Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.84 | 49.50 | 2.30 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.22 | 48.38 | 2.19 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Flexi Cap Fund(IDCW) | 29.09% | 8.32% | 11.75% |
HDFC Flexi Cap Fund(IDCW) | 32.45% | 14.37% | 6.79% |
Kotak Flexicap Fund(IDCW-Payout) | 34.38% | 16.37% | 13.97% |
UTI Flexi Cap Fund(IDCW) | 28.73% | 6.82% | 12.91% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Equity
Others
Holdings
7.03 %
Holdings
5.44 %
Holdings
3.66 %
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
No.of Schemes
89
Total AUM
₹ 3,68,528.04 Cr.
Harish krishnan
AUM: ₹35,158.95 Cr.
|
Exp: 9yrs
Data not available
Mr. Harish has 9 years of experience spread over Equity Research and Fund Management. He is currently managing Kotak 50. Prior to joining Kotak Mutual Fund, he was based out of Singapore and Dubai, managing Kotak's offshore funds. He has also worked at Infosys Technologies Ltd in his earlier stint. Harish is a Bachelor of Technology (Electronics & Communications) from Government Engineering College, Trichur, a post Graduate in Management from Indian Institute of Management, Kozhikode and a Chartered Financial Analyst from the CFA Institute. On the personal front, he has a passion for travel, reading and technology.
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Fund has been able to generate better returns compared to other funds in the same category