Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Equity: Multi Cap |
| Launch Date: 07-05-2021 |
| Asset Class: |
| Benchmark: Nifty 500 Multicap 50:25:25 TRI |
| TER: 1.85% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 5,207.11 Cr As on (31-03-2024) |
| Turn over: 57% | Exit Load: 1% for redemption within 90 days |
17.17
0.11 (0.6407%)
19.56%
Benchmark: 16.53%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to achieve long term growth of capital, at commensurate levels of risk through a diversified research based investment in Large, Mid & Small cap companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | 07-05-2021 | 41.08 | 18.97 | - | - | - |
| HSBC Multi Cap Fund - Regular - Growth | 30-01-2023 | 60.75 | - | - | - | - |
| Kotak Multicap Fund-Regular Plan-Growth | 29-09-2021 | 59.32 | 30.83 | - | - | - |
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 55.16 | 30.67 | 32.77 | 21.11 | 17.65 |
| ITI Multi Cap Fund - Regular Plan - Growth Option | 15-05-2019 | 54.96 | 28.31 | 19.12 | - | - |
| Bank of India Multi Cap Fund Regular Plan - Growth | 03-03-2023 | 54.55 | - | - | - | - |
| Quant Active Fund-GROWTH OPTION - Regular Plan | 21-03-2001 | 54.02 | 23.09 | 27.81 | 29.11 | 23.13 |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | 05-05-2017 | 52.95 | 21.48 | 26.56 | 23.5 | - |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 51.65 | 24.5 | - | - | - |
| HDFC Multi Cap Fund - Growth Option | 07-12-2021 | 50.82 | 29.12 | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
26.7%
Others
1.67%
Large Cap
46.36%
Mid Cap
25.26%
