Aditya Birla Sun Life Capital Protection Oriented Fund - Series 30 - Growth - Direct Plan

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  • Net Change on 22-04-2019

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Fund Overview Growth | Direct Plan

  • Fund House

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

To seek capital protection by investing in fixed income securities maturing on or before the tenure of the scheme and seeking capital appreciation by investing in equity and equity related instruments.The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
CRISIL Hybrid 85+15 - Conservative Index 1.66 3.51 10.81 9.14 9.52 8.79

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Holdings as on 31-March-2019

  • Clearing Corporation of India Limited

  • Net Receivables / (Payables)

  • HDFC Bank Limited

  • Infosys Limited

  • Repco Home Finance Limited

  • Power Grid Corporation of India Limited

  • City Union Bank Limited

  • Kotak Mahindra Bank Limited

  • IndusInd Bank Limited

  • VST Industries Limited

  • Hindustan Petroleum Corporation Limited

  • Bajaj Electricals Limited

  • Hindustan Zinc Limited

  • Larsen & Toubro Limited

  • The Ramco Cements Limited

  • Cummins India Limited

  • Sanofi India Limited

  • Petronet LNG Limited

  • Gulf Oil Lubricants India Limited

  • Bandhan Bank Limited

  • Whirlpool of India Limited

  • Marico Limited

  • Eris Lifesciences Limited

  • J.Kumar Infraprojects Limited

  • Tata Steel Limited

  • Mahindra & Mahindra Limited

  • Kewal Kiran Clothing Limited

  • Maruti Suzuki India Limited

  • Shriram Transport Finance Company Limited

  • Aurobindo Pharma Limited

  • Crompton Greaves Consumer Electricals Limited

  • Hindalco Industries Limited

  • Atul Auto Limited

  • Hero MotoCorp Limited

  • Ashok Leyland Limited

  • Grasim Industries Limited

  • CARE Ratings Limited

  • Aditya Birla Capital Limited

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  • Miscellaneous

  • Bank - Private

  • Consumer Durables - Domestic Appliances

  • Pharmaceuticals & Drugs

  • IT - Software

  • Finance - Housing

  • Power Generation/Distribution

  • Engineering - Construction

  • Metal - Non Ferrous

  • Cigarettes/Tobacco

  • Automobiles - Passenger Cars

  • Refineries

  • Automobile Two & Three Wheelers

  • Cement & Construction Materials

  • Diesel Engines

  • Industrial Gases & Fuels

  • Lubricants

  • Consumer Food

  • Finance - NBFC

  • Steel & Iron Products

  • Textile

  • Automobiles-Trucks/Lcv

  • Diversified

  • Ratings

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About Aditya Birla Sun Life Capital Protection Oriented Fund - Series 30

Scheme Analysis

Aditya Birla Sun Life Capital Protection Oriented Fund - Series 30 is a Capital Protection fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 16-Mar-2016 and currently has an AUM of ₹25.36 crore. Aditya Birla Sun Life Capital Protection Oriented Fund - Series 30 is benchmarked against CRISIL Hybrid 85+15 - Conservative Index as primary index.

The NAV of Aditya Birla Sun Life Capital Protection Oriented Fund - Series 30 ended up ₹0.01(0.06%)yesterday to ₹12.30.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Limited, Net Receivables / (Payables) and HDFC Bank Limited

The Aditya Birla Sun Life Capital Protection Oriented Fund - Series 30 is managed by Vineet Maloo and Mohit Sharma.

Fund House Contact

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111

Fund Manager

  • Education:PGDCM - IIM (Calcutta), B. Tech IIT (Madras)
  • Experience:10
  • Basic Details:He has around 10 years of experience of which 7 years are in financial markets. He joined Birla Sun Life Asset Management Co. Ltd in October 2015. Prior to joining Birla Sun Life Asset Management Co. Ltd, he ran his own healthcare- tech business (June 2012 - May 2015). He has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in theEquity Research in Irevna Ltd (June 2005 - June 2006).
  • Funds Managed:
  • Aditya Birla Sun Life Balanced Advantage Fund
  • Aditya Birla Sun Life Low Duration Fund
  • Aditya Birla Sun Life Money Manager Fund
  • Cash

  • Equity

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