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முதல் 10 சிறந்த ஆதித்யா பிர்லா சன் லைஃப் மியூச்சுவல் ஃபண்ட் திட்டங்கள் 2022 | ஃபின்காஷ்

ஃபின்காஷ் »ஏபிஎஸ்எல் மியூச்சுவல் ஃபண்ட் »சிறந்த பிஎஸ்எல் மியூச்சுவல் ஃபண்ட் திட்டங்கள்

2022க்கான 10 சிறந்த ஆதித்ய பிர்லா சன் லைஃப் மியூச்சுவல் ஃபண்டுகள்

Updated on November 18, 2024 , 81512 views

ஒரு பெரிய உடன்முதலீட்டாளர் அடிப்படை, ஆதித்யாபிர்லா சன் லைஃப் மியூச்சுவல் ஃபண்ட் இந்தியாவின் முன்னணி ஃபிளாக்ஷிப்களில் ஒன்றாக உருவெடுத்துள்ளதுபரஸ்பர நிதி வணிக. ஃபண்ட் ஹவுஸ் வழங்குகிறது aசரகம் வகையின் கீழ் முதலீட்டு விருப்பங்கள்ஈக்விட்டி நிதிகள், கடன் மற்றும்சமப்படுத்தப்பட்ட நிதி.

BSL மியூச்சுவல் ஃபண்ட் ஆராய்ச்சி ஆய்வாளர்களின் மிகப்பெரிய குழுவைக் கொண்டுள்ளது, முதலீடு செய்ய சிறந்த நிறுவனங்கள் அல்லது பத்திரங்களைக் கண்காணிக்க அர்ப்பணிக்கப்பட்டுள்ளது. முதலீட்டாளர்கள் தங்கள் பல்வேறு முதலீட்டு இலக்குகளைத் திட்டமிடலாம்முதலீடு பிஎஸ்எல் மியூச்சுவல் ஃபண்ட் வழங்கும் திட்டங்களில். முதலீடு செய்ய, முதலீட்டாளர்கள் கீழே பட்டியலிடப்பட்டுள்ள முதல் 10 சிறந்த பிர்லா சன் லைஃப் மியூச்சுவல் ஃபண்ட் திட்டங்களிலிருந்து ஒரு நிதியைத் தேர்வு செய்யலாம்.

Birla

AUM போன்ற சில அளவுருக்களை மேற்கொள்வதன் மூலம் இந்த நிதிகள் பட்டியலிடப்பட்டுள்ளன,இல்லை, கடந்தகால நிகழ்ச்சிகள், சக சராசரி வருமானம் போன்றவை.

ஆதித்ய பிர்லா மியூச்சுவல் ஃபண்டில் ஏன் முதலீடு செய்ய வேண்டும்?

  • பாதுகாப்பு: பிர்லா சன் லைஃப் மிகவும் ஈர்க்கக்கூடிய சாதனைப் பதிவைக் கொண்டுள்ளது மற்றும் முதலீட்டாளரின் பணத்தின் பாதுகாப்பிற்காக தொடர்ந்து பாடுபடுகிறது.

  • நிலையான வருமானம்: பிர்லா சன் லைஃப் மியூச்சுவல் ஃபண்ட் ஒரு நிலையான சேனலை வழங்குகிறதுவருமானம்.

  • செல்வத்தை கட்டியெழுப்புதல்: ஒரு குறிப்பிட்ட காலத்திற்குள் படிப்படியான செல்வத்தை உருவாக்க இது ஒரு நல்ல வழி.

  • மாத வருமானம்: ஆர்வமுள்ளவர்கள்குறுகிய கால நிதி பிர்லா சன் லைஃப் மியூச்சுவல் ஃபண்டில் கண்டிப்பாக முதலீடு செய்யலாம் மற்றும் அதிலிருந்து நிலையான மாத வருமானம் பெறலாம்.

  • வலுவான பகுப்பாய்வுக் குழு: பிர்லா சன் லைஃப் அசெட் மேனேஜ்மென்ட் கோ. லிமிடெட் உலகின் மிகப்பெரிய பகுப்பாய்வுக் குழுக்களில் ஒன்றாகும்.சந்தை.

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சிறந்த ஆதித்ய பிர்லா சன் லைஃப் மியூச்சுவல் ஃபண்ட் திட்டங்கள்

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2023 (%)
Aditya Birla Sun Life Infrastructure Fund Growth ₹91.22
↓ -1.04
₹1,195 1,000 1,000 -6.4-0.333.122.825.612.644.5
Aditya Birla Sun Life Dividend Yield Fund Growth ₹445.91
↑ 2.03
₹1,540 1,000 1,000 -6.46.830.220.322.919.140.3
Aditya Birla Sun Life Pure Value Fund Growth ₹122.537
↓ -0.85
₹6,416 1,000 1,000 -5.46.32718.721.616.343
Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹31.31
↓ -0.25
₹1,209 1,000 1,000 -3.4736.416.619.612.432.5
Aditya Birla Sun Life Midcap Fund Growth ₹749.37
↓ -4.74
₹6,015 1,000 1,000 -3.1930.81622.621.639.9
Aditya Birla Sun Life Small Cap Fund Growth ₹84.582
↓ -0.55
₹5,181 1,000 1,000 -3.56.324.615.223.21339.4
Aditya Birla Sun Life Gold Fund Growth ₹22.4329
↑ 0.32
₹440 100 100 5.72.923.113.613.16.614.5
Aditya Birla Sun Life Financial Planning FOF Aggressive Plan Growth ₹50.1749
↑ 0.22
₹217 1,000 100 -2.75.823.813.616.812.724.5
Aditya Birla Sun Life Medium Term Plan Growth ₹36.8289
↓ -0.01
₹1,968 1,000 1,000 3.56.510.313.69.78.76.9
Aditya Birla Sun Life India GenNext Fund Growth ₹204.51
↓ -1.33
₹5,854 1,000 1,000 -4.77.223.312.9181725.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Nov 24
*அடிப்படையிலான நிதியின் பட்டியல்சொத்துக்கள் >= 100 கோடி & அடிப்படையில் வரிசைப்படுத்தப்பட்டது3 வருடம்சிஏஜிஆர் திரும்பு.

1. Aditya Birla Sun Life Infrastructure Fund

An Open-ended growth scheme with the objective to providing for medium to long-term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of companies that are participating in the growth and development of Infrastructure in India.

Aditya Birla Sun Life Infrastructure Fund is a Equity - Sectoral fund was launched on 17 Mar 06. It is a fund with High risk and has given a CAGR/Annualized return of 12.6% since its launch.  Ranked 17 in Sectoral category.  Return for 2023 was 44.5% , 2022 was 8.9% and 2021 was 44.8% .

Below is the key information for Aditya Birla Sun Life Infrastructure Fund

Aditya Birla Sun Life Infrastructure Fund
Growth
Launch Date 17 Mar 06
NAV (21 Nov 24) ₹91.22 ↓ -1.04   (-1.13 %)
Net Assets (Cr) ₹1,195 on 31 Oct 24
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.4
Sharpe Ratio 2.43
Information Ratio 0.42
Alpha Ratio 9.19
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,771
31 Oct 21₹16,565
31 Oct 22₹17,253
31 Oct 23₹22,293
31 Oct 24₹32,388

Aditya Birla Sun Life Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Aditya Birla Sun Life Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24

DurationReturns
1 Month -7.3%
3 Month -6.4%
6 Month -0.3%
1 Year 33.1%
3 Year 22.8%
5 Year 25.6%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 44.5%
2022 8.9%
2021 44.8%
2020 12.3%
2019 -3.8%
2018 -22.1%
2017 52.7%
2016 1.6%
2015 -1.4%
2014 67.6%
Fund Manager information for Aditya Birla Sun Life Infrastructure Fund
NameSinceTenure
Mahesh Patil22 Sep 222.11 Yr.
Jonas Bhutta22 Sep 222.11 Yr.
Dhaval Joshi21 Nov 221.95 Yr.

Data below for Aditya Birla Sun Life Infrastructure Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Industrials54.4%
Utility8.38%
Basic Materials6.75%
Communication Services6.64%
Financial Services6.27%
Consumer Cyclical5.01%
Energy4.4%
Real Estate2.49%
Technology2.11%
Health Care1.14%
Asset Allocation
Asset ClassValue
Cash2.41%
Equity97.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 19 | LT
7%₹85 Cr230,963
NTPC Ltd (Utilities)
Equity, Since 30 Jun 17 | 532555
7%₹83 Cr1,880,477
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Jun 19 | BHARTIARTL
6%₹71 Cr412,858
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 29 Feb 24 | 500312
3%₹37 Cr1,243,500
Tega Industries Ltd (Industrials)
Equity, Since 31 Aug 23 | 543413
3%₹34 Cr178,740
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 19 | 532538
3%₹33 Cr28,365
Power Mech Projects Ltd (Industrials)
Equity, Since 31 Oct 23 | POWERMECH
3%₹33 Cr49,525
Sobha Ltd (Real Estate)
Equity, Since 30 Jun 22 | SOBHA
2%₹27 Cr141,406
H.G. Infra Engineering Ltd Ordinary Shares (Industrials)
Equity, Since 28 Feb 18 | HGINFRA
2%₹27 Cr174,157
Premier Energies Ltd (Technology)
Equity, Since 31 Aug 24 | PREMIERENE
2%₹27 Cr248,457
↑ 248,457

2. Aditya Birla Sun Life Dividend Yield Fund

(Erstwhile Aditya Birla Sun Life Dividend Yield Plus)

An Open-ended growth scheme with the objective to provide capital growth and income by investing primarily in a well-diversified portfolio of dividend paying companies that have a relatively high dividend yield.

Aditya Birla Sun Life Dividend Yield Fund is a Equity - Dividend Yield fund was launched on 26 Feb 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.1% since its launch.  Ranked 73 in Dividend Yield category.  Return for 2023 was 40.3% , 2022 was 5.2% and 2021 was 36.2% .

Below is the key information for Aditya Birla Sun Life Dividend Yield Fund

Aditya Birla Sun Life Dividend Yield Fund
Growth
Launch Date 26 Feb 03
NAV (19 Nov 24) ₹445.91 ↑ 2.03   (0.46 %)
Net Assets (Cr) ₹1,540 on 31 Oct 24
Category Equity - Dividend Yield
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.31
Sharpe Ratio 1.95
Information Ratio 1.22
Alpha Ratio 3.43
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)
Sub Cat. Dividend Yield

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,079
31 Oct 21₹15,801
31 Oct 22₹16,435
31 Oct 23₹20,071
31 Oct 24₹29,036

Aditya Birla Sun Life Dividend Yield Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Aditya Birla Sun Life Dividend Yield Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24

DurationReturns
1 Month -7.4%
3 Month -6.4%
6 Month 6.8%
1 Year 30.2%
3 Year 20.3%
5 Year 22.9%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40.3%
2022 5.2%
2021 36.2%
2020 16.1%
2019 3.5%
2018 -14.6%
2017 33.2%
2016 2.6%
2015 -5.5%
2014 55.8%
Fund Manager information for Aditya Birla Sun Life Dividend Yield Fund
NameSinceTenure
Dhaval Gala1 Apr 222.59 Yr.
Dhaval Joshi21 Nov 221.95 Yr.

Data below for Aditya Birla Sun Life Dividend Yield Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Technology19.81%
Financial Services17.86%
Utility12.52%
Consumer Defensive10.34%
Consumer Cyclical9.66%
Industrials9.34%
Energy8.56%
Basic Materials7.22%
Health Care1.88%
Real Estate1.46%
Communication Services0.78%
Asset Allocation
Asset ClassValue
Cash0.57%
Equity99.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Jun 11 | INFY
6%₹90 Cr478,545
NTPC Ltd (Utilities)
Equity, Since 31 Dec 18 | 532555
5%₹86 Cr1,932,249
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | ITC
3%₹55 Cr1,052,102
Coal India Ltd (Energy)
Equity, Since 31 Oct 18 | COALINDIA
3%₹51 Cr999,000
CMS Info Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | 543441
3%₹49 Cr825,183
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 18 | 532755
3%₹44 Cr281,469
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Nov 21 | HINDUNILVR
3%₹43 Cr146,400
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 14 | MCX
3%₹43 Cr75,505
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | 532977
3%₹43 Cr34,504
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 19 | TCS
3%₹42 Cr99,280

3. Aditya Birla Sun Life Pure Value Fund

An Open ended Diversified Equity Scheme with the objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy.

Aditya Birla Sun Life Pure Value Fund is a Equity - Value fund was launched on 27 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.3% since its launch.  Ranked 15 in Value category.  Return for 2023 was 43% , 2022 was 3.5% and 2021 was 34.5% .

Below is the key information for Aditya Birla Sun Life Pure Value Fund

Aditya Birla Sun Life Pure Value Fund
Growth
Launch Date 27 Mar 08
NAV (21 Nov 24) ₹122.537 ↓ -0.85   (-0.69 %)
Net Assets (Cr) ₹6,416 on 31 Oct 24
Category Equity - Value
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 1.86
Information Ratio 0.69
Alpha Ratio 2.12
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)
Sub Cat. Value

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,395
31 Oct 21₹15,600
31 Oct 22₹15,513
31 Oct 23₹19,392
31 Oct 24₹27,251

Aditya Birla Sun Life Pure Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Aditya Birla Sun Life Pure Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24

DurationReturns
1 Month -7.7%
3 Month -5.4%
6 Month 6.3%
1 Year 27%
3 Year 18.7%
5 Year 21.6%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 43%
2022 3.5%
2021 34.5%
2020 15.6%
2019 -10.7%
2018 -23.5%
2017 56%
2016 9%
2015 4.2%
2014 99%
Fund Manager information for Aditya Birla Sun Life Pure Value Fund
NameSinceTenure
Kunal Sangoi22 Sep 222.11 Yr.
Dhaval Joshi21 Nov 221.95 Yr.

Data below for Aditya Birla Sun Life Pure Value Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services21.73%
Industrials16.07%
Technology11.34%
Basic Materials11.17%
Consumer Cyclical10.94%
Health Care7.85%
Utility7.55%
Energy5.4%
Real Estate3.11%
Consumer Defensive3.09%
Asset Allocation
Asset ClassValue
Cash1.75%
Equity98.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 May 22 | INFY
4%₹283 Cr1,507,720
NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | 532555
4%₹264 Cr5,966,928
Minda Corp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | MINDACORP
3%₹231 Cr3,844,718
Ramkrishna Forgings Ltd (Industrials)
Equity, Since 31 Mar 18 | 532527
3%₹229 Cr2,272,316
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 22 | SUNPHARMA
3%₹224 Cr1,161,021
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 24 | 532755
3%₹182 Cr1,153,145
↑ 134,367
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
3%₹173 Cr1,359,383
Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Dec 21 | 532144
3%₹173 Cr2,256,601
Shriram Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | SHRIRAMFIN
3%₹171 Cr477,703
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 21 | RELIANCE
2%₹167 Cr565,201
↓ -54,707

4. Aditya Birla Sun Life Manufacturing Equity Fund

The primary investment objective of the Schemes is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Aditya Birla Sun Life Manufacturing Equity Fund is a Equity - Multi Cap fund was launched on 31 Jan 15. It is a fund with High risk and has given a CAGR/Annualized return of 12.4% since its launch.  Return for 2023 was 32.5% , 2022 was -1.4% and 2021 was 22.1% .

Below is the key information for Aditya Birla Sun Life Manufacturing Equity Fund

Aditya Birla Sun Life Manufacturing Equity Fund
Growth
Launch Date 31 Jan 15
NAV (21 Nov 24) ₹31.31 ↓ -0.25   (-0.79 %)
Net Assets (Cr) ₹1,209 on 31 Oct 24
Category Equity - Multi Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating Not Rated
Risk High
Expense Ratio 2.43
Sharpe Ratio 2.44
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)
Sub Cat. Multi Cap

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,389
31 Oct 21₹15,202
31 Oct 22₹15,088
31 Oct 23₹16,842
31 Oct 24₹25,149

Aditya Birla Sun Life Manufacturing Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Aditya Birla Sun Life Manufacturing Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24

DurationReturns
1 Month -7.9%
3 Month -3.4%
6 Month 7%
1 Year 36.4%
3 Year 16.6%
5 Year 19.6%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.5%
2022 -1.4%
2021 22.1%
2020 26.3%
2019 -4%
2018 -12.9%
2017 41.7%
2016 9.2%
2015
2014
Fund Manager information for Aditya Birla Sun Life Manufacturing Equity Fund
NameSinceTenure
Harish Krishnan3 Nov 231 Yr.

Data below for Aditya Birla Sun Life Manufacturing Equity Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Industrials32.82%
Consumer Cyclical23.39%
Basic Materials18.04%
Consumer Defensive9.57%
Health Care8.98%
Energy4.31%
Technology2.33%
Asset Allocation
Asset ClassValue
Cash0.56%
Equity99.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 23 | LT
6%₹70 Cr189,832
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 19 | RELIANCE
4%₹54 Cr183,333
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M
4%₹50 Cr160,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | MARUTI
4%₹46 Cr35,000
Voltas Ltd (Industrials)
Equity, Since 28 Feb 15 | VOLTAS
4%₹44 Cr240,180
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 16 | UBL
3%₹42 Cr194,958
Cummins India Ltd (Industrials)
Equity, Since 28 Feb 15 | 500480
3%₹41 Cr107,954
↓ -5,190
Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 28 Feb 15 | 500040
3%₹35 Cr121,881
↓ -17,830
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Jun 16 | TATASTEEL
3%₹35 Cr2,056,800
Strides Pharma Science Ltd (Healthcare)
Equity, Since 31 May 18 | STAR
3%₹34 Cr241,617
↓ -10,341

5. Aditya Birla Sun Life Midcap Fund

An Open ended Growth Scheme with the objective to achieve long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks.

Aditya Birla Sun Life Midcap Fund is a Equity - Mid Cap fund was launched on 3 Oct 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.6% since its launch.  Ranked 16 in Mid Cap category.  Return for 2023 was 39.9% , 2022 was -5.3% and 2021 was 50.4% .

Below is the key information for Aditya Birla Sun Life Midcap Fund

Aditya Birla Sun Life Midcap Fund
Growth
Launch Date 3 Oct 02
NAV (21 Nov 24) ₹749.37 ↓ -4.74   (-0.63 %)
Net Assets (Cr) ₹6,015 on 31 Oct 24
Category Equity - Mid Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio 1.99
Information Ratio -0.91
Alpha Ratio 2.04
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)
Sub Cat. Mid Cap

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,825
31 Oct 21₹17,214
31 Oct 22₹17,125
31 Oct 23₹20,110
31 Oct 24₹28,979

Aditya Birla Sun Life Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Aditya Birla Sun Life Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24

DurationReturns
1 Month -8%
3 Month -3.1%
6 Month 9%
1 Year 30.8%
3 Year 16%
5 Year 22.6%
10 Year
15 Year
Since launch 21.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 39.9%
2022 -5.3%
2021 50.4%
2020 15.5%
2019 -3.7%
2018 -16%
2017 44.8%
2016 5.7%
2015 10.4%
2014 72.6%
Fund Manager information for Aditya Birla Sun Life Midcap Fund
NameSinceTenure
Vishal Gajwani31 Oct 240 Yr.
Dhaval Joshi21 Nov 221.95 Yr.

Data below for Aditya Birla Sun Life Midcap Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services18.82%
Consumer Cyclical17.3%
Industrials15.88%
Basic Materials15.82%
Health Care11.05%
Utility5.01%
Technology4.52%
Consumer Defensive4.08%
Communication Services2.73%
Real Estate2.45%
Energy0.9%
Asset Allocation
Asset ClassValue
Cash1.43%
Equity98.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 532779
3%₹207 Cr1,100,000
↓ -63,056
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 14 | CHOLAHLDNG
3%₹204 Cr1,000,000
↓ -146,165
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Aug 18 | 506395
3%₹196 Cr1,167,738
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 May 17 | 532843
3%₹191 Cr3,100,000
↓ -194,435
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 540611
3%₹178 Cr2,407,000
↑ 7,000
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 28 Feb 21 | 532296
3%₹171 Cr1,021,197
↓ -28,803
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Sep 19 | FLUOROCHEM
3%₹164 Cr384,577
↓ -36,630
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
2%₹161 Cr448,814
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Aug 20 | 503100
2%₹158 Cr854,228
Mphasis Ltd (Technology)
Equity, Since 31 Mar 20 | 526299
2%₹150 Cr498,427

6. Aditya Birla Sun Life Small Cap Fund

(Erstwhile Aditya Birla Sun Life Small & Midcap Fund)

An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time.

Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13% since its launch.  Ranked 1 in Small Cap category.  Return for 2023 was 39.4% , 2022 was -6.5% and 2021 was 51.4% .

Below is the key information for Aditya Birla Sun Life Small Cap Fund

Aditya Birla Sun Life Small Cap Fund
Growth
Launch Date 31 May 07
NAV (21 Nov 24) ₹84.582 ↓ -0.55   (-0.65 %)
Net Assets (Cr) ₹5,181 on 31 Oct 24
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 1.7
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)
Sub Cat. Small Cap

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,000
31 Oct 21₹17,963
31 Oct 22₹17,177
31 Oct 23₹21,139
31 Oct 24₹29,125

Aditya Birla Sun Life Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Aditya Birla Sun Life Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24

DurationReturns
1 Month -7.9%
3 Month -3.5%
6 Month 6.3%
1 Year 24.6%
3 Year 15.2%
5 Year 23.2%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
2023 39.4%
2022 -6.5%
2021 51.4%
2020 19.8%
2019 -11.5%
2018 -22.6%
2017 56.7%
2016 9.7%
2015 13.4%
2014 66.3%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Abhinav Khandelwal31 Oct 240 Yr.
Dhaval Joshi21 Nov 221.95 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Industrials30.2%
Consumer Cyclical19.24%
Basic Materials10.29%
Financial Services9.24%
Technology8.37%
Health Care7.53%
Real Estate6.2%
Consumer Defensive5.38%
Communication Services0.84%
Asset Allocation
Asset ClassValue
Cash2.7%
Equity97.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 20 | POWERINDIA
4%₹231 Cr158,482
TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS
3%₹156 Cr3,711,062
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 21 | 532929
2%₹124 Cr876,647
↑ 97,218
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR
2%₹123 Cr358,005
R R Kabel Ltd (Industrials)
Equity, Since 30 Sep 23 | RRKABEL
2%₹120 Cr692,435
Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 543413
2%₹118 Cr627,100
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
2%₹116 Cr876,897
TeamLease Services Ltd (Industrials)
Equity, Since 30 Jun 23 | TEAMLEASE
2%₹106 Cr338,205
↓ -1,095
Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 500238
2%₹102 Cr447,586
↓ -48,088
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | CHOLAHLDNG
2%₹93 Cr454,699
↓ -13,693

7. Aditya Birla Sun Life Gold Fund

An Open ended Fund of Funds Scheme with the investment objective to provide returns that tracks returns provided by Birla Sun Life Gold ETF (BSL Gold ETF).

Aditya Birla Sun Life Gold Fund is a Gold - Gold fund was launched on 20 Mar 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 6.6% since its launch.  Return for 2023 was 14.5% , 2022 was 12.3% and 2021 was -5% .

Below is the key information for Aditya Birla Sun Life Gold Fund

Aditya Birla Sun Life Gold Fund
Growth
Launch Date 20 Mar 12
NAV (19 Nov 24) ₹22.4329 ↑ 0.32   (1.46 %)
Net Assets (Cr) ₹440 on 31 Oct 24
Category Gold - Gold
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.51
Sharpe Ratio 1.53
Information Ratio 0
Alpha Ratio 0
Min Investment 100
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)
Sub Cat. Gold

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹12,811
31 Oct 21₹12,040
31 Oct 22₹12,473
31 Oct 23₹14,945
31 Oct 24₹19,129

Aditya Birla Sun Life Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Aditya Birla Sun Life Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24

DurationReturns
1 Month -1.9%
3 Month 5.7%
6 Month 2.9%
1 Year 23.1%
3 Year 13.6%
5 Year 13.1%
10 Year
15 Year
Since launch 6.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 14.5%
2022 12.3%
2021 -5%
2020 26%
2019 21.3%
2018 6.8%
2017 1.6%
2016 11.5%
2015 -7.2%
2014 -9.4%
Fund Manager information for Aditya Birla Sun Life Gold Fund
NameSinceTenure
Haresh Mehta28 Apr 231.51 Yr.

Data below for Aditya Birla Sun Life Gold Fund as on 31 Oct 24

Asset Allocation
Asset ClassValue
Cash2.63%
Other97.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aditya BSL Gold ETF
- | -
99%₹390 Cr57,882,587
↑ 1,200,000
Clearing Corporation Of India Limited
CBLO/Reverse Repo | -
2%₹6 Cr
Net Receivables / (Payables)
Net Current Assets | -
1%-₹3 Cr

8. Aditya Birla Sun Life Financial Planning FOF Aggressive Plan

The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process, as per the risk-return profile of investors. Each of the 3 plans under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific risk-return profile of investors. There can be no assurance that the investment objective of the Scheme will be realized.

Aditya Birla Sun Life Financial Planning FOF Aggressive Plan is a Others - Fund of Fund fund was launched on 9 May 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.7% since its launch.  Ranked 54 in Fund of Fund category.  Return for 2023 was 24.5% , 2022 was 3.6% and 2021 was 21.1% .

Below is the key information for Aditya Birla Sun Life Financial Planning FOF Aggressive Plan

Aditya Birla Sun Life Financial Planning FOF Aggressive Plan
Growth
Launch Date 9 May 11
NAV (19 Nov 24) ₹50.1749 ↑ 0.22   (0.43 %)
Net Assets (Cr) ₹217 on 31 Oct 24
Category Others - Fund of Fund
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.05
Sharpe Ratio 2.03
Information Ratio 1.14
Alpha Ratio 2.54
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)
Sub Cat. Fund of Fund

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,646
31 Oct 21₹14,729
31 Oct 22₹15,135
31 Oct 23₹17,044
31 Oct 24₹22,333

Aditya Birla Sun Life Financial Planning FOF Aggressive Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Aditya Birla Sun Life Financial Planning FOF Aggressive Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24

DurationReturns
1 Month -5%
3 Month -2.7%
6 Month 5.8%
1 Year 23.8%
3 Year 13.6%
5 Year 16.8%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.5%
2022 3.6%
2021 21.1%
2020 19.2%
2019 6.9%
2018 -2.6%
2017 26.5%
2016 7.5%
2015 4.4%
2014 37.1%
Fund Manager information for Aditya Birla Sun Life Financial Planning FOF Aggressive Plan
NameSinceTenure
Vinod Bhat16 Aug 195.21 Yr.
Dhaval Joshi21 Nov 221.95 Yr.

Data below for Aditya Birla Sun Life Financial Planning FOF Aggressive Plan as on 31 Oct 24

Asset Allocation
Asset ClassValue
Cash7.51%
Equity75.25%
Debt15.36%
Other1.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aditya BSL Flexi Cap Dir Gr
Investment Fund | -
14%₹33 Cr160,782
↑ 22,167
Kotak Multicap Dir Gr
Investment Fund | -
14%₹33 Cr15,565,841
↑ 2,141,732
HDFC Large and Mid Cap Dir Gr
Investment Fund | -
14%₹33 Cr881,041
↑ 170,502
ICICI Pru Bluechip Dir Gr
Investment Fund | -
14%₹32 Cr2,648,264
↑ 476,981
Nippon India Growth Dir Gr
Investment Fund | -
14%₹32 Cr69,121
↑ 9,445
Aditya BSL Gov Sec Dir Gr
Investment Fund | -
10%₹23 Cr2,718,541
Nippon India Small Cap Dir Gr
Investment Fund | -
7%₹17 Cr842,450
HDFC Corporate Bond Dir Gr
Investment Fund | -
6%₹13 Cr4,308,036
Aditya BSL Gold ETF
- | -
2%₹4 Cr633,688
Aditya BSL Short Term Dir Gr
Investment Fund | -
0%₹1 Cr232,466
↓ -207,908

9. Aditya Birla Sun Life Medium Term Plan

The primary investment objective of the Scheme is to generate regular income through investments in debt & money market instruments in order to make regular dividend payments to unit holders & secondary objective is growth of capital.

Aditya Birla Sun Life Medium Term Plan is a Debt - Medium term Bond fund was launched on 25 Mar 09. It is a fund with Moderate risk and has given a CAGR/Annualized return of 8.7% since its launch.  Ranked 6 in Medium term Bond category.  Return for 2023 was 6.9% , 2022 was 24.8% and 2021 was 7.1% .

Below is the key information for Aditya Birla Sun Life Medium Term Plan

Aditya Birla Sun Life Medium Term Plan
Growth
Launch Date 25 Mar 09
NAV (21 Nov 24) ₹36.8289 ↓ -0.01   (-0.03 %)
Net Assets (Cr) ₹1,968 on 31 Oct 24
Category Debt - Medium term Bond
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderate
Expense Ratio 1.55
Sharpe Ratio 2.41
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)
Yield to Maturity 7.73%
Effective Maturity 5 Years 1 Month 10 Days
Modified Duration 3 Years 10 Months 6 Days
Sub Cat. Medium term Bond

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,829
31 Oct 21₹10,863
31 Oct 22₹13,465
31 Oct 23₹14,377
31 Oct 24₹15,955

Aditya Birla Sun Life Medium Term Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹209,201.
Net Profit of ₹29,201
Invest Now

Returns for Aditya Birla Sun Life Medium Term Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24

DurationReturns
1 Month 0.3%
3 Month 3.5%
6 Month 6.5%
1 Year 10.3%
3 Year 13.6%
5 Year 9.7%
10 Year
15 Year
Since launch 8.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 6.9%
2022 24.8%
2021 7.1%
2020 8.1%
2019 -4.4%
2018 5.6%
2017 7%
2016 10.9%
2015 9.5%
2014 12%
Fund Manager information for Aditya Birla Sun Life Medium Term Plan
NameSinceTenure
Sunaina Cunha1 Sep 1410.18 Yr.
Mohit Sharma6 Aug 204.24 Yr.
Dhaval Joshi21 Nov 221.95 Yr.

Data below for Aditya Birla Sun Life Medium Term Plan as on 31 Oct 24

Asset Allocation
Asset ClassValue
Cash9.58%
Equity3.16%
Debt85.9%
Other1.35%
Debt Sector Allocation
SectorValue
Government48.02%
Corporate37.28%
Cash Equivalent9.58%
Securitized0.59%
Credit Quality
RatingValue
A5.55%
AA32.83%
AAA61.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
07.18 Goi 14082033
Sovereign Bonds | -
28%₹549 Cr53,500,000
7.26% Govt Stock 2033
Sovereign Bonds | -
11%₹206 Cr20,000,000
07.18 Goi 24072037
Sovereign Bonds | -
6%₹108 Cr10,500,000
Adani Airport Holdings Limited
Debentures | -
3%₹53 Cr5,300
↑ 5,300
Creditaccess Grameen Limited
Debentures | -
3%₹50 Cr500,000
Belstar Microfinance Limited
Debentures | -
3%₹50 Cr5,000
JSW Steel Limited
Debentures | -
3%₹50 Cr500
Piramal Capital & Housing Finance Ltd
Debentures | -
2%₹48 Cr4,800
Hinduja Housing Finance Limited 8.85%
Debentures | -
2%₹46 Cr4,600
JM Financial Products Limited
Debentures | -
2%₹40 Cr4,000

10. Aditya Birla Sun Life India GenNext Fund

An Open-ended growth scheme with the objective to target growth of capital by investing in equity/equity related instruments of companies that are expected to benefit from the rising consumption patterns in India, which in turn is getting fuelled by high disposable incomes of the young generation (Generation Next). The scheme will invest in companies that have the following characteristics: 1. Companies that seek growth in revenues arising out of demand from the younger generation (GenNext) for their products or services. 2. They should be engaged in manufacturing of products or rendering of services that go directly to the consumer. 3. The products and services should have distinct brand identity, thereby enabling choice.

Aditya Birla Sun Life India GenNext Fund is a Equity - Sectoral fund was launched on 5 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 17% since its launch.  Ranked 8 in Sectoral category.  Return for 2023 was 25.2% , 2022 was 5.1% and 2021 was 29.7% .

Below is the key information for Aditya Birla Sun Life India GenNext Fund

Aditya Birla Sun Life India GenNext Fund
Growth
Launch Date 5 Aug 05
NAV (21 Nov 24) ₹204.51 ↓ -1.33   (-0.65 %)
Net Assets (Cr) ₹5,854 on 31 Oct 24
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 1.89
Sharpe Ratio 1.52
Information Ratio -0.78
Alpha Ratio -0.98
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,662
31 Oct 21₹15,454
31 Oct 22₹16,415
31 Oct 23₹17,752
31 Oct 24₹23,661

Aditya Birla Sun Life India GenNext Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Aditya Birla Sun Life India GenNext Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24

DurationReturns
1 Month -7.6%
3 Month -4.7%
6 Month 7.2%
1 Year 23.3%
3 Year 12.9%
5 Year 18%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.2%
2022 5.1%
2021 29.7%
2020 14.6%
2019 14.6%
2018 -1.6%
2017 39.4%
2016 7.4%
2015 7.5%
2014 51%
Fund Manager information for Aditya Birla Sun Life India GenNext Fund
NameSinceTenure
Chanchal Khandelwal26 Aug 159.19 Yr.
Dhaval Joshi21 Nov 221.95 Yr.

Data below for Aditya Birla Sun Life India GenNext Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Consumer Cyclical32.46%
Consumer Defensive25.69%
Financial Services18.9%
Health Care6.58%
Communication Services6.49%
Industrials4.99%
Basic Materials2.08%
Real Estate0.6%
Asset Allocation
Asset ClassValue
Cash2.22%
Equity97.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 17 | BHARTIARTL
5%₹298 Cr1,741,475
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | ITC
5%₹291 Cr5,621,581
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | ICICIBANK
4%₹266 Cr2,090,000
↓ -23,884
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 18 | 500251
4%₹259 Cr341,348
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
3%₹209 Cr1,204,964
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 12 | MARUTI
3%₹203 Cr153,667
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Aug 15 | HINDUNILVR
3%₹176 Cr595,326
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 20 | M&M
3%₹160 Cr515,478
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 29 Feb 20 | 540376
2%₹156 Cr305,452
↓ -15,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 30 Apr 13 | UNITDSPR
2%₹144 Cr908,606

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Unknown, posted on 4 Jul 21 9:54 PM

Well detailed

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