• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Flexi Cap Fund (Growth)

Formerly Aditya BSL Equity Gr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Flexi Cap Fund (Growth)

EquityFlexi Cap

1546.92

NAV (Apr 10)

16.2%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in flexi cap mutual funds.

Flexi cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Scripbox Recommended Equity Funds
Want the flexi cap equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

1546.92

NAV (Apr 10)

Fund Returns

Last 1Y
40.6%
Last 3Y
17.4%
Last 5Y
16.2%
Last 10Y
16.8%
Since Inception
21.7%
6 Month CAGR
18.8%

Scheme Information

Investment Objective

The objective of the scheme is long term growth of capital,through investment in equity & equity related instruments across market cap (large,mid & small) companies.

Expense Ratio
1.68
Launched (26y ago)
Aug 27, 1998
AUM in Crores
19767.002
ISIN
INF209K01AJ8
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.8
Standard Deviation (5yr)
19.5
Beta (3yr)
0.94
Beta (5yr)
1.01
Sharpe Ratio (3yr)
0.878
Sharpe Ratio (5yr)
0.58
YTM
0
Fund Managers

Harish Krishnan

Fund Manager

Dhaval Joshi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Flexi Cap Fund (Growth)70%10,98,738 3,66,12616.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-04-10

Top Stock Holdings

icici bank ltd

7.2%
7.2%

hdfc bank ltd

5.8%
5.8%

infosys ltd

5.4%
5.4%

sun pharmaceuticals industries ltd

4.9%
4.9%

hcl technologies ltd

4.9%
4.9%
See all holdings

Allocation by Sector

financial services

29.8%
29.8%

technology

13%
13%

healthcare

11.8%
11.8%

consumer cyclical

9.2%
9.2%

basic materials

9.2%
9.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 16,756 cr

₹ 14,147 cr

₹ 21,301 cr

₹ 51,554 cr

₹ 40,653 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 350,674 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR

-

4.6%

5.7%

7.4%

5.8%

6.8%

5.7%

7.3%

5.8%

7.1%

Aditya Birla Sun Life Flexi Cap Fund (G) Review

Aditya Birla Sun Life Flexi Cap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 21.7% over a period of 25 years. The fund was previously known as Aditya BSL Equity Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Joshi, Harish Krishnan.

Nav of Aditya Birla Sun Life Flexi Cap Fund (G) as of 4/10/2024 is ₹1546.92 with the total AUM as of 4/11/2024 is ₹19767.002. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Flexi Cap Fund (G) was launched on Aug 27, 1998. The category risk of the fund is Very High Risk.

The minimum SIP amount for Aditya Birla Sun Life Flexi Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Aditya Birla Sun Life Flexi Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.

Aditya Birla Sun Life Flexi Cap Fund (G) is rated as a 3 fund in Equity and delivered 40.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Flexi Cap Fund (G).

Frequently Asked Questions

What is Aditya Birla Sun Life Flexi Cap Fund (G)?

Aditya Birla Sun Life Flexi Cap Fund (G) is a Flexi Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Flexi Cap Fund (G)?

You can invest in Aditya Birla Sun Life Flexi Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Aditya Birla Sun Life Flexi Cap Fund (G)?

The minimum sip amount for Aditya Birla Sun Life Flexi Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Flexi Cap Fund (G) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Flexi Cap Fund (G) is a Neutral fund. You can investAditya Birla Sun Life Flexi Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Aditya Birla Sun Life Flexi Cap Fund (G)?

The expense ratio of the Aditya Birla Sun Life Flexi Cap Fund (G) is 1.68% for regular plan.