Aditya Birla Sun Life Resurgent India Fund – Series 4 - Dividend - Direct Plan

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  • Net Change on 17-10-2019

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Fund Overview Dividend | 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 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 6.67 -0.85 8.91 9.31 8.79 13.34

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

Peer Fund Comparison

Fund Holdings as on 30-September-2019

  • ICICI Bank Limited

  • Clearing Corporation of India Limited

  • Net Receivables / (Payables)

  • Reliance Industries Limited

  • HDFC Bank Limited

  • Colgate Palmolive (India) Limited

  • City Union Bank Limited

  • Bata India Limited

  • Asian Paints Limited

  • Dabur India Limited

  • Bajaj Finance Limited

  • Jyothy Laboratories Limited

  • Marico Limited

  • Kajaria Ceramics Limited

  • Muthoot Capital Services Limited

  • Cholamandalam Investment and Finance Company Limited

  • ACC Limited

  • Shoppers Stop Limited

  • Carborundum Universal Limited

  • Whirlpool of India Limited

  • IndusInd Bank Limited

  • Tata Global Beverages Limited

  • Security and Intelligence Services (India) Limited

  • Gruh Finance Limited

  • MRF Limited

  • Gillette India Limited

  • Akzo Nobel India Limited

  • Gujarat State Petronet Limited

  • Century Textiles & Industries Limited

  • Axis Bank Limited

  • RBL Bank Limited

  • DCB Bank Limited

  • Fortis Healthcare Limited

  • ITC Limited

  • Schaeffler India Limited

  • Thomas Cook (India) Limited

  • Bharat Electronics Limited

  • Century Plyboards (India) Limited

  • Alkem Laboratories Limited

  • Gulf Oil Lubricants India Limited

  • Aditya Birla Fashion and Retail Limited

  • State Bank of India

  • Sundram Fasteners Limited

  • Petronet LNG Limited

  • Bayer Cropscience Limited

  • Satin Creditcare Network Limited

  • Grasim Industries Limited

  • Dalmia Bharat Limited

  • Cholamandalam Financial Holdings Limited

  • Crompton Greaves Consumer Electricals Limited

  • Amber Enterprises India Limited

  • Atul Auto Limited

  • Repco Home Finance Limited

  • Bharat Forge Limited

  • Ashok Leyland Limited

  • Zee Entertainment Enterprises Limited

  • Prestige Estates Projects Limited

  • Sun TV Network Limited

  • S H Kelkar and Company Limited

  • Somany Ceramics Limited

  • CESC Limited

  • CG Power and Industrial Solutions Limited

  • Bank of Baroda

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  • Bank - Private

  • Miscellaneous

  • Household & Personal Products

  • Finance - NBFC

  • Retailing

  • Refineries

  • Paints

  • Cement & Construction Materials

  • Consumer Durables - Domestic Appliances

  • Ceramics/Marble/Granite/Sanitaryware

  • Diversified

  • Finance - Housing

  • Consumer Food

  • Abrasives

  • Tea/Coffee

  • Tyres & Allied

  • Gas Transmission/Marketing

  • Hospital & Healthcare Services

  • Cigarettes/Tobacco

  • Bearings

  • Travel Services

  • TV Broadcasting & Software Production

  • Engineering - Industrial Equipments

  • Wood & Wood Products

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Lubricants

  • Trading

  • Pesticides & Agrochemicals

  • Industrial Gases & Fuels

  • Finance Term Lending

  • Finance - Investment

  • Air Conditioners

  • Automobile Two & Three Wheelers

  • Forgings

  • Automobiles-Trucks/Lcv

  • Construction - Real Estate

  • Chemicals

  • Power Generation/Distribution

  • Electric Equipment

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About Aditya Birla Sun Life Resurgent India Fund - Series 4

Scheme Analysis

Aditya Birla Sun Life Resurgent India Fund - Series 4 is a Equity - Multi Cap Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 12-Jul-2017 and currently has an AUM of ₹261.54 crore. Aditya Birla Sun Life Resurgent India Fund - Series 4 is benchmarked against S&P BSE 200 as primary index.

The NAV of Aditya Birla Sun Life Resurgent India Fund - Series 4 ended up ₹0.09(0.92%)yesterday to ₹9.89.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, Clearing Corporation of India Limited and Net Receivables / (Payables)

The Aditya Birla Sun Life Resurgent India Fund - Series 4 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
  • Cash

  • Equity

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