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Aditya Birla Sun Life Flexi Cap Fund - Direct Plan

The objective of the scheme is long term growth of capital, through investment in equity & equity related instruments across market cap (large, mid & small) companies.

Suitability

This product is suitable for investors who are seeking

• long term capital growth

• investments in equity and equity related securities

Fund Info

Scheme Class	Equity
Scheme Category	Flexi Cap
Expense Ratio	0.85%
Min subscription	₹ 100

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 16,103
AMC AUM (in Crs.)	₹ 2,49,270
Min Addition Subscription	₹ 100

Benchmark Type

S&P BSE 500 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-90) days. No Exit load, if redeemed after 90 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y

Top 10 Holdings

Company	Holding Type	Asset(%)
ICICI Bank Ltd	Equity	10
Infosys Ltd	Equity	7
HDFC Bank Ltd	Equity	7
Bharti Airtel Ltd	Equity	5
HCL Technologies Ltd	Equity	4
Dr Reddy's Laboratories Ltd	Equity	4
Sun Pharmaceuticals Industries Ltd	Equity	3
Bajaj Finance Ltd	Equity	3
Apollo Hospitals Enterprise Ltd	Equity	3
Clearing Corporation Of India Limited	Cash - Repurchase Agreement	3

Asset Allocation(%)

Asset	Percent
Equity	97
Cash - Repurchase Agreement	3
Cash - Collateral	1
Cash	0

Sector Allocation(%)

Sector	Percent
Financial Services	34
Technology	13
Basic Materials	12
Healthcare	12
Communication Services	7

Fund Manager

Anil Shah

9+ years of experience

Vinod Bhat

1+ years of experience

Birla Sun Life Mutual Fund

AUM₹2,49,270 Cr

About

Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.##They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.##Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.

care.mutualfunds@adityabirlacapital.com

Phone

1800 22 7000

Address

Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road, Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m