Aditya Birla Sun Life Resurgent India Fund – Series 3 - Dividend - Regular Plan

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  • Net Change on 25-02-2020

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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

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  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to provide capital appreciation by investing primarily inequity and equity related securities that are likely to benefit from recovery in the Indian economy.The Scheme does not guarantee/indicate any returns. There can be no assurance that theschemes’ 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 200 -3.69 -1.44 8.52 8.66 6.54 13.28

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

Peer Fund Comparison

Fund Holdings as on 31-January-2020

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Reliance Industries Limited

  • Axis Bank Limited

  • Clearing Corporation of India Limited

  • Dabur India Limited

  • Kansai Nerolac Paints Limited

  • MRF Limited

  • Colgate Palmolive (India) Limited

  • Bajaj Finance Limited

  • Relaxo Footwears Limited

  • Bata India Limited

  • City Union Bank Limited

  • Gujarat State Petronet Limited

  • Jyothy Laboratories Limited

  • Muthoot Capital Services Limited

  • Cholamandalam Investment and Finance Company Limited

  • Akzo Nobel India Limited

  • Tata Global Beverages Limited

  • Bharti Airtel Limited

  • Shoppers Stop Limited

  • Container Corporation of India Limited

  • RBL Bank Limited

  • Security and Intelligence Services (India) Limited

  • Godrej Consumer Products Limited

  • DCB Bank Limited

  • IndusInd Bank Limited

  • Ashok Leyland Limited

  • Alkem Laboratories Limited

  • Grasim Industries Limited

  • Aditya Birla Fashion and Retail Limited

  • Kajaria Ceramics Limited

  • Marico Limited

  • Cholamandalam Financial Holdings Limited

  • Amber Enterprises India Limited

  • Bayer Cropscience Limited

  • Larsen & Toubro Limited

  • Thyrocare Technologies Limited

  • State Bank of India

  • Schaeffler India Limited

  • Bharat Forge Limited

  • Jubilant Foodworks Limited

  • Crompton Greaves Consumer Electricals Limited

  • UltraTech Cement Limited

  • Sundram Fasteners Limited

  • Quess Corp Limited

  • Century Textiles & Industries Limited

  • Dalmia Bharat Limited

  • Satin Creditcare Network Limited

  • Sun TV Network Limited

  • Thomas Cook (India) Limited

  • Aditya Birla Capital Limited

  • Heritage Foods Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • Household & Personal Products

  • Finance - NBFC

  • Retailing

  • Paints

  • Refineries

  • Miscellaneous

  • Tyres & Allied

  • Footwear

  • Consumer Food

  • Diversified

  • Gas Transmission/Marketing

  • Cement & Construction Materials

  • Tea/Coffee

  • Telecommunication - Service Provider

  • Logistics

  • Automobiles-Trucks/Lcv

  • Pharmaceuticals & Drugs

  • Ceramics/Marble/Granite/Sanitaryware

  • Finance - Investment

  • Air Conditioners

  • Engineering - Construction

  • Pesticides & Agrochemicals

  • Hospital & Healthcare Services

  • Bank - Public

  • Bearings

  • Forgings

  • Consumer Durables - Domestic Appliances

  • Trading

  • Finance Term Lending

  • TV Broadcasting & Software Production

  • Travel Services

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About Aditya Birla Sun Life Resurgent India Fund - Series 3

Scheme Analysis

Aditya Birla Sun Life Resurgent India Fund - Series 3 is a Equity - Multi Cap Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 15-Mar-2017 and currently has an AUM of ₹170.05 crore. Aditya Birla Sun Life Resurgent India Fund - Series 3 is benchmarked against S&P BSE 200 as primary index.

The NAV of Aditya Birla Sun Life Resurgent India Fund - Series 3 ended down ₹-0.05(-0.45%)yesterday to ₹11.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The Aditya Birla Sun Life Resurgent India Fund - Series 3 is managed by Jayesh Gandhi and Chanchal Khandelwal.

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

  • 12/03/2018

  • Cash

  • Equity

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