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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 0.16% and a category best of 12.89%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-3.590.1612.89
6M29.551.1364.49
1Y56.944.73137.57
3Y6.0312.39202.94

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.

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 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