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

Other Plans and Options
  • 0.93 %Nav, as on 19-02-2020

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  • Net Change on 19-02-2020

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 -1.60 2.22 14.40 10.03 6.79 13.38

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

Peer Fund Comparison

Fund Holdings as on 31-January-2020

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Reliance Industries Limited

  • Axis Bank Limited

  • Clearing Corporation of India Limited

  • Housing Development Finance Corporation Limited

  • Whirlpool of India Limited

  • Dabur India Limited

  • Asian Paints Limited

  • Bajaj Finance Limited

  • MRF Limited

  • Bata India Limited

  • Cholamandalam Investment and Finance Company Limited

  • Muthoot Capital Services Limited

  • RBL Bank Limited

  • Godrej Consumer Products Limited

  • State Bank of India

  • Tata Global Beverages Limited

  • Jyothy Laboratories Limited

  • City Union Bank Limited

  • ACC Limited

  • Gujarat State Petronet Limited

  • Larsen & Toubro Limited

  • Bharti Airtel Limited

  • Kajaria Ceramics Limited

  • Colgate Palmolive (India) Limited

  • Grasim Industries Limited

  • IndusInd Bank Limited

  • Alkem Laboratories Limited

  • Crompton Greaves Consumer Electricals Limited

  • Ashok Leyland Limited

  • Container Corporation of India Limited

  • Bayer Cropscience Limited

  • Aditya Birla Fashion and Retail Limited

  • Century Plyboards (India) Limited

  • Marico Limited

  • Akzo Nobel India Limited

  • Bharat Forge Limited

  • UltraTech Cement Limited

  • Sundram Fasteners Limited

  • Quess Corp Limited

  • Thyrocare Technologies Limited

  • Amber Enterprises India Limited

  • Cholamandalam Financial Holdings Limited

  • DCB Bank Limited

  • Dalmia Bharat Limited

  • Century Textiles & Industries Limited

  • Shoppers Stop Limited

  • Zydus Wellness Limited

  • Schaeffler India Limited

  • Bharat Electronics Limited

  • Motherson Sumi Systems Limited

  • Sun TV Network Limited

  • Thomas Cook (India) Limited

  • Net Receivables / (Payables)

  • CG Power and Industrial Solutions Limited

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  • Bank - Private

  • Household & Personal Products

  • Finance - NBFC

  • Refineries

  • Retailing

  • Consumer Durables - Domestic Appliances

  • Paints

  • Miscellaneous

  • Cement & Construction Materials

  • Finance - Housing

  • Tyres & Allied

  • Diversified

  • Consumer Food

  • Bank - Public

  • Tea/Coffee

  • Gas Transmission/Marketing

  • Engineering - Construction

  • Telecommunication - Service Provider

  • Ceramics/Marble/Granite/Sanitaryware

  • Pharmaceuticals & Drugs

  • Logistics

  • Automobiles-Trucks/Lcv

  • Pesticides & Agrochemicals

  • Wood & Wood Products

  • Forgings

  • Trading

  • Hospital & Healthcare Services

  • Air Conditioners

  • Finance - Investment

  • Engineering - Industrial Equipments

  • Bearings

  • Auto Ancillary

  • TV Broadcasting & Software Production

  • Travel Services

  • 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 ₹268.08 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 ₹0.09(0.93%)yesterday to ₹9.77.

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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