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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
Expense Ratio	1.17%
Min subscription	₹ 1,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 3,882
AMC AUM (in Crs.)	₹ 2,49,270
Min Addition Subscription	₹ 1,000

Benchmark Type

Nifty MNC Index

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
Aditya Birla Sun Life Digital India Fund - Direct Plan	1000	1000	27.75%
Mirae Asset Great Consumer Fund - Direct Plan	1000	1000	13.41%
Sundaram Rural and Consumption Fund - Direct Plan	500	500	7.75%
DSP Natural Resource & New Energy Fund - Direct Plan	1000	1000	6.73%

Top 10 Holdings

Company	Holding Type	Asset(%)
Honeywell Automation India Ltd	Equity	10
Kotak Mahindra Bank Ltd Ordinary Shares	Equity	8
Pfizer Ltd Ordinary Shares	Equity	8
Bayer CropScience Ltd	Equity	7
GlaxoSmithKline Pharmaceuticals Ltd	Equity	6
Gillette India Ltd Ordinary Shares	Equity	6
Hindustan Unilever Ltd Ordinary Shares	Equity	5
Kansai Nerolac Paints Ltd Ordinary Shares	Equity	5
Johnson Controls - Hitachi Air Conditioning India Ltd	Equity	5
IDFC First Bank Ltd	Equity	4

Asset Allocation(%)

Asset	Percent
Equity	100
Cash - Collateral	0
Cash	0

Sector Allocation(%)

Sector	Percent
Healthcare	18
Industrials	18
Financial Services	17
Consumer Defensive	17
Basic Materials	14

Fund Manager

Ajay Garg

11+ 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