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

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  • Net Change on 17-07-2019

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Fund Overview Growth | Regular 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 0.08 -6.30 -5.42 6.24 9.37 18.61

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 - Growth Option Jun 25, 2007 -4.35 8.43 12.90 22,599.42
Franklin India Prima Fund-Growth Dec 01, 1993 0.30 7.96 13.54 7,168.59
Reliance Growth Fund-Growth Plan-Growth Option Oct 08, 1995 5.63 9.75 11.28 6,749.63
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 1.90 9.30 13.57 6,302.32
Sundaram Midcap Fund -Growth Jul 19, 2002 -4.82 6.50 11.78 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 ₹0.03(0.22%)yesterday to ₹13.77.

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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