Overview (as on 26 Feb 2021)
NAV
₹927.12
1y returns
20.799%
Fund AUM
₹12,131 Cr
Expense Ratio
1.76%
Min SIP
₹100
Min Lumpsum
₹100
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 (97.30%)
Debt & Cash (2.70%)
Sector Allocation
Financial Services
31.40%
Health
15.13%
Tech
13.20%
Basic Materials
12.99%
Communication
9.25%
Consumer
6.17%
Defensive
5.50%
Industrials
3.11%
Energy
2.00%
Utilities
1.26%
Size Breakup
Large Cap
63.95%
Mid Cap
29.57%
Small Cap
6.48%
Key Metrics
Beta
1.02
Std deviation
20.01%
Sharpe Ratio
0.2
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Fund Details
Investment Objectives
"An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities."
Scheme Name
Aditya Birla Sun Life Flexi Cap Fund Growth
Scheme Document
Exit Load
For 0 - 365 Days: 1%
After 365 Days : 0%
Plan Started
27 August, 1998
Fund Manager
Anil Shah
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
Peer Funds
Aditya Birla Sun Life Flexi Cap Fund Growth
NAV
₹927.12
INDmoney Analysis
Return Score
Excellent
Risk Score
Below Average
Fund is in Top 20 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Bottom 50 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Manager

Anil Shah
leader
Work Experience
"null"