscience Limited0.80%

1. Oberoi Realty Limited1.35%
2. Container Corporation of India Limited1.23%

1. K.P.R. Mill Limited1.53%
2. Bata India Limited0.78%

1. Larsen & Toubro Limited1.72%

1. Titan Company Limited1.49%

1. Bajaj Electricals Limited1.21%

1. Aditya Birla Fashion and Retail Limited1.11%

About Fund

Aditya Birla Sun Life Resurgent India Fund - Series 2 Growth managed by Aditya Birla Sun Life Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹78 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 1.33. 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
This FundSundaram Select Micro Cap Series VIII Growth089.53 CR1.41
This FundAditya Birla Sun Life Resurgent India Fund - Series 2 Growth078.37 CR1.33
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundSundaram Select Micro Cap Series VIII Growth-11.1425-29.1322
This FundAditya Birla Sun Life Resurgent India Fund - Series 2 Growth-27.8689-28.7449
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

Aditya Birla Sun Life Resurgent India Fund - Series 2 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 2 Growth is 1.33. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Resurgent India Fund - Series 2 Growth’s fund performance is as follows:
  • 1 Month : -1.23%
  • 6 Months : -29.20%
  • 1 Year : -27.87%
  • 3 Years : -10.68%
Returns of Aditya Birla Sun Life Resurgent India Fund - Series 2 Growth are updated daily based on NAV of ₹ 8.8 as on May 26,2020. Since inception, the return has been -28.74%.

You can invest in Aditya Birla Sun Life Resurgent India Fund - Series 2 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 2 Growth is ₹78 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Resurgent India Fund - Series 2 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