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: NIFTY500 MULTICAP 50:25:25 TRI
TER: 1.85% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 6,066 Cr As on 30-04-2025(Source:AMFI)
Turn over: 57% | Exit Load: For redemption /switch-out of units on or before 90 days from the date of allotment: 1.00% of applicable NAV. For redemption / switch-out of units after 90 days from the date of allotment: Nil.

19.59

17.55%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY500 MULTICAP 50:25:25 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
3 Years 4 Months
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 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.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.5
Sharpe Ratio 0.63
Alpha -0.87
Beta 0.89
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 7.76 21.65 19.72 - -
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 15.88 - - - -
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 13.0 23.42 20.13 - -
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 12.86 29.8 25.78 - -
Invesco India Multicap Fund - Growth Option 17-03-2008 12.56 26.17 23.29 25.78 14.5
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 12.48 27.67 - - -
Mirae Asset Multicap Fund - Regular Plan - Growth 01-08-2023 11.12 - - - -
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 10.55 - - - -
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 10.29 - - - -
ICICI Prudential Multicap Fund - Growth 01-10-1994 10.0 26.57 24.49 26.67 15.25

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

25.76%

Others

1.68%

Others

0.82%

Large Cap

45.68%

Mid Cap

26.04%

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