Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 38.43 | 17.85 | 16.38 | 14.32 |
Average Rolling Returns(%) | 19.06 | 16.95 | 14.84 | 16.55 |
The Current NAV of Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan is ₹1693.14.
You can consider SIP in Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.87%
The process for redemption is
The AUM of Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan is currently ₹19,967 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Sun Pharma Inds. and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 43% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan fund are BFSI, IT and Healthcare accounting for 53% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Flexi Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan Fund is Equity - Flexi Cap Fund.
Anil Shah manages the Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan Fund.
Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan current PE ratio is 45.77 and PB ratio is 5.87
The asset allocation of Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan is Stocks : 97.18%, Debt : 1.95% and Gold : 0.91%
The minimum SIP amount for Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan is 1% on or before 90 days, Nil after 90 days