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Aditya Birla SL Multi-Cap Fund

Growth
EquityMulti Cap Fund
Large-size FundAssets Under Mgmt: ₹ 6,234 Cr
Very High RiskPrinciple investment will be at very high risk
21.030.05% (+0.01)

Price Chart

High
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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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EquityMulti Cap Fund
Large-size FundAssets Under Mgmt: ₹ 6,234 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.7956.011.73
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2750.841.56

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 90D Nil after 90D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
Nifty500 Multicap 50:25:25 - TRI

About Multi Cap Fund

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.

Peers & Comparison

Comparing 3 mutual funds from 
EquityMulti Cap Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Aditya Birla SL Multi-Cap Fund30.70%18.34%22.97%
Nippon India Multi Cap Fund34.88%27.40%18.14%
SBI Multicap Fund32.12%21.96%
HDFC Multi Cap Fund29.98%25.87%

Price Comparison

Compare Aditya Birla SL Multi-Cap Fund with any MF, ETF, stock or index
Compare Aditya Birla SL Multi-Cap Fund with any MF, ETF, stock or index
Aditya Birla SL Multi-Cap Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity3.10%96.90%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+30 moreAuto PartsElectrical Components & EquipmentsIT Services & ConsultingPharmaceuticalsPrivate Banks64.97 %5.31 %5.33 %6.26 %7.34 %10.80 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2416.37%16.63%10.62%12.52%11.56%10.80%
Private Banks as a % of total holdings for last six quarters
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Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.25 %

    Holdings

    4.40 %

    0.25 %
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.28 %

    Holdings

    3.06 %

    0.28 %
  • Infosys Ltd
    INFY
    3M change : -0.13 %

    Holdings

    3.04 %

    -0.13 %

AMC Profile

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

    93

  • Total AUM

    ₹ 3,75,775.80 Cr.

Fund Manager Profile

Abhinav Khandelwal

AUM:  ₹11,393.65 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Harshil Suvarnkar

AUM:  ₹45,577.88 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Dhaval Joshi

AUM:  ₹67,106.27 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 15yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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