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Aditya Birla Sun Life India Reforms Fund-Growth

Category: Equity Funds Diversified
Launch Date: 25-06-2010
Asset Class: Equity
Benchmark: Nifty 500 Index
Expense Ratio: 2.92% As on (31-03-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 100.16 Cr As on (31-03-2018)
Turn over: 72%
NAV as on 18-05-2018

19.68

-0.35 (-1.7785%)

CAGR Since Inception

8.95%

Nifty 500 Index 14.83%

PERFORMANCE of Aditya Birla Sun Life India Reforms Fund-Growth

Scheme Performance (%)

Data as on - 18-05-2018

Yearly Performance (%)

Fund Managers

Mr. Satyabrata Mohanty

Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA. He has been part of Birla group since last 17 years. He has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management (Equity & Debt), Trading and Credit Research functions. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Ltd & joined ABG as a management Trainee.

Investment Objective

The scheme seeks to generate income & capital appreciation by predominantly investing in equity & equity linked instruments of companies that are expected to benefit from the economic reforms, PSU divestment and increased government spending. The scheme will invest across sectors without any market cap or sectorial bias.

RETURNS CALCULATOR for Aditya Birla Sun Life India Reforms Fund-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Aditya Birla Sun Life India Reforms Fund-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life India Reforms Fund-Growth 14.85 0.75 -3.47 1.02 - -
Equity Funds Diversified - - - - - -

PEER COMPARISION of Aditya Birla Sun Life India Reforms Fund-Growth

Period
Data as on - 18-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Aditya Birla Sun Life India Reforms Fund-Growth 25-06-2010 9.88 20.21 12.15 16.27 0.0
Axis Bluechip Fund - Growth 05-01-2010 21.33 18.16 11.4 15.05 0.0
Axis Focused 25 Fund - Growth Option 29-06-2012 20.38 24.42 15.9 17.34 0.0
Invesco India Contra Fund - Growth 11-04-2007 19.71 23.21 15.46 22.93 15.3
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 18.94 19.97 11.96 16.1 0.0
UTI - Equity Fund-Growth Option 01-08-2005 18.1 16.98 10.39 16.24 12.78
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 18.09 17.74 12.09 0.0 0.0
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth 21-10-2008 17.96 19.06 11.12 15.29 0.0
Principal Dividend Yield Fund-Growth Plan 15-10-2004 17.41 26.04 14.36 16.22 10.61
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 16.78 24.77 16.05 19.49 0.0

PORTFOLIO ANALYSIS of Aditya Birla Sun Life India Reforms Fund-Growth

Asset Allocation (%)

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