Overview (as on 29 Oct 2020)
NAV
₹9.33
1y returns
-1.893%
Fund AUM
₹253 Cr
Expense Ratio
2.58%
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Equity (96.05%)
Debt & Cash (3.95%)
Sector Allocation
Financial Services
26.53%
Consumer
17.11%
Defensive
15.28%
Energy
10.91%
Basic Materials
10.65%
Communication
5.87%
Industrials
4.95%
Tech
4.61%
Utilities
1.99%
Health
1.16%
Real Estate
0.95%
Size Breakup
Large Cap
60.48%
Mid Cap
32.95%
Small Cap
6.57%
Key Metrics
Beta
NA
Std deviation
NA
Sharpe Ratio
NA
Top 10 Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
Clearing Corporation Of India Limited
Low Risk
Cash
4.46%
Fund Details
Investment Objectives
"The investment objective of the scheme is to provide capital appreciation by investing primarily in equity and equity related securities that are likely to benefit from recovery in the Indian economy. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemesu2019 objectives will be achieved."
Scheme Name
Aditya BSL Resurgent India Fund - Series 5 - Regular Plan-Dividend Sweep
Scheme Document
Exit Load
After 0 Years : 0%
Plan Started
11 October, 2017
Fund Manager
Chanchal Khandelwal
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
NA
Phone
+912243568110/8111
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road
Other Related Plans
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Aditya BSL Resurgent India Fund - Series 5 - Direct Plan-GrowthNR | Direct | 0.87% | -1.12% |
| Aditya BSL Resurgent India Fund - Series 5 - Direct Plan-Dividend PayoutNR | Direct | 0.87% | -1.12% |
| Aditya BSL Resurgent India Fund - Series 5 - Direct Plan-Dividend SweepNR | Direct | 0.87% | -1.12% |
| Aditya BSL Resurgent India Fund - Series 5 - Regular Plan-Dividend PayoutNR | Regular | 2.58% | -1.89% |
Peer Funds
Aditya BSL Resurgent India Fund - Series 5 - Re...
NAV
₹9.33
INDmoney Analysis
Return Score
Below Average
Risk Score
Excellent
Fund is in Bottom 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Top 20 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Managers
Chanchal Khandelwal
Manager
Work Experience
"null"
Chanchal Khandelwal
leader
Work Experience
"null"
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