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

  • Previous Nav

  • Net Change on 15-11-2019

  • 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 4.45 8.13 9.60 12.66 7.66 13.41

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

Peer Fund Comparison

Fund Holdings as on 31-October-2019

  • ICICI Bank Limited

  • Clearing Corporation of India Limited

  • Reliance Industries Limited

  • HDFC Bank Limited

  • Bata India Limited

  • Whirlpool of India Limited

  • Asian Paints Limited

  • Dabur India Limited

  • Axis Bank Limited

  • MRF Limited

  • Bajaj Finance Limited

  • Housing Development Finance Corporation Limited

  • Cholamandalam Investment and Finance Company Limited

  • Bandhan Bank Limited

  • Jyothy Laboratories Limited

  • Carborundum Universal Limited

  • Colgate Palmolive (India) Limited

  • ACC Limited

  • Net Receivables / (Payables)

  • City Union Bank Limited

  • IndusInd Bank Limited

  • Muthoot Capital Services Limited

  • Kajaria Ceramics Limited

  • Grasim Industries Limited

  • Tata Global Beverages Limited

  • Marico Limited

  • Akzo Nobel India Limited

  • RBL Bank Limited

  • Thomas Cook (India) Limited

  • Century Plyboards (India) Limited

  • Thyrocare Technologies Limited

  • Alkem Laboratories Limited

  • Godrej Consumer Products Limited

  • Bharat Electronics Limited

  • Sundram Fasteners Limited

  • Aditya Birla Fashion and Retail Limited

  • Crompton Greaves Consumer Electricals Limited

  • Petronet LNG Limited

  • Bayer Cropscience Limited

  • DCB Bank Limited

  • Gulf Oil Lubricants India Limited

  • Zydus Wellness Limited

  • Gujarat State Petronet Limited

  • Godrej Agrovet Limited

  • Amber Enterprises India Limited

  • Dalmia Bharat Limited

  • State Bank of India

  • Cholamandalam Financial Holdings Limited

  • Shoppers Stop Limited

  • Container Corporation of India Limited

  • Schaeffler India Limited

  • UltraTech Cement Limited

  • Motherson Sumi Systems Limited

  • Ashok Leyland Limited

  • Prestige Estates Projects Limited

  • Century Textiles & Industries Limited

  • Sun TV Network Limited

  • Repco Home Finance Limited

  • CESC Limited

  • CG Power and Industrial Solutions Limited

View More
  • Bank - Private

  • Miscellaneous

  • Household & Personal Products

  • Finance - NBFC

  • Retailing

  • Refineries

  • Consumer Durables - Domestic Appliances

  • Paints

  • Cement & Construction Materials

  • Consumer Food

  • Finance - Housing

  • Tyres & Allied

  • Diversified

  • Abrasives

  • Ceramics/Marble/Granite/Sanitaryware

  • Tea/Coffee

  • Travel Services

  • Wood & Wood Products

  • Hospital & Healthcare Services

  • Pharmaceuticals & Drugs

  • Engineering - Industrial Equipments

  • Trading

  • Industrial Gases & Fuels

  • Pesticides & Agrochemicals

  • Lubricants

  • Gas Transmission/Marketing

  • Air Conditioners

  • Bank - Public

  • Finance - Investment

  • Logistics

  • Bearings

  • Auto Ancillary

  • Automobiles-Trucks/Lcv

  • Construction - Real Estate

  • TV Broadcasting & Software Production

  • Power Generation/Distribution

  • Electric Equipment

View More

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 ₹261.76 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(0.42%)yesterday to ₹9.48.

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

View More