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

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  • Net Change on 17-07-2019

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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 -1.13 -2.02 4.54 10.34 9.34 13.50

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

Peer Fund Comparison

Fund Holdings as on 30-June-2019

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Bajaj Finance Limited

  • City Union Bank Limited

  • Muthoot Capital Services Limited

  • RBL Bank Limited

  • Dabur India Limited

  • Bata India Limited

  • Kajaria Ceramics Limited

  • Colgate Palmolive (India) Limited

  • Jyothy Laboratories Limited

  • Carborundum Universal Limited

  • Asian Paints Limited

  • Shoppers Stop Limited

  • Mahindra & Mahindra Limited

  • Marico Limited

  • Thomas Cook (India) Limited

  • Clearing Corporation of India Limited

  • Cholamandalam Investment and Finance Company Limited

  • ACC Limited

  • IndusInd Bank Limited

  • Security and Intelligence Services (India) Limited

  • Gruh Finance Limited

  • Tata Global Beverages Limited

  • Axis Bank Limited

  • DCB Bank Limited

  • Net Receivables / (Payables)

  • Gillette India Limited

  • State Bank of India

  • Century Textiles & Industries Limited

  • Whirlpool of India Limited

  • Schaeffler India Limited

  • MRF Limited

  • ITC Limited

  • Akzo Nobel India Limited

  • Grasim Industries Limited

  • Dalmia Bharat Limited

  • Gujarat State Petronet Limited

  • L&T Finance Holdings Limited

  • Mahindra & Mahindra Financial Services Limited

  • Century Plyboards (India) Limited

  • Bharat Electronics Limited

  • Fortis Healthcare Limited

  • Sundram Fasteners Limited

  • Aditya Birla Fashion and Retail Limited

  • Gulf Oil Lubricants India Limited

  • Bayer Cropscience Limited

  • Alkem Laboratories Limited

  • Petronet LNG Limited

  • Satin Creditcare Network Limited

  • Repco Home Finance Limited

  • Atul Auto Limited

  • Ashok Leyland Limited

  • Crompton Greaves Consumer Electricals Limited

  • Zee Entertainment Enterprises Limited

  • Amber Enterprises India Limited

  • Somany Ceramics Limited

  • VRL Logistics Limited

  • Bharat Forge Limited

  • Bank of Baroda

  • Sun TV Network Limited

  • Prestige Estates Projects Limited

  • S H Kelkar and Company Limited

  • CG Power and Industrial Solutions Limited

  • CESC Limited

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  • Bank - Private

  • Finance - NBFC

  • Household & Personal Products

  • Retailing

  • Refineries

  • Miscellaneous

  • Paints

  • Cement & Construction Materials

  • Ceramics/Marble/Granite/Sanitaryware

  • Diversified

  • Finance - Housing

  • Consumer Durables - Domestic Appliances

  • Abrasives

  • Bank - Public

  • Automobiles - Passenger Cars

  • Consumer Food

  • Travel Services

  • Tea/Coffee

  • TV Broadcasting & Software Production

  • Bearings

  • Tyres & Allied

  • Cigarettes/Tobacco

  • Gas Transmission/Marketing

  • Wood & Wood Products

  • Engineering - Industrial Equipments

  • Hospital & Healthcare Services

  • Trading

  • Lubricants

  • Pesticides & Agrochemicals

  • Pharmaceuticals & Drugs

  • Industrial Gases & Fuels

  • Finance Term Lending

  • Automobile Two & Three Wheelers

  • Automobiles-Trucks/Lcv

  • Air Conditioners

  • Logistics

  • Forgings

  • Construction - Real Estate

  • Chemicals

  • Electric Equipment

  • 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 ₹259.27 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 down ₹-0.01(-0.1%)yesterday to ₹9.75.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, Reliance Industries Limited and Bajaj Finance 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
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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