Return

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  • 1Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

151 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 3 Growth include a 10.6 NAV as of Sep 09,2020 and returns since inception of -5.36%. Minimum investments start at SIP ₹0. The Aditya Birla Sun Life Resurgent India Fund - Series 3 Growth AUM is ₹151 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 1.83% 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(%)
1M1.830.9618.97
6M-0.751.2264.49
1Y0.284.42137.57
3Y-1.8212.93202.94

Portfolio Analysis

  • Equity: 87.16%
  • Debt: 12.82%
  • Others
As on: 2020-08-31
View allocation % by

1. ICICI Bank Limited8.75%
2. HDFC Bank Limited6.65%
3. Axis Bank Limited3.63%
4. Bajaj Finance Limited1.55%
5. Cholamandalam Investment and Finance Company Limited1.54%
6. Cholamandalam Financial Holdings Limited1.16%
7. IndusInd Bank Limited1.09%
8. Muthoot Capital Services Limited0.44%
9. Aditya Birla Capital Limited0.07%
10. Satin Creditcare Network Limited0.05%

1. Dabur India Limited3.46%
2. Kansai Nerolac Paints Limited3.42%
3. Colgate Palmolive (India) Limited3.01%
4. Tata Consumer Products Limited2.83%
5. Godrej Consumer Products Limited2.38%
6. Akzo Nobel India Limited2.12%
7. Jyothy Laboratories Limited2.09%
8. Marico Limited1.71%

1. Reliance Industries Limited8.90%
2. Gujarat State Petronet Limited1.95%

1. MRF Limited2.50%
2. Ashok Leyland Limited1.80%
3. Mahindra & Mahindra Limited1.61%
4. Sundram Fasteners Limited1.05%
5. Bharat Forge Limited0.34%
6. Hero MotoCorp Limited0.00%

1. V-Mart Retail Limited1.04%
2. Aditya Birla Fashion and Retail Limited0.99%
3. Shoppers Stop Limited0.84%

1. Bharti Airtel Limited2.82%

1. Container Corporation of India Limited1.34%
2. DLF Limited1.05%

1. Crompton Greaves Consumer Electricals Limited1.17%
2. Schaeffler India Limited1.13%

1. UltraTech Cement Limited1.07%
2. Dalmia Bharat Limited0.91%

1. Bayer Cropscience Limited1.93%

1. Bata India Limited1.11%

1. Pidilite Industries Limited1.02%

1. Narayana Hrudayalaya Limited1.01%

About Fund

Aditya Birla Sun Life Resurgent India Fund - Series 3 Growth managed by Aditya Birla Sun Life Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹151 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.

Fund Managers

Chanchal Khandelwal

Ms. Chanchal Khandelwal has done B.Com.(H) from Shri Ram College of Commerce (Delhi) and MBA(Finance) from Xavier Institute of Management, Bhubaneshwar. Prior to joining BSLAMC,he has worked with Aditya Birla Retail Limited(February 2007- May 2008) and Aditya Birla Management Corporation Ltd. (December 2005- February 2007).

Peer Comparison

Fund Name1Y3Y
This FundSundaram Select Micro Cap Series XII Growth16.7692-12.5513
This FundAditya Birla Sun Life Resurgent India Fund - Series 3 Growth0.2838-5.3571
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

Aditya Birla Sun Life Resurgent India Fund - Series 3 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 3 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 3 Growth’s fund performance is as follows:
  • 1 Month : 1.83%
  • 6 Months : -0.75%
  • 1 Year : 0.28%
  • 3 Years : -1.82%
Returns of Aditya Birla Sun Life Resurgent India Fund - Series 3 Growth are updated daily based on NAV of ₹ 10.6 as on Sep 09,2020. Since inception, the return has been -5.36%.

You can invest in Aditya Birla Sun Life Resurgent India Fund - Series 3 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 3 Growth is ₹151 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Resurgent India Fund - Series 3 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