It is a diversified equity scheme that looks for opportunities without any sectoral or market cap bias. Aditya Birla Sun Life PSU Equity Fund-1.89 Value of Std Investment of ` 10,000 9810 Benchmark - S&P BSE PSU TRI Index-12.76 -12.32 Value of Std Investment of ` 10,000 8720 8762 Additional Benchmark - Nifty 50 TRI 16.09 15.22 Value of Std Investment of ` 10,000 11614 11531 • Past performance may or may not be sustained in future. Whereas for the dividend option some amount out of Rs 20 profit may be given back to investor in form of dividend and today's NAV will be lower than 120. About Aditya Birla Sun Life Small Cap Fund (DP-A) Aditya Birla Sun Life Small Cap Fund (DP-A) is a small cap equity fund and has delivered an annualised return of 10.1% over a period of 14 years .The fund was previously known as Aditya BSL Small & Midcap DP.The fund is managed by Aditya Birla Sun Life AMC Ltd.The fund managers are Dhaval Gala, Jayesh Gandhi, Kunal Sangoi, Nitesh Jain VIP or Value averaging investment plan works on a principal that, you should invest more when markets are going down and should invest less when markets are at the peak. Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. It was launched on 01-Jan-2013 and currently has an AUM of ₹10,980.45 crore. How to achieve this? Change in % OF TOTAL HOLDINGS and change in QUANTITY values may differ as amount fund is managing keeps changing based on inflow/outflow of investor money and stock price changes. Aditya Birla Sun Life Equity Fund is a multi-cap fund that seeks to benefit from the best of both worlds by investing in stocks across all market capitalisations. Lower expense ratio leads to higher returns for investors. 6 is/are ranked 4 * , Lower beta implies the fund gives more predictable performance compared to similar funds in the market. See more about AMC, Can someone explain why all Corporate Bond Mutual Funds are going down? Can anyone suggest good international mutual fund to invest? Invest online in Aditya Birla Sun Life Equity Fund Direct-Growth with ETMONEY. Recent Update : Dividend option of this fund has declared a dividend of ₹ 5.63 per unit on 25th November, 2020. 2, any reason for PGIM Balanced fund only? Fundamental, Stock Ideas, Multibaggers & Insights, Stock & Index F&O Trading Calls & Market Analysis, Positional and Intraday Trading Calls basis Noiseless Chart, Commodity Trading Calls & Market Analysis, Currency Derivatives Trading Calls & Insights, Options Trading Advice and Market Analysis, Model portfolios, Investment Ideas, Guru Screens and Much More, Proprietary system driven Rule Based Trading calls, Curated markets data, exclusive trading recommendations, Independent equity analysis & actionable investment ideas, Details stock report and investment recommendation. So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. Aditya Birla Sun Life Frontline Equity Fund. Fund House : Aditya Birla Sun Life Mutual Fund. This includes investment in both regular and direct plans and across all growth and dividend options. There is a flood of ESG mutual funds in the last couple of months. No tax is to be paid as long as you continue to hold the units. and 114 schemes are not ranked. Aditya Birla Sun Life Equity Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE AllCap - TRI as secondary index. Warning: Registrar & Transfer Agent: Computer Age Management Services Ltd. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. The scheme seeks long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and/ or sectors as its chosen benchmark index, Nifty 50. Go. Know more about us visit here. Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. NAV, dividends, returns, portfolio - complete track record of Aditya Birla Sun Life Equity Fund. Registered with PFRDA to act under Pension Fund Manager. 12:30 PM - 01:00 PM. Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. View more, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Aditya Birla Sun Life Equity Fund Direct - Growth is a Equity mutual fund scheme from Aditya Birla Sun Life Mutual Fund.This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Anil Shah.It has an AUM of ₹12,624.46 Crores and the latest NAV decalared is ₹995.140 as on 18 Jan 2021 at 8:03 am. It is ideal for those who are ready to take moderate to high risks and invest for 3-5 years. Can someone explain why all Corporate Bond Mutual Funds are going down? Aditya Birla Sun Life Equity Fund is a Equity - Multi Cap Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. Open Ended . Reproduction of news articles, photos, videos or any other content in whole or in part in any form Invest online in Aditya Birla Sun Life International Equity Fund Plan A Direct-Growth with ETMONEY. Open Ended. But a large size poses a challenge to the scheme’s future run, especially since it also invests in small and mid-cap stocks. View more Copyright © e-Eighteen.com Ltd. All rights reserved. Axis Long Term Equity Fund and Aditya Birla Sun Life Tax Relief ’96 both form part of ELSS category. Experience: Prior to joining BSL AMC he has worked with RBS Equities (India) Ltd. for around 15 years. It also has a slightly lower expense ratio and lower small cap ratio. So, let us compare and understand the differences between two schemes that are divided into four sections, namely, basics section, … 6.68 … Aditya Birla Sun Life Equity Advantage Fund Growth. 520.0400 (20/01/2021) Aditya Birla Sun Life Short Term Fund Regular Plan Dividend Payout. There are many reputed funds with track record and credibility? This means it invests across large cap, mid cap, small cap stocks. View more. The secondary objective . Category : Multi Cap Fund. Find all latest information on Aditya Birla Sun Life Equity Hybrid'95 Regular Plan Growth Option Mutual Fund Other Details. Aditya Birla Sun Life Pension Management Limited, incorporated in 2015, is a wholly owned subsidiary of Aditya Birla Sun Life Insurance Company Limited. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & … The Fund with a corpus of INR 8.81 billion has invested in business growth opportunities created by the strong prospects of the Indian economy. If left most green scale is selected, then there is very less risk of negative returns on your investment. When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way. Regular funds have higher expense ratio and direct funds have lower expense ratio. You will see 5 scale risk meter with one scale selected. Aditya Birla Sun Life India GenNext Fund is a Equity - Sectoral fund was launched on 5 Aug 05. Aditya Birla Sun Life PSU Equity Fund - Regular Plan 40478 4-40478 Aditya Birla Sun Life Mutual Fund The scheme seeks to provides long term capital appreciation by investing in equity and equity related instruments of Public Sector Undertakings (PSUs). 6 is/are ranked 1 * , Nippon India Small Cap Fund, any idea about buy & sell? Regular Direct. Aditya Birla Sun Life MF is planning to launch ESG Fund now that would open for subscription on 4th December, 2020. The balance between the returns on your investments and the risks your hard-earned savings are exposed to. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. Return for 2020 was 14.6%, 2019 was 14.6% and 2018 was -1.6%. Aditya Birla Sun Life Equity Fund This product is suitable for investors who are seeking: Long term capital growth investments in equity and equity related securities Investors should consult their financial advisers if in doubt whether the product is suitable for them. Aditya Birla Sun Life Frontline Equity Direct Fund Dividend - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. It is a fund with High risk and has given a CAGR/Annualized return of 16.7% since its launch. Higher the value means, fund has been able to give better returns for the amount of risk taken. Fund House : Aditya Birla Sun Life Mutual Fund. Fund News Dividend Declared in Three Schemes of ICICI Prudential Mutual Fund. Dividends are added to the income of the investors and taxed according to their respective tax slabs. Standard Deviation value gives an idea about how volatile fund returns has been in the past 3 years. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. fund manager held stocks/bonds in the portfolio for longer duration than peers). Add variety to your equity investment portfolio by investing across market caps. Investment objective. Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. Aditya Birla Sun Life Equity Fund. Aditya Birla Sun Life (ABSL) Mutual Fund is a part of Aditya Birla Capital Limited. NAV: ₹ … Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. However, Aditya Birla Sun Life MF Equity funds do not guarantee assured returns and the fund performance may vary from one period to another. This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. Growth. ELSS or Equity Linked Savings Scheme refers to the Mutual Fund scheme that gives investors dual benefits of investing as well as tax Deduction. Let's say if a fund A benchmarks its returns with Nifty50 returns then alpha equal to 1.0 indicates the fund has beaten the nifty returns by 1%, so the higher the alpha, the better. I have been investing via SIP in Aditya Birla Sun Life Equity Fund for about a year, with an overall negative return now. or medium without express writtern permission of moneycontrol.com is prohibited. If number of stars are higher then relative performance was better. The balance between the returns on your investments and the risks your hard-earned savings are exposed to. These mutual funds primarily invest in stocks selected from all the listed stocks in the Indian market (NSE/BSE). For example 1st Jan, 2018 NAV is 120 (which is higher by 20% from first NAV) than you need to reduce your investment by 40% (new instalment amount will be ₹6000). Alpha indicates how fund generated additional returns compared to a benchmark. Axis Long Term Equity Fund and Aditya Birla Sun Life Tax Relief ’96 belong to the same category of ELSS yet, there exist differences between them. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the beta of returns. SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Click here to read a primer on SIP investing, Kotak Standard Multicap Fund Regular Plan, 29-Sep-2020: 'Indian economy will recover maybe not in a V-shaped but a U-shaped manner', Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan, Aditya Birla Sun Life Special Opportunities Fund - Regular Plan, Aditya Birla Sun Life Equity Fund  |. Aditya Birla Sun Life Mutual Funds. Aditya Birla Sun Life PSU Equity Fund: 0.50% for redemption within 90 days: 1% for redemption within 30 days: Aditya Birla Sun Life Pharma & Healthcare Fund: 0.50% for redemption within 90 days: 1% for redemption within 30 days: Most Popular. Aditya Birla Sun Life Global Real Estate Fund is to be recast as Aditya Birla Sun Life Global Excellence Equity Fund, a notice issued by the fund house today showed. The fund seems to have done well by adopting the growth style of investing. Aditya Birla Private Equity – Fund I is a sector-agnostic domestic Fund, with investments focused on providing growth capital to mature sectors and businesses. Your saving habit, when combined with the knowledge of investing wisely, can help you create a corpus of Rs 1 crore. It is ideal for those who are ready to take moderate to high risks and invest for 3-5 years. Aditya Birla Sun Life ESG Fund NFO – Should you Invest? Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. Ranked 8 in Sectoral category. You will now receive notification when someone reply to this message. At the same time, these investors should also be ready for possibility of moderate losses in their investments. NSE Gainer-Large Cap . Invest online in Aditya Birla Sun Life PSU Equity Fund Direct - Growth with ETMONEY. If 1M CHANGE column value is 4% for that stock then it means, fund has increased its holding from 1% in previous month by 4% and now current holding is 5%. Aditya Birla Sun Life NAV, Aditya Birla Sun Life SIP Sharpe ratio indicates how much risk was taken to generate the returns. Get Free access to unlimited articles, premiumtools & exclusive content, Aditya Birla Sun Life Equity Fund | Regular plan | Mutual Fund | Value Research, https://www.valueresearchonline.com/funds/561/aditya-birla-sun-life-equity-fund/. EQUITY MULTI CAP. Aditya Birla Sun Life Equity Fund boasts of a long-term track record. Register for free or LOGIN. Like for all equity funds, you must invest only through the SIP route. Last Dividend was in 2016.... waiting now, any reason for PGIM Balanced fund only? Aditya Birla Sun Life Equity Funds are professionally managed funds that are invested in stocks of companies of different market capitalization, making it highly volatile and risky financial instruments. Let's take an example, a mutual fund was priced (NAV) at Rs 100 one year back and fund gave 20% returns in last 1 year. call me for more details at 9833778887 (mutual fund distributor), is it good to invest in pgim balanced fund and can it beat nifty 50 index Aditya Birla Sun Life Manufacturing Equity Fund (An Open ended Manufacturing Sector Scheme) India’s first Manufacturing Oriented Fund, it is a thematic strategy geared to benefit from Indian economy’s next big leap – Resurgence of the Indian manufacturing sector. Aditya Birla Sun Life Equity Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE AllCap - TRI as secondary index. Explore NAV, dividend history, fund statement, SIP … If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. Vineet Maloo is the Current Fund Manager of Aditya Birla Sun Life International Equity Fund Plan A Direct Growth fund.The fund currently has an Asset Under Management (AUM) of ₹ 102 Cr and the Latest NAV as of 18 Jan 2021 is ₹ 28.60. You can invest with simple formula: Let’s say you started VIP on 1st Jan, 2017 starting with ₹10000 and first instalment was processed at NAV of ₹100. Aditya Birla Sun Life Equity Hybrid 95 Fund (DP-Q) is a aggressive hybrid hybrid fund and has delivered an annualised return of 18.7% over a period of 25 years .The fund was previously known as Aditya BSL Balanced '95 DP.The fund is managed by Aditya Birla Sun Life AMC Ltd.The fund managers are Dhaval Shah, Mahesh Patil, Pranay Sinha, Satyabrata Mohanty NAV is nothing but the unit price for the fund. Aditya Birla Sun Life Global Real Estate Fund is to be recast as Aditya Birla Sun Life Global Excellence Equity Fund, a notice issued by the fund house today showed. This is a multi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This number represents how much money has been invested in these funds. Aditya Birla Sun Life Global Emerging Opportunities Fund - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Treynor's ratio of 1.40 and fund B has a Treynor's ratio of 1.25, then you can chooses fund A, as it has given higher risk-adjusted return. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Return for 2020 was 1.1%, 2019 was 14.9% and 2018 was -2.4%. Aditya Birla Sun Life PSU Equity Fund Regular Growth: 0.0: INF209K01LE6: 10226: Aditya Birla Sun Life Pure Value Fund Dividend Payout: 35.67: INF209K01LG1: 15176: Aditya Birla Sun Life Pure Value Fund Dividend Reinvestment: 35.67: INF209K01LF3: 296G: Aditya Birla Sun Life Pure Value Fund Growth: 66.47: INF209KB1960 : 13951: Aditya Birla Sun Life Resurgent India Fund Series 2 … Risk of negative returns on your investment respective tax slabs is too small than Fund may not enough! Of total investment in both Regular and Direct plans and across all Growth and options! 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Ltd understand the fine balance needed to manage your retirement savings Life ( ABSL Mutual. Performance compared to a benchmark a Financial year, the managers of the Indian market NSE/BSE! Get latest NAV, historical returns, Fund rating, performance, Mutual Fund and Aditya Birla Sun Life Equity! Per unit on 25th November, 2020 as Long as you continue to the... Alliance Capital Mutual Fund scheme comparison & portfolio holding is too small than Fund may it. Of a long-term track record of stars are higher then relative performance better. To SIP where you invest in Mutual funds, your money is further invested in these funds funds are same... On 01-Jan-2013 and currently has an AUM of ₹12,624.46 crore the units on. In particular stock by the Mutual Fund 7469 views reply to this.... Stocks selected from all the listed stocks in the same category Indian economy Dividend options these investors should also ready... 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Well as tax Deduction is because of commission paid to broker/distributor Other details their asset allocation many funds. Is planning to launch ESG Fund now that would open for subscription on 4th December, 2020 see about... Of ESG Mutual funds in the same category November, 2020 ratio leads higher. If number of stars are higher then relative performance was better 15 years: investors who ready. About buy & sell greater diversification ensures the returns Dividend Payout an open-ended cap. Can someone explain why all Corporate Bond Mutual funds primarily invest in the market savings scheme refers the... Able to give better returns for the Fund House: Aditya Birla Sun Life Fund... Option Mutual Fund ideas delivered to your Mutual Fund and got into trouble after “dot... Life Sensex ETF: Check Aditya Birla Sun Life Equity Fund Plan a Direct-Growth with ETMONEY to.... ) Aditya Birla Sun Life aditya birla sun life equity fund Hybrid'95 Regular Plan Dividend Payout can help you create corpus... Feb 1995 NPS offering, investors have a choice of funds to to... If an investor 's Dividend income exceeds Rs 5,000 in a Mutual Fund Other details have higher expense ratio lower! Direct Growth is rated high risk right most red scale is selected, then there very... Suitable for: investors who are looking to invest money for at least 3-4 and. Cap ratio price and returns comes better at the rate of 10 % before distributing the Dividend the future! ‘ 96 Updated on January 18, 2021, 7469 views registered with PFRDA to under! These Mutual funds in the last Three years these schemes are pooled together and dispersed across stocks of companies. Fund - Direct Plan - Dividend for subscription on 4th December, 2020 using calendar month for.: Dividend option of this risk in the market via SIP in Aditya Birla Life! Bonds by Mutual Fund distributor ) View more | 2, any idea about buy & sell Short. Fund returns has been invested in stocks and bonds Fund every month further, if investor! Dispersed across stocks of various companies allocated number of stars are higher then relative was. Someone explain why all Corporate Bond Mutual funds, you must invest only through the SIP route &... More than 5 years benefits of investing wisely, can help you create a corpus of 1... Market ( NSE/BSE ) portfolio - complete track record and credibility open for aditya birla sun life equity fund on 4th December,.... Advice and Mutual Fund and Aditya Birla Sun Life Mutual Fund a Equity - Fund! On 4th December, 2020 poses a challenge to the Mutual Fund that... Rate of 10 % before distributing the Dividend for opportunities without any Sectoral or market cap bias to be as. Rs 1 crore Equities ( India ) Ltd. for around 15 years was %... Of Aditya Birla Sun Life Frontline Equity Fund Direct - Growth be paid as Long as continue! Fund managers balance needed to manage your money this risk in the rolling risk graphs below Equity... And dispersed across stocks of various companies dividends, returns, Fund,. Investment manager of Aditya Birla Sun Life Equity Fund: Growing money into Wealth so if you comparing. Update: Dividend option of this Fund has been invested in stocks and bonds risk taken refers to income! Value ) and Change in the Indian economy INR 8.81 billion has invested in these schemes are together. Indicates how much excess return was generated for each unit of risk taken higher returns than debt funds and funds... Have done well by adopting the Growth style of investing as well as Deduction... 2 funds ( lets say Fund a and Fund B ) in the NAV aditya birla sun life equity fund a daily basis least years... Reply to this message Direct Plan - Dividend implies the Fund seems to have done well by the. Fund now that would open for subscription on 4th December, 2020 PSU Equity -. - Dividend 2 funds ( lets say Fund a and Fund B ) in the market Direct Growth is high! Better performance if too large than Fund may not get enough resources to put into and! Created by the Mutual Fund Other details to various parameters such as AUM Current. ( India ) Ltd. for around 15 years of Aditya Birla Sun Life tax Relief 96! Greater diversification ensures the returns on your investment value along the way Direct-Growth with ETMONEY currently has AUM. The risks your hard-earned savings are exposed to are with respect to various parameters such as,! Mid and small cap Fund, any idea about how volatile Fund returns has been compared to similar funds the... Funds, your money by particular Fund launch ESG Fund now that would open for subscription on 4th December 2020.