Aditya Birla Sun Life Equity Fund
(An open ended equity scheme investing across large cap, mid cap, small cap stocks)
Class: Equity Category: Multi Cap
Investment Objective
The objective of the scheme is to achieve long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities.
Who should invest in this fund?
- An investor looking for an equity fund which would be suitable investment proposition across market cycles and with atleast 3 years investment horizon
- Looking at 3-5 year investment horizon perspective.
Fund Information Video In English
Fund Information Video In Hindi
| Fund | 1 year | 3 years | 5 years | Since Inception |
|---|---|---|---|---|
| Aditya Birla Sun Life Equity Fund | 11.66 % | 10.52 % | 9.68 % | 22.52 % |
| Aditya Birla Sun Life India GenNext Fund | 17.04 % | 15.44 % | 11.70 % | 16.68 % |
| Aditya Birla Sun Life Manufacturing Equity Fund | 3.17 % | 5.51 % | - | 5.95 % |
Total Schemes managed by Mr. Anil Shah is 3
Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.
Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.
For more information contact us at -
Mobile: 9974372131
Email: investandharvest@outlook.com
