Aditya Birla Sun Life India Reforms Fund - Growth - Direct Plan

This Scheme Aditya Birla Sun Life India Reforms Fund - Growth - Direct Plan is Merged with Aditya Birla Sun Life Infrastructure Fund - Growth - Direct Plan
Other Plans and Options
  • (-1.73%)Nav, as on 18-05-2018

  • Previous Nav

  • Net Change on 18-05-2018

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | 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 is to generate growth and capital appreciation by building a portfolio of companies that are expected to benefit from the economic reforms, PSU divestment and increased government spending.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Aditya Birla Sun Life India Reforms Fund - Growth - Direct Plan -3.08 0.49 11.14 13.12 17.14 14.34
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 2.49 13.53 3.77 19.50 22.79 13.82
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

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

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 5.22 30.21 33.90 1.28 10,053.46
ICICI Prudential Multicap Fund - Direct Plan - Growth Jan 01, 2013 7.73 26.43 27.89 1.20 2,856.06
Baroda BNP Paribas MULTI CAP FUND - Direct Plan - Growth Option Jan 01, 2013 3.73 24.57 28.01 1.76 688.22
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option Jan 01, 2013 Unrated 5.34 22.28 26.72 1.39 683.94
Invesco India Multicap Fund - Direct Plan - Growth Option Jan 01, 2013 8.92 25.74 26.96 0.98 555.49

Fund Holdings as on 30-April-2018

  • Eicher Motors Limited

  • Voltas Limited

  • Maruti Suzuki India Limited

  • Yes Bank Limited

  • HDFC Bank Limited

  • Clearing Corporation of India Ltd

  • L&T Finance Holdings Limited

  • IndusInd Bank Limited

  • Repco Home Finance Limited

  • Sterlite Technologies Limited

  • Ashoka Buildcon Limited

  • Indraprastha Gas Limited

  • Mahindra & Mahindra Financial Services Limited

  • Tata Chemicals Limited

  • Petronet LNG Limited

  • ICICI Bank Limited

  • Hindustan Petroleum Corporation Limited

  • Sadbhav Engineering Limited

  • Blue Star Limited

  • Shree Cements Limited

  • UPL Limited

  • Bharat Electronics Limited

  • GAIL (India) Limited

  • Net Receivables / (Payables)

  • IFGL Refractories Limited

  • Orient Refractories Limited

  • Zee Entertainment Enterprises Limited (Preference Share)

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  • Bank - Private

  • Air Conditioners

  • Automobile Two & Three Wheelers

  • Finance - NBFC

  • Automobiles - Passenger Cars

  • Miscellaneous

  • Industrial Gases & Fuels

  • Engineering - Construction

  • Finance - Housing

  • Cable

  • Fertilizers

  • Refineries

  • Cement & Construction Materials

  • Pesticides & Agrochemicals

  • Engineering - Industrial Equipments

  • Refractories

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Fund Manager

  • Education:B.Com, C.A., CFA
  • Experience:12 Years
  • Basic Details:Mr.Satyabrata Mohanty has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management, Trading and Credit Research functions. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Ltd.
  • Funds Managed:

  • Cash

  • Equity

  • Preference Shares

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About Aditya Birla Sun Life India Reforms Fund

Scheme Analysis

Aditya Birla Sun Life India Reforms Fund is a Equity - Multi Cap Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹99.95 crore. Aditya Birla Sun Life India Reforms Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Aditya Birla Sun Life India Reforms Fund ended down ₹-0.36(-1.73%)yesterday to ₹20.46.

Among its top 3 holdings the fund has exposure to Eicher Motors Limited, and

The Aditya Birla Sun Life India Reforms Fund is managed by Satyabrata Mohanty .

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111