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 |
---|---|---|
0.76 | 54.20 | 2.28 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.24 | 51.79 | 2.18 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
Nifty500 Multicap 50:25:25 - TRI |
Multi Cap funds invest in stocks across market capitalization. They invest at least 65% of their assets across large cap, mid cap and small cap companies. These funds are relatively less riskier than small cap funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Multi-Cap Fund | 40.51% | 18.84% | 24.69% |
Nippon India Multi Cap Fund | 45.90% | 27.45% | 18.51% |
SBI Multicap Fund | 40.82% | — | 23.85% |
HDFC Multi Cap Fund | 43.17% | — | 28.22% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
4.14 %
Holdings
2.95 %
Holdings
2.83 %
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
90
Total AUM
₹ 3,77,444.10 Cr.
Dhaval Shah
AUM: ₹12,744.75 Cr.
|
Exp: —
Harshil Suvarnkar
AUM: ₹45,122.60 Cr.
|
Exp: 10yrs
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
Aditya Birla Sun Life Multi-Cap Fund NFO - Mahesh Patil | Aditya Birla Sun Life AMC Limited
3 years ago•Groww Mutual fund
NFO:ADITYA BIRLA SUN LIFE MULTI CAP FUND REVIEWED|BEST MULTI CAP FUNDS|
3 years ago•Invest Empires
Aditya Birla Sun Life Multi-Cap Fund NFO 2021 | ABSL NFO 2021 | आदित्य बिड़ला सन लाइफ मल्टी-कैप फंड
3 years ago•ZFunds
Returns
Fund has been able to generate better returns compared to other funds in the same category