• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Multi Cap Fund (PIDCW-A)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Multi Cap Fund (PIDCW-A)

EquityMulti Cap

16.48

NAV (Mar 27)

18.9%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Invest in this fund
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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

16.48

NAV (Mar 27)

Fund Returns

Last 1Y
41.7%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
18.9%
6 Month CAGR
13.1%

Scheme Information

Investment Objective

The objective of the scheme is to achieve long term growth of capital,at commensurate levels of risk through a diversified research based investment in Large,Mid & Small cap companies. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved.

Expense Ratio
1.85
Launched (3y ago)
May 07, 2021
AUM in Crores
5146.179
ISIN
INF209KB1Y31
Lock-in
No Lock-in
Benchmark
Nifty 500 Multicap 50:25:25 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Dhaval Shah

Fund Manager

Harshil Suvarnkar

Fund Manager

Dhaval Joshi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Multi Cap Fund (PIDCW-A)70%22,83,133 15,50,52141.7%
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 2024-03-27

Top Stock Holdings

icici bank ltd

4.4%
4.4%

reliance industries ltd

4.2%
4.2%

hdfc bank ltd

4.1%
4.1%

infosys ltd

3.4%
3.4%

ntpc ltd

2.3%
2.3%
See all holdings

Allocation by Sector

financial services

22.4%
22.4%

industrials

19.3%
19.3%

consumer cyclical

14.8%
14.8%

technology

9.8%
9.8%

healthcare

9.1%
9.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,147 cr

₹ 16,756 cr

₹ 21,301 cr

₹ 12,185 cr

₹ 9,977 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%

5.6%

7.4%

5.7%

6.8%

5.6%

7.3%

5.7%

7.1%

Aditya Birla Sun Life Multi Cap Fund (PIDCW-A) Review

Aditya Birla Sun Life Multi Cap Fund (PIDCW-A) is a Multi Cap Equity fund and has delivered an annualised return of 18.9% over a period of 2 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Joshi, Dhaval Shah, Harshil Suvarnkar.

Nav of Aditya Birla Sun Life Multi Cap Fund (PIDCW-A) as of 3/27/2024 is ₹16.48 with the total AUM as of 3/28/2024 is ₹5146.179. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Multi Cap Fund (PIDCW-A) was launched on May 07, 2021. The category risk of the fund is Very High Risk.

The minimum SIP amount for Aditya Birla Sun Life Multi Cap Fund (PIDCW-A) 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 Multi Cap Fund (PIDCW-A) 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 Multicap 50:25:25 TR INR.

Aditya Birla Sun Life Multi Cap Fund (PIDCW-A) is rated as a 0 fund in Equity and delivered 41.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Multi Cap Fund (PIDCW-A).

Frequently Asked Questions

What is Aditya Birla Sun Life Multi Cap Fund (PIDCW-A)?

Aditya Birla Sun Life Multi Cap Fund (PIDCW-A) is a Multi 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 Multi Cap Fund (PIDCW-A)?

You can invest in Aditya Birla Sun Life Multi Cap Fund (PIDCW-A) 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 Multi Cap Fund (PIDCW-A)?

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

Is Aditya Birla Sun Life Multi Cap Fund (PIDCW-A) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Multi Cap Fund (PIDCW-A) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Multi Cap Fund (PIDCW-A) 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 Multi Cap Fund (PIDCW-A)?

The expense ratio of the Aditya Birla Sun Life Multi Cap Fund (PIDCW-A) is 1.85% for regular plan.