• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Multi Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Multi Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A)

OtherOther

12.19

NAV (Nov 29)

22.8%
Till Date CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

0 Years.

Relative Size

3,167 Cr.

Category View

.

Consistency Of Performance

.

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    Historical growth rate of 12% per annum
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    No Lock-in
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Historical NAV

12.19

NAV (Nov 29)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

22.8%

6 Month CAGR

18%

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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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.07

Launched (0y ago)

May 07, 2021

AUM in Crores

3166.207

ISIN

INF209KB1Y31

Lock-in

No Lock-in

Benchmark

NIFTY 500 Multicap 50:25:25 TR TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Dhaval Shah

Fund Manager

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Harshil Suvarnkar

Fund Manager

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Mahesh Patil

Fund Manager

user-avatar

Vinod Bhat

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

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comparison

Comparison with Other Funds

Fund NameScripbox OpinionFund SizeTrack Record
Principal Retirement Sav Conservative fund (G)

Principal Retirement Sav Conservative fund (G)

₹ 1 cr

0

₹ 184 cr

0

₹ 13 cr

0

₹ 6 cr

0

₹ 15 cr

0

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About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 316,588 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

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  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Aditya Birla Sun Life Focused Equity Fund (G)

    Aditya Birla Sun Life Focused Equity Fund (G)

    18%

    14.6%

    4.9%

    7.1%

    4.9%

    6.8%

    4.9%

    7.2%

    4.8%

    6.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Aditya Birla Sun Life Multi Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    About Aditya Birla Sun Life Multi Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Aditya Birla Sun Life Multi Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A) is a Other Other fund and has delivered an annualised return of 22.8% over a period of 0 years. . The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Shah, Harshil Suvarnkar, Mahesh Patil, Vinod Bhat

    Aditya Birla Sun Life Multi Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A) 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 . However, there is no assurance that the objective of the scheme will be realized.

    Aditya Birla Sun Life Multi Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Aditya Birla Sun Life Multi Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on May 07, 2021. The NAV (Net Asset Value) of this Other Other fund as of 2021-11-29 is ₹12.19. The total AUM (Asset Under Management) of the fund as of 29/11/2021 is ₹3166.207. The category risk of the Aditya Birla Sun Life Multi Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.07 % as expense ratio.

    Aditya Birla Sun Life Multi Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 96.1% in this asset class. The top three holdings of the fund are , infosys ltd , icici bank ltd , hdfc bank ltd , larsen & toubro ltd , clearing corporation of india limited , axis bank ltd , housing development finance corp ltd , state bank of india , craftsman automation ltd , bharti airtel ltd , tech mahindra ltd , sona blw precision forgings ltd , bata india ltd , hcl technologies ltd , sbi life insurance company limited , united breweries ltd , vip industries ltd , crompton greaves consumer electricals ltd , united spirits ltd , sanofi india ltd , emami ltd , inox leisure ltd , whirlpool of india ltd , escorts ltd , alkem laboratories ltd , britannia industries ltd , jk lakshmi cement ltd , century textiles & industries ltd , shriram transport finance co ltd , brigade enterprises ltd , hindalco industries ltd , poonawalla fincorp ltd , itc ltd , avanti feeds ltd , the federal bank ltd , v-guard industries ltd , gland pharma ltd , tvs motor co ltd , abb power products and systems india ltd ordinary shares , zydus wellness ltd , hdfc life insurance company limited , multi commodity exchange of india ltd , aditya birla fashion and retail ltd , ahluwalia contracts (india) ltd , margin (future and options) , abb india ltd , johnson controls - hitachi air conditioning india ltd , pvr ltd , ashok leyland ltd , cyient ltd , oil & natural gas corp ltd , fortis healthcare ltd , dodla dairy ltd , solara active pharma sciences ltd ordinary shares , alicon castalloy ltd , torrent pharmaceuticals ltd , birlasoft ltd , cholamandalam financial holdings ltd , indraprastha gas ltd , persistent systems ltd , quess corp ltd , aurobindo pharma ltd , fino payments bank limited , fsn e-commerce ventures ltd , dhanuka agritech ltd , chemplast sanmar ltd , indian bank , ultratech cement ltd , polycab india ltd , indoco remedies ltd , shyam metalics and energy ltd , ifb industries ltd , clean science and technology ltd , zomato ltd , ipca laboratories ltd , net receivables / (payables) , bharti airtel ltd (partly paid rs.1.25)

    Aditya Birla Sun Life Multi Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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