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
-9.00% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Equity (98.27%)
Debt & Cash (1.73%)
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
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Clearing Corporation Of India Limited
Cash
2.37%
Net Receivables / (Payables)
Cash
0.20%
- Aditya Birla Fashion and Retail Ltd Ordinary Shares (Partly Paid Rs.5)
Consumer Cyclical
Equity
0.12%
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
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 0.63% | 17.09% | |
| Regular | 1.34% | 16.28% |
Peer Funds
Aditya Birla Sun Life Resurgent India Fund Seri...
NAV
₹11.65
INDmoney Analysis
Return Score
Average
Risk Score
Excellent
Fund is in Top 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
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
leader
Work Experience
"null"
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