Aditya Birla Sun Life Emerging Leaders Fund - Series 7 - Dividend - Regular Plan

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  • Net Change on 17-07-2019

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Fund Overview Dividend | 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
Nifty Midcap 100 -1.61 -6.40 -6.20 6.13 9.10 15.67

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 - Dividend Option Jun 25, 2007 -4.35 8.43 12.90 22,599.42
Franklin India Prima Fund-Dividend Dec 01, 1993 0.30 7.96 13.54 7,168.59
Reliance Growth Fund-Dividend Plan-(D) Oct 08, 1995 5.63 9.75 11.28 6,749.63
DSP Midcap Fund - Regular Plan - Dividend Nov 14, 2006 1.90 9.30 13.57 6,302.32
Sundaram Midcap Fund- Regular Dividend Jul 19, 2002 -4.82 6.50 11.78 5,954.61

Fund Holdings as on 30-June-2019

  • Clearing Corporation of India Limited

  • DCB Bank Limited

  • Tata Power Company Limited

  • Gujarat State Petronet Limited

  • Cyient Limited

  • Petronet LNG Limited

  • KEC International Limited

  • Carborundum Universal Limited

  • Tata Metaliks Limited

  • GHCL Limited

  • Satin Creditcare Network Limited

  • Repco Home Finance Limited

  • The Federal Bank Limited

  • Bajaj Electricals Limited

  • Mangalore Refinery and Petrochemicals Limited

  • Jyothy Laboratories Limited

  • Apar Industries Limited

  • Nitin Spinners Limited

  • IG Petrochemicals limited

  • CG Power and Industrial Solutions Limited

  • Pennar Industries Limited

  • Reliance Home Finance Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • Miscellaneous

  • Chemicals

  • Power Generation/Distribution

  • Gas Transmission/Marketing

  • IT - Software

  • Industrial Gases & Fuels

  • Electric Equipment

  • Engineering - Construction

  • Finance - Housing

  • Abrasives

  • Steel/Sponge Iron/Pig Iron

  • Finance Term Lending

  • Consumer Durables - Domestic Appliances

  • Refineries

  • Household & Personal Products

  • Textile - Spinning

  • Steel & Iron Products

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About Aditya Birla Sun Life Emerging Leaders Fund - Series 7

Scheme Analysis

Aditya Birla Sun Life Emerging Leaders Fund - Series 7 is a Equity - Mid Cap Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 29-Feb-2016 and currently has an AUM of ₹40.63 crore. Aditya Birla Sun Life Emerging Leaders Fund - Series 7 is benchmarked against Nifty Midcap 100 as primary index.

The NAV of Aditya Birla Sun Life Emerging Leaders Fund - Series 7 ended down ₹-0.13(-1.34%)yesterday to ₹9.55.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Limited, DCB Bank Limited and Tata Power Company Limited

The Aditya Birla Sun Life Emerging Leaders Fund - Series 7 is managed by Jayesh Gandhi .

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:C.A., C.F.A., Master of International Management
  • Experience:13 Years
  • Basic Details:Mr.Jayesh Gandhi joined Morgan Stanley Investment Management Private Limited as part of the Investment Team in August 2007. He worked with Zacks Investment Research, Chicago, USA, Think Values, Salt Lake City, USA, J V Gokal Finance & Investments Private Limited, J M Shares and Stock Brokers and Dalal Street Communication. He has over 12 years of experience in investment management and equity research.
  • Funds Managed:
  • Aditya Birla Sun Life Midcap Fund
  • Aditya Birla Sun Life Small Cap Fund

Most Recent Dividend

  • 28/11/2017

  • 18/11/2016

  • Cash

  • Equity

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