Aditya Birla Sun Life Multi-Cap Fund Direct Payout Inc Dist cum Cap Wdrl

Aditya Birla Sun Life Multi-Cap Fund Direct Payout Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 7 May, 2021. The fund is managed by Harshil Suvarnkar. The fund could potentially beat inflation in the long-run.

1. Aditya Birla Sun Life Multi-Cap Fund Direct Payout Inc Dist cum Cap Wdrl has ₹6066 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
2. The fund has an expense ratio 0.8.
   

Aditya Birla Sun Life Multi-Cap Fund Direct Payout Inc Dist cum Cap Wdrl has given a CAGR return of 18.75% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 10.38% and 21.16% respectively.

Aditya Birla Sun Life Multi-Cap Fund Direct Payout Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Consumer Defensive, Basic Materials, Health, Tech, Communication, Energy, Utilities, Real Estate. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, UltraTech Cement Ltd, Bharti Airtel Ltd, Kotak Mahindra Bank Ltd

As it is a multi-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The objective of the scheme is to achieve long term growth of capital, at commensurate levels of risk through a diversified research based investment in Large, Mid & Small cap companies. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. Aditya Birla Sun Life Multi-Cap Fund Direct Payout Inc Dist cum Cap Wdrl has no lock in period.