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

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  • Net Change on 23-05-2019

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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 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 -1.44 7.46 7.10 14.11 10.56 13.58

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

Peer Fund Comparison

Fund Holdings as on 30-April-2019

  • ICICI Bank Limited

  • Bajaj Finance Limited

  • Muthoot Capital Services Limited

  • Reliance Industries Limited

  • RBL Bank Limited

  • City Union Bank Limited

  • Bata India Limited

  • Jyothy Laboratories Limited

  • Colgate Palmolive (India) Limited

  • Kajaria Ceramics Limited

  • Dabur India Limited

  • Asian Paints Limited

  • Clearing Corporation of India Limited

  • Carborundum Universal Limited

  • Thomas Cook (India) Limited

  • Mahindra & Mahindra Limited

  • Shoppers Stop Limited

  • Marico Limited

  • ACC Limited

  • Cholamandalam Investment and Finance Company Limited

  • IndusInd Bank Limited

  • Gruh Finance Limited

  • Havells India Limited

  • Axis Bank Limited

  • Security and Intelligence Services (India) Limited

  • Schaeffler India Limited

  • Gillette India Limited

  • ITC Limited

  • L&T Finance Holdings Limited

  • DCB Bank Limited

  • Century Textiles & Industries Limited

  • Odisha Cement Limited

  • Fortis Healthcare Limited

  • Century Plyboards (India) Limited

  • Mahindra & Mahindra Financial Services Limited

  • Gujarat State Petronet Limited

  • MRF Limited

  • Bayer Cropscience Limited

  • Net Receivables / (Payables)

  • Grasim Industries Limited

  • Akzo Nobel India Limited

  • Tata Global Beverages Limited

  • Whirlpool of India Limited

  • State Bank of India

  • Sundram Fasteners Limited

  • Atul Auto Limited

  • Aditya Birla Fashion and Retail Limited

  • Gulf Oil Lubricants India Limited

  • Satin Creditcare Network Limited

  • Repco Home Finance Limited

  • Zee Entertainment Enterprises Limited

  • Alkem Laboratories Limited

  • Petronet LNG Limited

  • Bharat Electronics Limited

  • Ashok Leyland Limited

  • Crompton Greaves Consumer Electricals Limited

  • Somany Ceramics Limited

  • VRL Logistics Limited

  • Bharat Forge Limited

  • Amber Enterprises India Limited

  • Sun TV Network Limited

  • Bank of Baroda

  • S H Kelkar and Company Limited

  • CG Power and Industrial Solutions Limited

  • Prestige Estates Projects Limited

  • CESC Limited

  • SPENCER'S RETAIL LIMITED

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  • Bank - Private

  • Finance - NBFC

  • Household & Personal Products

  • Retailing

  • Paints

  • Miscellaneous

  • Cement & Construction Materials

  • Ceramics/Marble/Granite/Sanitaryware

  • Finance - Housing

  • Refineries

  • Diversified

  • Abrasives

  • Travel Services

  • Consumer Durables - Domestic Appliances

  • Electric Equipment

  • Automobiles - Passenger Cars

  • Consumer Food

  • Bank - Public

  • TV Broadcasting & Software Production

  • Bearings

  • Cigarettes/Tobacco

  • Hospital & Healthcare Services

  • Wood & Wood Products

  • Gas Transmission/Marketing

  • Tyres & Allied

  • Pesticides & Agrochemicals

  • Tea/Coffee

  • Trading

  • Automobile Two & Three Wheelers

  • Lubricants

  • Finance Term Lending

  • Pharmaceuticals & Drugs

  • Industrial Gases & Fuels

  • Engineering - Industrial Equipments

  • Automobiles-Trucks/Lcv

  • Logistics

  • Forgings

  • Air Conditioners

  • Chemicals

  • Construction - Real Estate

  • Power Generation/Distribution

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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 ₹261.14 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 ₹0.01(0.1%)yesterday to ₹10.16.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, Bajaj Finance Limited and Muthoot Capital Services Limited

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
connect@birlasunlife.com
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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