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

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  • Net Change on 09-04-2020

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Fund Overview Dividend | Regular 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 -12.95 -24.79 -21.99 -1.44 0.94 12.22

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

Peer Fund Comparison

Fund Holdings as on 29-February-2020

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Reliance Industries Limited

  • Axis Bank Limited

  • Clearing Corporation of India Limited

  • Housing Development Finance Corporation Limited

  • Net Receivables / (Payables)

  • Whirlpool of India Limited

  • Dabur India Limited

  • Asian Paints Limited

  • Bajaj Finance Limited

  • MRF Limited

  • Bata India Limited

  • Cholamandalam Investment and Finance Company Limited

  • State Bank of India

  • Godrej Consumer Products Limited

  • Muthoot Capital Services Limited

  • RBL Bank Limited

  • Bharti Airtel Limited

  • Havells India Limited

  • Tata Consumer Products Limited

  • Alkem Laboratories Limited

  • ACC Limited

  • Colgate Palmolive (India) Limited

  • Gujarat State Petronet Limited

  • Jyothy Laboratories Limited

  • Akzo Nobel India Limited

  • Larsen & Toubro Limited

  • Aditya Birla Fashion and Retail Limited

  • Bayer Cropscience Limited

  • IndusInd Bank Limited

  • Crompton Greaves Consumer Electricals Limited

  • Thyrocare Technologies Limited

  • Bharat Petroleum Corporation Limited

  • Marico Limited

  • UltraTech Cement Limited

  • Container Corporation of India Limited

  • Century Plyboards (India) Limited

  • Ashok Leyland Limited

  • Bharat Forge Limited

  • Amber Enterprises India Limited

  • Cholamandalam Financial Holdings Limited

  • Sundram Fasteners Limited

  • Quess Corp Limited

  • DCB Bank Limited

  • Dalmia Bharat Limited

  • Shoppers Stop Limited

  • Zydus Wellness Limited

  • Schaeffler India Limited

  • Century Textiles & Industries Limited

  • Bharat Electronics Limited

  • Motherson Sumi Systems Limited

  • Grasim Industries Limited

  • Sun TV Network Limited

  • Thomas Cook (India) Limited

  • Kajaria Ceramics Limited

  • CG Power and Industrial Solutions Limited

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  • Bank - Private

  • Household & Personal Products

  • Miscellaneous

  • Finance - NBFC

  • Refineries

  • Retailing

  • Consumer Durables - Domestic Appliances

  • Paints

  • Cement & Construction Materials

  • Finance - Housing

  • Tyres & Allied

  • Consumer Food

  • Electric Equipment

  • Bank - Public

  • Telecommunication - Service Provider

  • Tea/Coffee

  • Pharmaceuticals & Drugs

  • Gas Transmission/Marketing

  • Diversified

  • Engineering - Construction

  • Pesticides & Agrochemicals

  • Hospital & Healthcare Services

  • Logistics

  • Wood & Wood Products

  • Automobiles-Trucks/Lcv

  • Forgings

  • Air Conditioners

  • Finance - Investment

  • Trading

  • Bearings

  • Engineering - Industrial Equipments

  • Auto Ancillary

  • TV Broadcasting & Software Production

  • Travel Services

  • Ceramics/Marble/Granite/Sanitaryware

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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 ₹256.60 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 up ₹0.13(1.64%)yesterday to ₹8.07.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

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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