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 Equity Fund is an open-ended growth scheme, which was initiated on August 27, 1998, by the fund managers of Birla Sun Life Mutual Fund.It always seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. Do not invest in this, or any other multi-cap fund, if you need to redeem your investment in less than five years. View more The above performance is of Regular Plan - … Aditya Birla Sun Life Equity Advantage Fund Growth. This scheme was made available to investors on 24 Feb 1995. Dividends are added to the income of the investors and taxed according to their respective tax slabs. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. 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. fund manager held stocks/bonds in the portfolio for longer duration than peers). 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. View more. This table shows list of stock/bond investments. Owing to higher risk, a focussed fund … 6 is/are ranked 1 * , Lower expense ratio leads to higher returns for investors. Aditya Birla Sun Life Frontline Equity Fund. Aditya Birla Sun Life Equity Fund - Regular Plan - Dividend. 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. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A beta value is lower than Fund B. Aditya Birla Sun Life Mutual Fund: Scheme Name: Aditya Birla SL Special Opportunities Fund Growth: AMC : Aditya Birla Sun Life Mutual Fund: Type: Open: Category: Equity - … Indicates a new holding since last portfolio, Education: Mr.Shah is a B.com, CA and a cost accountant. Name of the Scheme Aditya Birla Sun Life Equity Fund Type of Scheme An open ended equity scheme investing across large cap, mid cap, small cap stocks. NSE Gainer-Large Cap . Fund House : Aditya Birla Sun Life Mutual Fund. This is a Guest login. 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. Invest online in Aditya Birla Sun Life Equity Fund Direct-Growth with ETMONEY. This number represents how much money has been invested in these funds. Aditya Birla Sun Life Equity Fund invests more than 90% of its portfolio in equity instruments and has the flexibility to switch across different market caps to take advantage of growth opportunities. Aditya Birla Sun Life Equity Fund - Regular Plan - Dividend. Aditya Birla Sun Life (ABSL) Mutual Fund is a part of Aditya Birla Capital Limited. Now if you want to change your investment amount by 10% for every 5% change in NAV then on all subsequent instalment dates, you need to check NAV and compare the same with first NAV (ie ₹100 in our example) and based on difference, you need to adjust amount. Aditya Birla Sun Life Equity Fund : Growing Money into Wealth. 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. Aditya Birla Sun Life Equity Fund is an open-ended multi cap fund. I would like to increase (decrease) my installment value by, Fund manager updated portfolio less frequently than peers in last 1 year. ELSS or Equity Linked Savings Scheme refers to the Mutual Fund scheme that gives investors dual benefits of investing as well as tax Deduction. If the fund size is too small than fund may not get enough resources to put into research and management. 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. Aditya Birla Sun Life Equity Fund 16.02 6.49 13.18 22.20 Value of Std Investment of ` 10,000 11607 12082 18586 885270 Benchmark - S&P BSE All Cap Index TRI 18.76 7.54 12.57 NA Value of Std Investment of ` 10,000 11881 12443 18090 NA Additional Benchmark - Nifty 50 TRI 16.09 11.28 13.39 14.73 Value of Std Investment of ` 10,000 11614 13790 18754 216071 • Past performance may or … Investment in particular stock by the strong prospects of the Indian market ( NSE/BSE ) quantity value... From all the listed stocks in the market excess return was generated for each unit risk! However if right most red scale is selected, then there is very risk... 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