Aditya Birla Sun Life Multi-Cap Fund Regular Growth
- Multi-Cap
- Equity
- Very High Risk
Rating:
3
Key Metrics
Aum
₹7,181.55 Cr
Expense Ratio
1.54%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹100.00
Launch Date
7 May 2021
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.47% | -- |
| 3 Months | +8.99% | -- |
| 6 Months | +12% | -- |
| 1 Year | +9.88% | +9.88% |
| 2 Years | -- | +3.59% |
| 3 Years | +48.51% | +14.09% |
| 5 Years | +77.5% | +12.16% |
| Since Launch | +114.6% | +15.42% |
Holdings as on 5 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 247.41 | 3.45 |
| Adani Energy Solutions | 209.67 | 2.92 |
| Eternal | 179.90 | 2.50 |
| State Bank of India | 162.17 | 2.26 |
| Persistent Systems | 160.30 | 2.23 |
| Indus Towers | 144.75 | 2.02 |
| Shriram Finance | 142.41 | 1.98 |
| S.J.S. Enterprises Ltd | 142.40 | 1.98 |
| RBL Bank | 141.22 | 1.97 |
| Larsen & Toubro Ltd | 140.46 | 1.96 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.50
Sharpe Ratio
15.89%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Mahindra Manulife Multi Cap Fund Regular Plan Growth | +14.72% | +16.57% | +15% |
| Aditya Birla Sun Life Multi-Cap Fund Regular Growth | +9.88% | +14.09% | +12.16% |
| Quant Multi Cap Fund Growth | +8.29% | +9.28% | +10.85% |
| HSBC Multi Cap Fund Regular Growth | +9.75% | +17.93% | -- |
| Canara Robeco Multi Cap Fund Regular Growth | +3.86% | +13.78% | -- |
Results are calculated on CAGR basis
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 7181.55 crores & has delivered CAGR of 12.16 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.54%. 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 & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, Adani Energy Solutions, Eternal, State Bank of India.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services, Construction Services.
Some of the similar funds are Mahindra Manulife Multi Cap Fund Regular Plan Growth, Aditya Birla Sun Life Multi-Cap Fund Regular Growth, Quant Multi Cap Fund Growth, HSBC Multi Cap Fund Regular Growth, Canara Robeco Multi Cap Fund Regular Growth. Aditya Birla Sun Life Multi-Cap Fund Regular Growth has a sharpe ratio of 0.50 & a standard deviation of 15.89%.
FAQs
According to the morning star rating Aditya Birla Sun Life Multi-Cap Fund Regular Growth has a Medium risk & High return.
Aditya Birla Sun Life Multi-Cap Fund Regular Growth is managed by Harshil Suvarnkar,Abhinav Khandelwal.
The expense ratio of Aditya Birla Sun Life Multi-Cap Fund Regular Growth is 1.54%.
The 5 year annualized return on Aditya Birla Sun Life Multi-Cap Fund Regular Growth is 12.16% & it has generated 9.88% 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 7181.55 crores.
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