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

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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

Asset Allocation

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

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

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Anil Shah
Anil Shah

leader

Work Experience
"null"

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