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Business News/Market/Market Stats/    Aditya Birla Sun Life Multi-Cap Fund Regular Growth

Aditya Birla Sun Life Multi-Cap Fund Regular Growth

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  • Equity
  • Multi-Cap
  • Rating 1
  • Plan
17.02 -0.06 (-0.35%) NAV as on 17 Feb, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)5878.59
  • CAGR 5.30%
  • Exit Load1.00%
  • Expense ratio1.84%
  • CategoryEquity
  • Min Investment500
  • Min SIP100
  • Launch Date2021-05-07

Morning Star Rating 1

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 18 February 2025

  • Name
  • Value (Cr)
  • Holding %
  • Clearing Corporation Of India Limited
  • 110.79
  • 1.88%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.54
  • Std Deviation 13.46%
  • Tracking Error 0.00%

About Fund

The objective of the scheme is to achieve long term growth of capital, at commensurate levels of risk through a diversified research based investment in Large, Mid & Small cap companies. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

 

The Aditya Birla Sun Life Multi-Cap Fund Regular Growth has an AUM of 5878.59 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.84%. The minimum investment in Aditya Birla Sun Life Multi-Cap Fund Regular Growth is Rs 500 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include HDFC Bank, ICICI Bank, Infosys & Bharti Airtel.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Construction Services & Biotechnology & Drugs.

 

Some of the similar funds are Mahindra Manulife Multi Cap Fund Regular Plan Growth, Quant Active Fund Growth, Axis Multicap Fund Regular Growth, Aditya Birla Sun Life Multi-Cap Fund Regular Growth, Franklin India Multi Cap Fund Regular Growth. Aditya Birla Sun Life Multi-Cap Fund Regular Growth has a sharpe ratio of 0.54 & a standard deviation of 13.46%.

FAQs about Aditya Birla Sun Life Multi-Cap Fund Regular Growth

According to the morning star rating Aditya Birla Sun Life Multi-Cap Fund Regular Growth has a Medium risk & Exceptional return.
Aditya Birla Sun Life Multi-Cap Fund Regular Growth is managed by Harshil Suvarnkar,Abhinav Khandelwal,Dhaval Joshi.
The expense ratio of Aditya Birla Sun Life Multi-Cap Fund Regular Growth is 1.84%.
The 5 year annualized return on Aditya Birla Sun Life Multi-Cap Fund Regular Growth is 0.00% & it has generated 5.30% in the last 1 year.
The minimum investment in Aditya Birla Sun Life Multi-Cap Fund Regular Growth is 500 Rs.
Aditya Birla Sun Life Multi-Cap Fund Regular Growth has an AUM of 5878.59 crores.
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