Aditya Birla Sun Life Emerging Leaders Fund - Series 4 - Growth - Direct Plan

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  • Net Change on 16-07-2019

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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 -1.06 -6.16 -3.25 6.30 9.70 18.63

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

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Jun 25, 2007 -7.52 8.72 12.95 22,599.42
Franklin India PRIMA FUND - Direct - Growth Dec 01, 1993 -3.22 7.94 13.52 7,168.59
Reliance Growth Fund - Direct Plan Growth Plan - Growth Oct 08, 1995 0.47 9.77 11.09 6,749.63
DSP Midcap Fund - Direct Plan - Growth Nov 14, 2006 -2.63 9.15 13.77 6,302.32
Sundaram Mid Cap Fund- Direct Plan - Growth Option Jul 19, 2002 -9.62 6.41 11.87 5,954.61

Fund Holdings as on 30-June-2019

  • Clearing Corporation of India Limited

  • Gujarat Alkalies and Chemicals Limited

  • MRF Limited

  • Thomas Cook (India) Limited

  • K.P.R. Mill Limited

  • Dabur India Limited

  • Quess Corp Limited

  • Hindustan Unilever Limited

  • Jamna Auto Industries Limited

  • Chennai Petroleum Corporation Limited

  • ICICI Bank Limited

  • Gujarat State Petronet Limited

  • State Bank of India

  • CG Power and Industrial Solutions Limited

  • Asian Paints Limited

  • Sadbhav Engineering Limited

  • Margin (Future and Options)

  • Grasim Industries Limited

  • Net Receivables / (Payables)

  • Cash and Bank

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  • Miscellaneous

  • Household & Personal Products

  • Chemicals

  • Tyres & Allied

  • Travel Services

  • Textile

  • Auto Ancillary

  • Refineries

  • Bank - Private

  • Gas Transmission/Marketing

  • Bank - Public

  • Electric Equipment

  • Paints

  • Engineering - Construction

  • Diversified

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About Aditya Birla Sun Life Emerging Leaders Fund - Series 4

Scheme Analysis

Aditya Birla Sun Life Emerging Leaders Fund - Series 4 is a Equity - Mid Cap Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 06-Aug-2014 and currently has an AUM of ₹12.99 crore. Aditya Birla Sun Life Emerging Leaders Fund - Series 4 is benchmarked against S&P BSE Mid-Cap as primary index.

The NAV of Aditya Birla Sun Life Emerging Leaders Fund - Series 4 ended up ₹0.05(0.36%)yesterday to ₹14.08.

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

The Aditya Birla Sun Life Emerging Leaders Fund - Series 4 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
022-43568110/ 8111

Fund Manager

  • Cash

  • Derivatives

  • Equity

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