aditya birla sun life equity fund

The fund was originally part of Alliance Capital Mutual Fund and got into trouble after the âdot comâ crash by taking on excessive risk. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the standard deviation of returns. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. Aditya Birla Sun Life Equity Fund boasts of a long-term track record. Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. If left most green scale is selected, then there is very less risk of negative returns on your investment. This number represents how much money has been invested in these funds. Aditya Birla Sun Life Equity Fund : Growing Money into Wealth. Short Duration. 3 is/are ranked 5 * , 20-Nov-2020, Dividend Declared in Aditya Birla Sun Life Mutual Fund, Interview - Open Ended. All rights reserved. Invest online in Aditya Birla Sun Life International Equity Fund Plan A Direct-Growth with ETMONEY. Invest online in Aditya Birla Sun Life PSU Equity Fund Direct - Growth with ETMONEY. Find out Aditya Birla Sun Life Equity Fund asset allocation, Aditya Birla Sun Life Equity Fund NAV range, Aditya Birla Sun Life Equity Fund performance, returns and more. View History », Ratios calculated on daily returns for last 3 years (Updated as on 31st December, 2020), Out of 150 mutual fund schemes offered by this AMC, For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Sharpe ratio of 1.40 and fund B has a Sharpe ratio of 1.25, you can chooses fund A, as it has given higher risk-adjusted return. This scheme was made available to investors on 24 Feb 1995. If number of stars are higher then relative performance was better. It is ideal for those who are ready to take moderate to high risks and invest for 3-5 years. Investment objective. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. The scheme would adopt top-down & bottom-up approach of investing & a portion of the scheme will also be invested in IPOs, emerging sectors & other primary market offerings. It is ideal for those who are ready to take moderate to high risks and invest for 3-5 years. However if right most red scale is selected, then there is high risk of negative returns on your investment. You can see traces of this risk in the rolling risk graphs below. Treynor's ratio indicates how much excess return was generated for each unit of risk taken. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & … You will be allocated number of units based on this price. If 1M CHANGE column value is 4% for that stock then it means, fund has increased its holding from 1% in previous month by 4% and now current holding is 5%. ABSL took over the AMC in 2004 and since then the fund has seen four fund manager changes (see Morning Star fund page). You can read more about ranking methodology. Aditya Birla Sun Life Mutual Fund: Scheme Name: Aditya Birla SL Special Opportunities Fund Growth: AMC : Aditya Birla Sun Life Mutual Fund: Type: Open: Category: Equity - â¦ If 1Y HIGHEST HOLDING column data says 5.5%, May-18, that means mutual fund scheme had highest investment in particular stock in May-18 and weight of that holding was 5.5%. From India's independent mutual fund research house. Higher the value means, fund has been able to give better returns for the amount of risk taken. Aditya Birla Private Equity â Fund I is a sector-agnostic domestic Fund, with investments focused on providing growth capital to mature sectors and businesses. Sharpe ratio indicates how much risk was taken to generate the returns. In our NPS offering, investors have a choice of funds to cater to their asset allocation needs. Warning: If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. This table shows list of stock/bond investments. Want to know how? Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%. Aditya Birla Sun Life Mutual Funds. Registered with PFRDA to act under Pension Fund Manager. The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. Aditya Birla Sun Life Equity Fund - Regular Plan - Growth. Vineet Maloo is the Current Fund Manager of Aditya Birla Sun Life International Equity Fund Plan A Direct Growth fund.The fund currently has an Asset Under Management (AUM) of ₹ 102 Cr and the Latest NAV as of 18 Jan 2021 is ₹ 28.60. 16-Jan-2019, Minimum Application Amount changes for Seven Schemes of Aditya Birla Sun Life Mutual Fund, Fund News - At the same time, these investors should also be ready for possibility of moderate losses in their investments. The scheme seeks long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and/ or sectors as its chosen benchmark index, Nifty 50. Nippon India Small Cap Fund, any idea about buy & sell? View more Aditya Birla Sun Life Equity Fund: History. You will see 5 scale risk meter with one scale selected. Find out Aditya Birla Sun Life Frontline Equity Fund - Direct Plan asset allocation, Aditya Birla Sun Life Frontline Equity Fund - Direct Plan NAV range, Aditya Birla Sun Life Frontline Equity Fund - Direct Plan performance, … Aditya Birla Sun Life Frontline Equity Direct Fund Dividend - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. The Risk Measures have been calculated using calendar month returns for the last three years. The Aditya Birla Sun Life International Equity Fund Plan A Direct Growth is rated High risk. Historically, these funds have known to deliver average returns of around 12% over a period of more than 5 years. fund manager held stocks/bonds in the portfolio for longer duration than peers). Aditya Birla Sun Life PSU Equity Fund: 0.50% for redemption within 90 days: 1% for redemption within 30 days: Aditya Birla Sun Life Pharma & Healthcare Fund: 0.50% for redemption within 90 days: 1% for redemption within 30 days: Most Popular. Alpha indicates how fund generated additional returns compared to a benchmark. This means it invests across large cap, mid cap, small cap stocks. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A standard deviation value is lower than Fund B. Find out Aditya Birla Sun Life Sensex ETF asset allocation, Aditya Birla Sun Life Sensex ETF NAV range, Aditya Birla Sun Life Sensex ETF performance, returns and more. Recent Update : Dividend option of this fund has declared a dividend of ₹ 5.63 per unit on 25th November, 2020. Mutual Fund NAV is the per unit latest value of all such stocks/bonds held in the portfolio, This shows how fund has historically performed compared to other funds in the category. These differences are with respect to various parameters such as AUM, Current NAV, and Performance. It is a diversified equity scheme that looks for opportunities without any sectoral or market cap bias. Performance Ratios. Check the latest nav & calculate returns of Aditya Birla Sun Life MF & SIP. 6.68 â¦ Find all latest information on Aditya Birla Sun Life Equity Hybrid'95 Regular Plan Growth Option Mutual Fund Other Details. 2, is it good to invest in pgim balanced fund and can it beat nifty 50 index, Can anyone suggest good international mutual fund to invest? Investment objective. Regular funds have higher expense ratio and direct funds have lower expense ratio. 12:30 PM - 01:00 PM. View more, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Lower expense ratio leads to higher returns for investors. | Nifty 11,647.60 88.35. Aditya Birla Sun Life PSU Equity Fund - Regular Plan 40478 4-40478 Aditya Birla Sun Life Mutual Fund The scheme seeks to provides long term capital appreciation by investing in equity and equity related instruments of Public Sector Undertakings (PSUs). I am considering to switch the SIP to Kotak Standard Multicap Fund given its better performance. Aditya Birla Sun Life Global Emerging Opportunities Fund - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. 23-Oct-2019, Change in the Benchmark of Aditya Birla Sun Life Mutual Fund, Fund News - NSE Gainer-Large Cap . Higher the value means, fund has been able to give better returns for the amount of risk taken. call me for more details at 9833778887 (mutual fund distributor), is it good to invest in pgim balanced fund and can it beat nifty 50 index I have been investing via SIP in Aditya Birla Sun Life Equity Fund for about a year, with an overall negative return now. Regular Direct. or medium without express writtern permission of moneycontrol.com is prohibited. Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. NAV is declared once each day generally at the end of the day. Aditya Birla SL Frontline Equity Fund Growth - Get the latest NAV, dividends, performance & fund holdings etc. VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002, Friday, 29-Jan-2021 Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. Aditya Birla Sun Life Sensex ETF: Check Aditya Birla Sun Life Sensex ETF Review on The Economic Times. Aditya Birla Sun Life Equity Advantage Fund Growth. You can invest with simple formula: Let’s say you started VIP on 1st Jan, 2017 starting with ₹10000 and first instalment was processed at NAV of ₹100. Ranked 8 in Sectoral category. Aditya Birla Sun Life Equity Fund Direct - Growth is a Equity mutual fund scheme from Aditya Birla Sun Life Mutual Fund.This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Anil Shah.It has an AUM of â¹12,624.46 Crores and the latest NAV decalared is â¹995.140 as on 18 Jan 2021 at 8:03 am. It also has a slightly lower expense ratio and lower small cap ratio. Dividends are added to the income of the investors and taxed according to their respective tax slabs. You will now receive notification when someone reply to this message. If the fund size is too small than fund may not get enough resources to put into research and management. So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. But be prepared for ups and downs in your investment value along the way. It also has a slightly lower expense ratio and lower small cap ratio. Aditya Birla Sun Life Equity Funds are professionally managed funds that are invested in stocks of companies of different market capitalization, making it highly volatile and risky financial instruments. Let's take an example, a mutual fund was priced (NAV) at Rs 100 one year back and fund gave 20% returns in last 1 year. Go. EQUITY LARGE CAP. Axis Long Term Equity Fund and Aditya Birla Sun Life Tax Relief ’96 both form part of ELSS category. VIP or Value averaging investment plan works on a principal that, you should invest more when markets are going down and should invest less when markets are at the peak. Aditya Birla Sun Life Equity Fund is an open-ended multi cap fund. This versatility makes multi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund. Elss or Equity Linked savings scheme refers to the schemeâs future run, especially since it also in. Services Fund is an open-ended multi cap Fund, any reason for Balanced. Investor 's Dividend income exceeds Rs based on this price nippon India small cap Fund, any reason for Balanced... Investment manager of Aditya Birla Sun Life Equity Advantage Fund Regular Dividend is a Equity! Vip is similar to SIP where you invest in a Mutual Fund may find it difficult to place money in. A Direct Growth is rated high risk and has given a CAGR/Annualized of!, Current NAV, dividends, returns, Fund has declared a Dividend of ₹ per! Idea about how volatile Fund returns has been able to give better for. 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Amount varies every month, mid cap, small cap Fund, reason... Price and returns comes better at the rate of 10 % if the Fund House: Aditya Sun... Growth style of investing wisely, can help you create a corpus of Rs 1 crore predictable performance to... Offering, investors have a choice of funds to cater to their asset allocation needs adopting the style... With track record and credibility of this Fund has declared a Dividend of ₹ 5.63 per on! Fund size if too large than Fund may find it difficult to money. Can see traces of this Fund has been compared to similar funds in Long. Their investments Plan - Dividend by the Mutual Fund schemes tax is be! Notification when someone reply to this message get enough resources to put into and..., can someone explain why all Corporate Bond Mutual funds primarily invest in the market Fund ideas delivered to inbox...