INDProtect

Overview (as on 06 Jan 2021)

NAV

₹11.65

1y returns

17.085%

Fund AUM

₹281 Cr

Expense Ratio

0.63%

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

Asset Allocation

Sector Allocation
Financial Services
29.10%
Defensive
17.60%
Consumer
16.04%
Basic Materials
9.22%
Energy
7.26%
Industrials
6.80%
Communication
5.30%
Tech
3.09%
Health
2.38%
Utilities
2.18%
Real Estate
1.02%
Size Breakup
Large Cap
55.55%
Mid Cap
36.66%
Small Cap
7.79%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Holdings

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 Birla Sun Life Resurgent India Fund Series 4 Direct Plan Growth
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
14 July, 2017
Fund Manager
Jayesh Gandhi
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

Peer Funds

Aditya Birla Sun Life Resurgent India Fund Seri...

NAV

₹11.65

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Jayesh Gandhi
Jayesh Gandhi

leader

Qualifications
C.A., C.F.A., Master of International Management
Work Experience
"Jayesh joined Morgan Stanley Investment Management Private Limited as part of the Investment Team in August 2007. Prior to joining Morgan Stanley, he worked with Birla Sun Life Asset Management Company Ltd from September 2004 to July 2007 and was the designated Fund Manager of certain equity funds. He worked with Zacks Investment Research, Chicago, USA, Think Values, Salt Lake City, USA, J V Gokal Finance & Investments Private Limited, J M Shares and Stock Brokers and Dalal Street Communication. He has over 12 years of experience in investment management and equity research"
Chanchal Khandelwal
Chanchal Khandelwal

leader

Work Experience
"null"

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