Aditya Birla Sun Life MNC Fund - Direct Plan
An Open-ended growth scheme with the objective to achieve long-term growth of capital at relatively moderate levels of risk by making investments in securities of multi-national companies through a research based investment approach.
Suitability
This product is suitable for investors who are seeking• long term capital growth• investments primarily in equity and equity related securities of multinational companies (MNCs)
Fund Info
| Scheme Class | Equity |
| Scheme Category | Equity - Other |
| Benchmark Type | Nifty MNC Index |
| Expense Ratio | 1.23% |
| Min subscription | ₹ 1,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 3,879 |
| AMC AUM (in Crs.) | ₹ 2,49,270 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 20.49% | |
| 1000 | 1000 | 19.76% | |
| 500 | 500 | 9.82% | |
| 1000 | 1000 | 4.38% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Pfizer Ltd | Equity | 10 |
| Honeywell Automation India Ltd | Equity | 9 |
| Kotak Mahindra Bank Ltd | Equity | 8 |
| Gillette India Ltd | Equity | 8 |
| GlaxoSmithKline Pharmaceuticals Ltd | Equity | 8 |
| Bayer CropScience Ltd | Equity | 7 |
| Kansai Nerolac Paints Ltd | Equity | 5 |
| IDFC First Bank Ltd | Equity | 5 |
| Thomas Cook India Ltd | Equity | 4 |
| Bata India Ltd | Equity | 4 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 98 |
| Cash - Collateral | 2 |
| Cash | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Healthcare | 18 |
| Consumer Defensive | 17 |
| Financial Services | 17 |
| Consumer Cyclical | 16 |
| Industrials | 13 |
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.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m