Aditya Birla Sun Life Multi Cap Fund - Direct Plan has delivered 93.52% absolute return over the last 5 years.
The average return for Multi Cap funds is 78.51% .
This fund ranks #3 in its category based on 5-year returns.
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 3.45% .
The fund currently owns more than 89 stocks.
The top 10 holdings account for 23.26% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 18.30% | 2.41% |
| 2 Year Return | 49.23% | 17.24% |
| 3 Year Return | 75.92% | 47.94% |
| 4 Year Return | N/A | 65.92% |
| 5 Year Return | N/A | 78.51% |
| 6 Year Return | N/A | 116.64% |
| 7 Year Return | N/A | 149.79% |
| Expense Ratio | 0.67% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
3.45%
|
|
| 2 | Utilities |
2.92%
|
|
| 3 | E-Commerce/E-Retail |
2.51%
|
|
| 4 | Financials |
2.26%
|
|
| 5 | IT Consulting & Software |
2.23%
|
|
| 6 | Communication Services |
2.02%
|
|
| 7 | Auto Ancl - Others |
1.98%
|
|
| 8 | Non-Banking Financial Company (NBFC) |
1.98%
|
|
| 9 | Financials |
1.97%
|
|
| 10 | Industrials |
1.96%
|
|
| 11 | Financial Technologies (Fintech) |
1.89%
|
|
| 12 | Engineering - General |
1.83%
|
AMC: BirlaSunLife
Category: Equity • Multi Cap
Launch Date: 19 Apr 2021
Fund Manager: Mr. Harshil Suvarnkar
Minimum Purchase: ₹500
Exit Load: For redemption / switch-out of units on or before 90 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units a\\u001fer 90 days from the date of allotment: Nil.
Lock-in: 1
Risk: Moderate Risk
Aditya Birla Sun Life Multi Cap Fund - Direct Plan is managed by BirlaSunLife and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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