Return

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹1000

AUM (Fund size)

297 Cr

Lock In Period

N/A

Expense Ratio

1.35

Benchmark

BSE 200 Total Return

Exit Load

Nil

Summary

Latest details for Aditya Birla Sun Life Resurgent India Fund - Series 4 Growth include a 11.21 NAV as of Jan 06,2021 and returns since inception of 4.77%. Minimum investments start at SIP ₹0. The Aditya Birla Sun Life Resurgent India Fund - Series 4 Growth AUM is ₹297 Cr, with a lock-in of N/A years, expense ratio of 1.35%, and benchmark BSE 200 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 4.09% returns, against a category average of -0.29% and a category best of 12.47%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.09-0.2912.47
6M25.961.6864.49
1Y16.294.31137.57
3Y1.5610.92202.94

Portfolio Analysis

  • Equity: 77.28%
  • Debt: 22.71%
  • Others
As on: 2020-12-31
View allocation % by

1. ICICI Bank Limited9.72%
2. HDFC Bank Limited5.44%
3. Cholamandalam Investment and Finance Company Limited2.28%
4. Axis Bank Limited2.09%
5. IndusInd Bank Limited2.05%
6. Bajaj Finance Limited1.91%
7. State Bank of India1.07%
8. ICICI Securities Limited1.01%
9. UTI ASSET MANAGEMENT COMPANY Limited0.40%

1. Tata Consumer Products Limited2.98%
2. Dabur India Limited2.68%
3. Godrej Consumer Products Limited2.27%
4. Akzo Nobel India Limited2.12%
5. Emami Limited1.96%
6. Colgate Palmolive (India) Limited1.80%
7. Gillette India Limited0.97%
8. Jyothy Laboratories Limited0.11%

1. Motherson Sumi Systems Limited2.02%
2. Mahindra & Mahindra Limited1.65%
3. Ashok Leyland Limited1.61%
4. MRF Limited1.53%
5. Bharat Forge Limited1.08%
6. Hero MotoCorp Limited0.93%
7. Sundram Fasteners Limited0.11%

1. Reliance Industries Limited5.27%
2. Gujarat State Petronet Limited1.53%
3. Bharat Petroleum Corporation Limited0.91%

1. Bharti Airtel Limited3.65%

1. Crompton Greaves Consumer Electricals Limited1.14%
2. Bharat Electronics Limited1.11%
3. Schaeffler India Limited0.61%

1. Shoppers Stop Limited1.24%
2. Aditya Birla Fashion and Retail Limited0.82%

1. Bayer Cropscience Limited1.87%

1. Zee Entertainment Enterprises Limited1.50%
2. Sun TV Network Limited0.34%

1. ACC Limited1.63%

1. Whirlpool of India Limited1.61%

1. Larsen & Toubro Limited1.30%

About Fund

Aditya Birla Sun Life Resurgent India Fund - Series 4 Growth managed by Aditya Birla Sun Life Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹297 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 1.35. 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 FundSBI Equity Opportunities Fund - Series I Growth4.39514.0051
This FundAditya Birla Sun Life Resurgent India Fund - Series 4 Growth16.28634.7664
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

Aditya Birla Sun Life Resurgent India Fund - Series 4 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 4 Growth is 1.35. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Resurgent India Fund - Series 4 Growth’s fund performance is as follows:
  • 1 Month : 4.09%
  • 6 Months : 25.96%
  • 1 Year : 16.29%
  • 3 Years : 1.56%
Returns of Aditya Birla Sun Life Resurgent India Fund - Series 4 Growth are updated daily based on NAV of ₹ 11.21 as on Jan 06,2021. Since inception, the return has been 4.77%.

You can invest in Aditya Birla Sun Life Resurgent India Fund - Series 4 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 4 Growth is ₹297 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Resurgent India Fund - Series 4 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