Aditya Birla Sun Life Resurgent India Fund – Series 5 - Dividend - Direct Plan

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  • Net Change on 22-08-2019

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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 -4.37 -6.72 -8.57 6.92 7.16 13.18

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

Peer Fund Comparison

Fund Holdings as on 31-July-2019

  • Clearing Corporation of India Limited

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Bata India Limited

  • Dabur India Limited

  • Asian Paints Limited

  • Whirlpool of India Limited

  • Housing Development Finance Corporation Limited

  • Kajaria Ceramics Limited

  • MRF Limited

  • Bajaj Finance Limited

  • Carborundum Universal Limited

  • State Bank of India

  • ACC Limited

  • Cholamandalam Investment and Finance Company Limited

  • Muthoot Capital Services Limited

  • Jyothy Laboratories Limited

  • Axis Bank Limited

  • Net Receivables / (Payables)

  • Thomas Cook (India) Limited

  • IndusInd Bank Limited

  • RBL Bank Limited

  • Grasim Industries Limited

  • Supreme Industries Limited

  • City Union Bank Limited

  • Gruh Finance Limited

  • Colgate Palmolive (India) Limited

  • Century Textiles & Industries Limited

  • Tata Global Beverages Limited

  • DCB Bank Limited

  • L&T Finance Holdings Limited

  • Dalmia Bharat Limited

  • Crompton Greaves Consumer Electricals Limited

  • Gujarat State Petronet Limited

  • Sundram Fasteners Limited

  • Alkem Laboratories Limited

  • Aditya Birla Fashion and Retail Limited

  • Bharat Electronics Limited

  • Mahindra & Mahindra Financial Services Limited

  • Godrej Consumer Products Limited

  • Bayer Cropscience Limited

  • Petronet LNG Limited

  • Century Plyboards (India) Limited

  • Thyrocare Technologies Limited

  • Zydus Wellness Limited

  • Gulf Oil Lubricants India Limited

  • Shoppers Stop Limited

  • Godrej Agrovet Limited

  • Schaeffler India Limited

  • Container Corporation of India Limited

  • Amber Enterprises India Limited

  • Motherson Sumi Systems Limited

  • Ashok Leyland Limited

  • Prestige Estates Projects Limited

  • V.S.T Tillers Tractors Limited

  • Sun TV Network Limited

  • Repco Home Finance Limited

  • Bank of Baroda

  • VRL Logistics Limited

  • CG Power and Industrial Solutions Limited

  • CESC Limited

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  • Bank - Private

  • Miscellaneous

  • Finance - NBFC

  • Household & Personal Products

  • Retailing

  • Finance - Housing

  • Refineries

  • Consumer Durables - Domestic Appliances

  • Diversified

  • Cement & Construction Materials

  • Bank - Public

  • Paints

  • Ceramics/Marble/Granite/Sanitaryware

  • Tyres & Allied

  • Abrasives

  • Consumer Food

  • Travel Services

  • Plastic Products

  • Logistics

  • Tea/Coffee

  • Gas Transmission/Marketing

  • Trading

  • Pharmaceuticals & Drugs

  • Engineering - Industrial Equipments

  • Pesticides & Agrochemicals

  • Industrial Gases & Fuels

  • Wood & Wood Products

  • Hospital & Healthcare Services

  • Lubricants

  • Bearings

  • Air Conditioners

  • Auto Ancillary

  • Automobiles-Trucks/Lcv

  • Construction - Real Estate

  • Automobiles-Tractors

  • TV Broadcasting & Software Production

  • Electric Equipment

  • Power Generation/Distribution

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About Aditya Birla Sun Life Resurgent India Fund – Series 5

Scheme Analysis

Aditya Birla Sun Life Resurgent India Fund – Series 5 is a Equity - Multi Cap Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 09-Oct-2017 and currently has an AUM of ₹237.55 crore. Aditya Birla Sun Life Resurgent India Fund – Series 5 is benchmarked against S&P BSE 200 as primary index.

The NAV of Aditya Birla Sun Life Resurgent India Fund – Series 5 ended down ₹-0.09(-1%)yesterday to ₹8.9.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Limited, ICICI Bank Limited and Reliance Industries Limited

The Aditya Birla Sun Life Resurgent India Fund – Series 5 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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