Share Fund
The scheme seeks to achieve superior long-term growth of capital through an equity portfolio, which focuses on emerging opportunities in the field of global outsourcing. This would include sectors such as IT, telecom, pharmaceuticals, biotechnology, auto ancillaries and textiles.
Suitability
This product is suitable for investors who are seeking
• long term capital growth
• investments in equity and equity related securities of companies that seek to leverage India s competitive advantages in global outsourcing theme.
Scheme Class | Equity |
Scheme Category | Others |
Expense Ratio | 1.86% |
Min subscription | ₹ 1,000 |
Scheme Type | Open-ended |
Scheme AUM (in Crs.) | ₹ 191 |
AMC AUM (in Crs.) | ₹ 2,49,270 |
Min Addition Subscription | ₹ 1,000 |
Benchmark Type | Nifty 500 Index |
Exit Load | Exit load of 1% if redeemed within 365 days |
Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
---|---|---|---|
Tata India Consumer Fund - Direct Plan | 1000 | 1000 | 23.14% |
DSP Natural Resource & New Energy Fund - Direct Plan | 1000 | 1000 | 23.66% |
Aditya Birla Sun Life India Opportunities Fund - Direct Plan | 1000 | 1000 | 0.78% |
Company | Holding Type | Asset(%) |
---|---|---|
Tech Mahindra | Equity | 9 |
HCL Tech | Equity | 8 |
Infosys | Equity | 7 |
KPIT Tech | Equity | 6 |
Honeywell Autom | Equity | 6 |
Sterlite Techno | Equity | 5 |
Sanofi India | Equity | 4 |
L&T Infotech | Equity | 4 |
Clearing Corporation of India Ltd | Cash / Call | 4 |
Majesco | Equity | 4 |
Asset | Percent |
---|---|
Equity | 96 |
Cash / Call | 4 |
Others / Unlisted | 0 |
Sector | Percent |
---|---|
Information Technology | 47 |
Pharmaceuticals | 14 |
Telecommunication | 11 |
Automotive | 7 |
Cash / Call | 4 |
Fund Manager
About
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