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

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  • Net Change on 04-10-2019

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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 2.95 -6.46 3.68 7.08 7.54 13.22

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

Peer Fund Comparison

Fund Holdings as on 31-August-2019

  • Clearing Corporation of India Limited

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Bata India Limited

  • Net Receivables / (Payables)

  • Dabur India Limited

  • Asian Paints Limited

  • Whirlpool of India Limited

  • MRF Limited

  • Housing Development Finance Corporation Limited

  • Kajaria Ceramics Limited

  • Bajaj Finance Limited

  • Cholamandalam Investment and Finance Company Limited

  • ACC Limited

  • Muthoot Capital Services Limited

  • Axis Bank Limited

  • Carborundum Universal Limited

  • IndusInd Bank Limited

  • Jyothy Laboratories Limited

  • State Bank of India

  • Marico Limited

  • City Union Bank Limited

  • Gruh Finance Limited

  • Colgate Palmolive (India) Limited

  • Grasim Industries Limited

  • Century Textiles & Industries Limited

  • Tata Global Beverages Limited

  • RBL Bank Limited

  • Thomas Cook (India) Limited

  • DCB Bank Limited

  • Gujarat State Petronet Limited

  • L&T Finance Holdings Limited

  • Alkem Laboratories Limited

  • Dalmia Bharat Limited

  • Petronet LNG Limited

  • Crompton Greaves Consumer Electricals Limited

  • Aditya Birla Fashion and Retail Limited

  • Gulf Oil Lubricants India Limited

  • Bharat Electronics Limited

  • Mahindra & Mahindra Financial Services Limited

  • Sundram Fasteners Limited

  • Zydus Wellness Limited

  • Century Plyboards (India) Limited

  • Thyrocare Technologies Limited

  • Godrej Consumer Products Limited

  • Bayer Cropscience Limited

  • Shoppers Stop Limited

  • Godrej Agrovet Limited

  • Schaeffler India Limited

  • Amber Enterprises India Limited

  • Container Corporation of India Limited

  • Prestige Estates Projects Limited

  • Motherson Sumi Systems Limited

  • Ashok Leyland Limited

  • Sun TV Network Limited

  • Repco Home Finance Limited

  • Bank of Baroda

  • CESC Limited

  • CG Power and Industrial Solutions Limited

  • VRL Logistics Limited

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  • Bank - Private

  • Miscellaneous

  • Finance - NBFC

  • Household & Personal Products

  • Retailing

  • Refineries

  • Finance - Housing

  • Consumer Food

  • Consumer Durables - Domestic Appliances

  • Cement & Construction Materials

  • Diversified

  • Paints

  • Tyres & Allied

  • Ceramics/Marble/Granite/Sanitaryware

  • Bank - Public

  • Abrasives

  • Tea/Coffee

  • Travel Services

  • Gas Transmission/Marketing

  • Pharmaceuticals & Drugs

  • Industrial Gases & Fuels

  • Lubricants

  • Engineering - Industrial Equipments

  • Trading

  • Wood & Wood Products

  • Hospital & Healthcare Services

  • Pesticides & Agrochemicals

  • Logistics

  • Bearings

  • Air Conditioners

  • Construction - Real Estate

  • Auto Ancillary

  • Automobiles-Trucks/Lcv

  • TV Broadcasting & Software Production

  • Power Generation/Distribution

  • Electric Equipment

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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 ₹242.42 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 ₹-0.08(-0.82%)yesterday to ₹9.64.

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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