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Aditya Birla Sun Life Equity Fund - Direct Plan

An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities.

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	Multi-Cap
Expense Ratio	0.96%
Min subscription	₹ 100

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 11,023
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 (0-365) days. No Exit load, if redeemed after 365 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Motilal Oswal Multicap 35 Fund - Direct Plan	1000	1000	3.49%
Aditya Birla Sun Life Equity Fund - Direct Plan	1000	1000	7.09%
L&T India Value Fund - Direct Plan	1000	1000	2.51%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	9.18%
Kotak Standard Multicap Fund - Direct Plan	1000	1000	8.1%
HDFC Equity Fund - Direct Plan	1000	1000	3.52%
Aditya Birla Sun Life Equity Fund - Direct Plan	1000	1000	7.09%
Parag Parikh Long Term Equity Fund - Direct Plan	1000	1000	15.29%
Kotak Standard Multicap Fund - Direct Plan	1000	1000	8.1%

Top 10 Holdings

Company	Holding Type	Asset(%)
HDFC Bank Ltd	Equity	9
ICICI Bank Ltd	Equity	8
Bharti Airtel Ltd	Equity	6
Infosys Ltd	Equity	5
Dr Reddy's Laboratories Ltd	Equity	5
Kotak Mahindra Bank Ltd	Equity	4
Sun Pharmaceuticals Industries Ltd	Equity	3
Reliance Industries Ltd	Equity	3
HCL Technologies Ltd	Equity	3
ICICI Lombard General Insurance Co Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	98
Cash - Collateral	3
Cash	1

Sector Allocation(%)

Sector	Percent
Financial Services	33
Basic Materials	14
Healthcare	14
Technology	10
Communication Services	8

Fund Manager

Anil Shah

7+ 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.

connect@birlasunlife.com

Phone

1800 22 7000

Address

Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road, Mumbai - 400 093

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m