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

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  • Net Change on 17-07-2019

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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 -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

  • Clearing Corporation of India Limited

  • Housing Development Finance Corporation Limited

  • Bajaj Finance Limited

  • Bata India Limited

  • Kajaria Ceramics Limited

  • Dabur India Limited

  • RBL Bank Limited

  • Muthoot Capital Services Limited

  • Whirlpool of India Limited

  • MRF Limited

  • Asian Paints Limited

  • Carborundum Universal Limited

  • State Bank of India

  • Thomas Cook (India) Limited

  • Axis Bank Limited

  • Mahindra & Mahindra Limited

  • Cholamandalam Investment and Finance Company Limited

  • Jyothy Laboratories Limited

  • ACC Limited

  • Grasim Industries Limited

  • Net Receivables / (Payables)

  • IndusInd Bank Limited

  • City Union Bank Limited

  • Supreme Industries Limited

  • Gruh Finance Limited

  • Century Textiles & Industries Limited

  • DCB Bank Limited

  • Colgate Palmolive (India) Limited

  • L&T Finance Holdings Limited

  • Tata Global Beverages Limited

  • Dalmia Bharat Limited

  • Mahindra & Mahindra Financial Services Limited

  • Century Plyboards (India) Limited

  • Sundram Fasteners Limited

  • Aditya Birla Fashion and Retail Limited

  • Shoppers Stop Limited

  • Bharat Electronics Limited

  • Bayer Cropscience Limited

  • Crompton Greaves Consumer Electricals Limited

  • Godrej Consumer Products Limited

  • Gulf Oil Lubricants India Limited

  • Godrej Agrovet Limited

  • Alkem Laboratories Limited

  • Thyrocare Technologies Limited

  • Gujarat State Petronet Limited

  • Petronet LNG Limited

  • Schaeffler India Limited

  • Ashok Leyland Limited

  • VRL Logistics Limited

  • Container Corporation of India Limited

  • Zydus Wellness Limited

  • Motherson Sumi Systems Limited

  • Amber Enterprises India Limited

  • V.S.T Tillers Tractors Limited

  • Prestige Estates Projects Limited

  • Repco Home Finance Limited

  • Bank of Baroda

  • Sun TV Network Limited

  • CG Power and Industrial Solutions Limited

  • CESC Limited

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  • Bank - Private

  • Finance - NBFC

  • Household & Personal Products

  • Finance - Housing

  • Miscellaneous

  • Retailing

  • Refineries

  • Consumer Durables - Domestic Appliances

  • Diversified

  • Cement & Construction Materials

  • Ceramics/Marble/Granite/Sanitaryware

  • Bank - Public

  • Tyres & Allied

  • Paints

  • Abrasives

  • Travel Services

  • Automobiles - Passenger Cars

  • Consumer Food

  • Logistics

  • Plastic Products

  • Tea/Coffee

  • Wood & Wood Products

  • Trading

  • Engineering - Industrial Equipments

  • Pesticides & Agrochemicals

  • Lubricants

  • Hospital & Healthcare Services

  • Pharmaceuticals & Drugs

  • Industrial Gases & Fuels

  • Gas Transmission/Marketing

  • Bearings

  • Automobiles-Trucks/Lcv

  • Auto Ancillary

  • Air Conditioners

  • Automobiles-Tractors

  • Construction - Real Estate

  • 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 ₹258.21 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 ₹0.04(0.43%)yesterday to ₹9.26.

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