Aditya Birla Sun Life Emerging Leaders Fund - Series 3 - Growth - Direct Plan

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  • Net Change on 03-04-2019

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The primary objective of the Scheme is to generate long-term capital appreciation by investing predominantly in equity and equity related securities of Small & Mid Cap companies. 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
S&P BSE Mid-Cap -1.79 5.47 -4.57 10.85 11.51 19.00

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

Peer Fund Comparison

Scheme Name Launch Date 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Baroda Mid-cap Fund- Plan B (Direct) - Growth Option Oct 04, 2010 -8.32 12.04 -0.38 47.77
DHFL Pramerica Midcap Opportunities Fund - Direct Plan - Growth Option Dec 02, 2013 -6.49 8.25 8.53 121.40
Invesco India Midcap Fund - Direct Plan - Growth Option Apr 19, 2007 1.59 13.12 14.59 349.34
Quant Mid Cap Fund-Growth Option-Direct Plan Feb 26, 2001 -1.11 7.13 9.11 12.29
Taurus Discovery (Midcap) Fund-Direct Plan-Growth Option Sep 05, 1994 -3.66 14.20 13.99 51.98

Fund Holdings as on 31-March-2019

  • Clearing Corporation of India Limited

  • Gujarat Alkalies and Chemicals Limited

  • Chennai Petroleum Corporation Limited

  • Deepak Nitrite Limited

  • Apollo Hospitals Enterprise Limited

  • MRF Limited

  • NCC Limited

  • Bandhan Bank Limited

  • Asian Paints Limited

  • K.P.R. Mill Limited

  • Hindustan Unilever Limited

  • Satin Creditcare Network Limited

  • Net Receivables / (Payables)

  • Jamna Auto Industries Limited

  • Thomas Cook (India) Limited

  • Bata India Limited

  • Arvind Fashions Limited **

  • ACC Limited

  • Ambuja Cements Limited

  • L&T Finance Holdings Limited

  • Arvind Limited

  • The Anup Engineering Limited **

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  • Chemicals

  • Miscellaneous

  • Retailing

  • Cement & Construction Materials

  • Textile

  • Refineries

  • Hospital & Healthcare Services

  • Tyres & Allied

  • Engineering - Construction

  • Bank - Private

  • Paints

  • Household & Personal Products

  • Finance Term Lending

  • Auto Ancillary

  • Travel Services

  • Finance - NBFC

  • Engineering

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About Aditya Birla Sun Life Emerging Leaders Fund - Series 3

Scheme Analysis

Aditya Birla Sun Life Emerging Leaders Fund - Series 3 is a Equity - Mid Cap Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 08-Jul-2014 and currently has an AUM of ₹21.82 crore. Aditya Birla Sun Life Emerging Leaders Fund - Series 3 is benchmarked against S&P BSE Mid-Cap as primary index.

The NAV of Aditya Birla Sun Life Emerging Leaders Fund - Series 3 ended down ₹-0.09(-0.6%)yesterday to ₹14.86.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Limited, Gujarat Alkalies and Chemicals Limited and Chennai Petroleum Corporation Limited

The Aditya Birla Sun Life Emerging Leaders Fund - Series 3 is managed by Mahesh Patil and Milind Bafna.

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
connect@birlasunlife.com
022-43568110/ 8111

Fund Manager

  • Cash

  • Equity

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