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. This table shows list of stock/bond investments. Dividend/Bonus. There are many reputed funds with track record and credibility? 12:30 PM - 01:00 PM. Fund News Dividend Declared in Three Schemes of ICICI Prudential Mutual Fund. VIP or Value averaging investment plan works on a principal that, you should invest more when markets are going down and should invest less when markets are at the peak. Std. Let's take an example, a mutual fund was priced (NAV) at Rs 100 one year back and fund gave 20% returns in last 1 year. QUANTITY column value displays how many shares owned by particular fund. Since the fund value may go up / down as per the market movements, these funds are meant for investors with relatively higher risk tolerance. It is a fund with High risk and has given a CAGR/Annualized return of 16.7% since its launch. Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002, Friday, 29-Jan-2021 Experience: Prior to joining BSL AMC he has worked with RBS Equities (India) Ltd. for around 15 years. Aditya Birla Sun Life Global Emerging Opportunities Fund - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. Aditya Birla Sun Life PSU Equity Fund - Regular Plan 40478 4-40478 Aditya Birla Sun Life Mutual Fund The scheme seeks to provides long term capital appreciation by investing in equity and equity related instruments of Public Sector Undertakings (PSUs). Investment objective. You can read more about ranking methodology. That is pretty standard across multi cap funds. Open Ended . Aditya Birla Private Equity – Fund I is a sector-agnostic domestic Fund, with investments focused on providing growth capital to mature sectors and businesses. Copyright © e-Eighteen.com Ltd. All rights reserved. Aditya Birla Sun Life PSU Equity Fund Regular Growth: 0.0: INF209K01LE6: 10226: Aditya Birla Sun Life Pure Value Fund Dividend Payout: 35.67: INF209K01LG1: 15176: Aditya Birla Sun Life Pure Value Fund Dividend Reinvestment: 35.67: INF209K01LF3: 296G: Aditya Birla Sun Life Pure Value Fund Growth: 66.47: INF209KB1960 : 13951: Aditya Birla Sun Life Resurgent India Fund Series 2 … We at Aditya Birla Sun Life Pension Management Ltd understand the fine balance needed to manage your retirement savings. Invest online in Aditya Birla Sun Life International Equity Fund Plan A Direct-Growth with ETMONEY. Find all latest information on Aditya Birla Sun Life Equity Hybrid'95 Regular Plan Growth Option Mutual Fund Other Details. Fund House : Aditya Birla Sun Life Mutual Fund. This is the annual fees, fund charges you to manage your money. Find out Aditya Birla Sun Life Sensex ETF asset allocation, Aditya Birla Sun Life Sensex ETF NAV range, Aditya Birla Sun Life Sensex ETF performance, returns and more. Category : Multi Cap Fund. 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 - … Mutual Fund NAV is the per unit latest value of all such stocks/bonds held in the portfolio, This shows how fund has historically performed compared to other funds in the category. Dividends are added to the income of the investors and taxed according to their respective tax slabs. The greater diversification ensures the returns have remained largely on the higher side in the long term. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A standard deviation value is lower than Fund B. Multi Cap Fund :Multi Cap Fund : Fund has 97.82% investment in indian stocks of which 56.21% is in large cap stocks, 22.95% is in mid cap stocks, 6.84% in small cap stocks. 29-Sep-2020, 'Indian economy will recover maybe not in a V-shaped but a U-shaped manner', Fund News - So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. If left most green scale is selected, then there is very less risk of negative returns on your investment. Alpha indicates how fund generated additional returns compared to a benchmark. Aditya Birla Sun Life Mutual Funds. The Aditya Birla Sun Life International Equity Fund Plan A Direct Growth is rated High risk. Beta value gives idea about how volatile fund performance has been compared to similar funds in the market. The fund seems to have done well by adopting the growth style of investing. Regular Direct. So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. Growth. call me for more details at 9833778887 (mutual fund distributor) 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. Last Dividend was in 2016.... waiting now 520.0400 (20/01/2021) Aditya Birla Sun Life Short Term Fund Regular Plan Dividend Payout. Standard Deviation value gives an idea about how volatile fund returns has been in the past 3 years. Aditya Birla Sun Life Equity Fund boasts of a long-term track record. Further, if an investor's dividend income exceeds Rs. The Fund with a corpus of INR 8.81 billion has invested in business growth opportunities created by the strong prospects of the Indian economy. 6 is/are ranked 1 * , NAV is nothing but the unit price for the fund. | ABSL took over the AMC in 2004 and since then the fund has seen four fund manager changes (see Morning Star fund page). 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 … Lower expense ratio leads to higher returns for investors. Aditya Birla Sun Life Equity Fund: History. If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%. It is ideal for those who are ready to take moderate to high risks and invest for 3-5 years. 6.68 … Lower beta implies the fund gives more predictable performance compared to similar funds in the market. That is pretty standard across multi cap funds. Aditya Birla Sun Life (ABSL) Mutual Fund is a part of Aditya Birla Capital Limited. If the fund size is too small than fund may not get enough resources to put into research and management. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend. Want to know how? In our NPS offering, investors have a choice of funds to cater to their asset allocation needs. Large & Mid- Cap. Regular Direct. Explore NAV, dividend history, fund statement, SIP … and 114 schemes are not ranked. When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. Registered with PFRDA to act under Pension Fund Manager. Aditya Birla Sun Life Sensex ETF: Check Aditya Birla Sun Life Sensex ETF Review on The Economic Times. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. aditya birla sun life focused equity fund - dividend-direct plan-dividend payout- insured aditya birla sun life focused equity fund - dividend reinvestment-direct plan aditya birla sun life focused equity fund - dividend reinvestment-direct plan- insured inf209k01we3 aditya birla sun life focused equity fund - growth-direct plan 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. However both have different expense ratios. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. Aditya Birla Sun Life Manufacturing Equity Fund (An Open ended Manufacturing Sector Scheme) India’s first Manufacturing Oriented Fund, it is a thematic strategy geared to benefit from Indian economy’s next big leap – Resurgence of the Indian manufacturing sector. 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 The scheme would adopt top-down & bottom-up approach of investing & a portion of the scheme will also be invested in IPOs, emerging sectors & other primary market offerings. Aditya Birla Sun Life Equity Hybrid 95 Fund (G) was previously known as Aditya Birla Sun Life 95 Fund (G) A hybrid category open-ended scheme, Aditya Birla Sun Life Equity Hybrid '95 Fund offers the long-term wealth creation and growth to investors. About Aditya Birla Sun Life Mutual Fund. Aditya Birla Sun Life India GenNext Fund is a Equity - Sectoral fund was launched on 5 Aug 05. The above performance is of Regular Plan - … Aditya Birla Sun Life Frontline Equity Fund - Direct Plan: Check Aditya Birla Sun Life Frontline Equity Fund - Direct Plan Review on The Economic Times. Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. NAV: ₹ … Investment objective. Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. Vodafone Idea 10.10 1.25. This number represents how much money has been invested in these funds. Check the latest nav & calculate returns of Aditya Birla Sun Life MF & SIP. Aditya Birla Sun Life Equity Fund : Growing Money into Wealth. It was launched on 01-Jan-2013 and currently has an AUM of ₹10,980.45 crore. Personal finance advice and mutual fund ideas delivered to your inbox every Monday, Change from previous, NAV as on 22-Jan-2021. The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. View more Download free reports. Aditya Birla Sun Life Equity Fund is a multi-cap fund that seeks to benefit from the best of both worlds by investing in stocks across all market capitalisations. No tax is to be paid as long as you continue to hold the units. Nippon India Small Cap Fund, any idea about buy & sell? You will see 5 scale risk meter with one scale selected. There are many reputed funds with track record and credibility? 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. Aditya Birla Sun Life NAV, Aditya Birla Sun Life SIP Can someone explain why all Corporate Bond Mutual Funds are going down? Fund House : Aditya Birla Sun Life Mutual Fund. Get Free access to unlimited articles, premiumtools & exclusive content, Aditya Birla Sun Life Equity Fund | Regular plan | Mutual Fund | Value Research, https://www.valueresearchonline.com/funds/561/aditya-birla-sun-life-equity-fund/. Aditya Birla Sun Life Equity Fund - Regular Plan - Dividend. Aditya Birla Sun Life Equity Fund Direct - Growth is a Equity mutual fund scheme from Aditya Birla Sun Life Mutual Fund.This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Anil Shah.It has an AUM of ₹12,624.46 Crores and the latest NAV decalared is ₹995.140 as on 18 Jan 2021 at 8:03 am. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the standard deviation of returns. 10 is/are ranked 3 * , Axis Long Term Equity Fund Vs Aditya Birla Sun Life Tax Relief ‘96 Updated on January 18, 2021 , 7469 views. At the same time, these investors should also be ready for possibility of moderate losses in their investments. This means it invests across large cap, mid cap, small cap stocks. 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. Aditya Birla Sun Life Frontline Equity Direct Fund Dividend is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund.This scheme was made available to investors on 01 Jan 2013.Mahesh Patil is the Current Fund Manager of Aditya Birla Sun Life Frontline Equity Direct Fund Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹19,575 Cr and the … Regular funds have higher expense ratio and direct funds have lower expense ratio. It is a diversified equity scheme that looks for opportunities without any sectoral or market cap bias. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the beta of returns. You will be allocated number of units based on this price. 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 Hybrid 95 Fund (DP-Q) is a aggressive hybrid hybrid fund and has delivered an annualised return of 18.7% over a period of 25 years .The fund was previously known as Aditya BSL Balanced '95 DP.The fund is managed by Aditya Birla Sun Life AMC Ltd.The fund managers are Dhaval Shah, Mahesh Patil, Pranay Sinha, Satyabrata Mohanty I am considering to switch the SIP to Kotak Standard Multicap Fund given its better performance. The money invested in these schemes are pooled together and dispersed across stocks of various companies. Sharpe ratio indicates how much risk was taken to generate the returns. Aditya Birla Sun Life Equity Fund is an open-ended multi cap fund. Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. (I.e. Go. I have been investing via SIP in Aditya Birla Sun Life Equity Fund for about a year, with an overall negative return now. 16-Jan-2019, Minimum Application Amount changes for Seven Schemes of Aditya Birla Sun Life Mutual Fund, Fund News - Aditya Birla Sun Life Equity Fund - Regular Plan - Dividend. This is a Guest login. This versatility makes multi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund. Go. There is a flood of ESG mutual funds in the last couple of months. Aditya Birla Sun Life MF is planning to launch ESG Fund now that would open for subscription on 4th December, 2020. Return for 2020 was 14.6%, 2019 was 14.6% and 2018 was -1.6%. Aditya Birla Sun Life PSU Equity Fund - Regular Plan 40478 4-40478 Aditya Birla Sun Life Mutual Fund The scheme seeks to provides long term capital appreciation by investing in equity and equity related instruments of Public Sector Undertakings (PSUs). The Risk Measures have been calculated using calendar month returns for the last three years. | Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. About Aditya Birla Sun Life Small Cap Fund (DP-A) Aditya Birla Sun Life Small Cap Fund (DP-A) is a small cap equity fund and has delivered an annualised return of 10.1% over a period of 14 years .The fund was previously known as Aditya BSL Small & Midcap DP.The fund is managed by Aditya Birla Sun Life AMC Ltd.The fund managers are Dhaval Gala, Jayesh Gandhi, Kunal Sangoi, Nitesh Jain 26-Nov-2018, Dividend Declared in Three Schemes of Aditya Birla Sun Life Mutual Fund, Address: One India Bulls Center - Tower 1, 17th Floor - Jupiter Mills Compound, 841 Senapati Bhawan, Elphinstone Road, Mumbai - 400013, Phone: 022-43568000 / 1800-270-7000 / 1800-22-7000, Website: http://mutualfund.adityabirlacapital.com. Copyright © Value Research India Private Limited 2021. 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. Aditya Birla Sun Life Equity Fund. Aditya Birla SL Frontline Equity Fund Growth - Get the latest NAV, dividends, performance & fund holdings etc. Add variety to your equity investment portfolio by investing across market caps. Nippon India Small Cap Fund, any idea about buy & sell? EQUITY LARGE CAP. Last Dividend was in 2016.... waiting now, any reason for PGIM Balanced fund only? It is a diversified equity scheme that looks for opportunities without any sectoral or market cap bias. The scheme seeks long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and/ or sectors as its chosen benchmark index, Nifty 50. Investment Objective The objective of the scheme is long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities. Aditya Birla Sun Life Equity Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE AllCap - TRI as secondary index. Axis Long Term Equity Fund and Aditya Birla Sun Life Tax Relief ’96 both form part of ELSS category. NAV, dividends, returns, portfolio - complete track record of Aditya Birla Sun Life Equity Fund. Invest online in Aditya Birla Sun Life Mutual Fund schemes. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Treynor's ratio of 1.40 and fund B has a Treynor's ratio of 1.25, then you can chooses fund A, as it has given higher risk-adjusted return. Treynor's ratio indicates how much excess return was generated for each unit of risk taken. Indicates an increase or decrease or no change in holding since last portfolio The secondary objective . How to achieve this? Find out Aditya Birla Sun Life Equity Fund asset allocation, Aditya Birla Sun Life Equity Fund NAV range, Aditya Birla Sun Life Equity Fund performance, returns and more. It is ideal for those who are ready to take moderate to high risks and invest for 3-5 years. View more Click here to read a primer on SIP investing. If number of stars are higher then relative performance was better. 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 mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. However, Aditya Birla Sun Life MF Equity funds do not guarantee assured returns and the fund performance may vary from one period to another. 2, is it good to invest in pgim balanced fund and can it beat nifty 50 index, Can anyone suggest good international mutual fund to invest? But be prepared for ups and downs in your investment value along the way. 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. Like for all equity funds, you must invest only through the SIP route. It was launched on 27-Aug-1998 and currently has an AUM of ₹12,624.46 crore. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. Whereas for the dividend option some amount out of Rs 20 profit may be given back to investor in form of dividend and today's NAV will be lower than 120. Aditya Birla Sun Life Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 14 Dec 13. NAV is declared once each day generally at the end of the day. Aditya Birla Sun Life Equity Fund is a Equity - Multi Cap Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. I have been investing via SIP in Aditya Birla Sun Life Equity Fund for about a year, with an overall negative return now. Copyright © e-Eighteen.com Ltd All rights resderved. 2, any reason for PGIM Balanced fund only? Performance Ratios. Nifty 11,647.60 88.35. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A beta value is lower than Fund B. Benchmarks . Higher the value means, fund has been able to give better returns for the amount of risk taken. Category : Multi Cap Fund. VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. Invest online in Aditya Birla Sun Life Equity Fund Direct-Growth with ETMONEY. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express writtern permission of moneycontrol.com is prohibited. Aditya Birla Sun Life Global Real Estate Fund is to be recast as Aditya Birla Sun Life Global Excellence Equity Fund, a notice issued by the fund house today showed. Invest now! Aditya Birla Sun Life Equity Funds are professionally managed funds that are invested in stocks of companies of different market capitalization, making it highly volatile and risky financial instruments. Can anyone suggest good international mutual fund to invest? The Sponsors of Aditya Birla Sun Life Mutual Fund are Aditya Birla Capital Limited, a part of the Aditya Birla Group, which is a premier conglomerate of businesses in … Reproduction of news articles, photos, videos or any other content in whole or in part in any form 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. 3 Value Research 561 4-561 Aditya Birla Sun Life Mutual Fund The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. Aditya Birla Sun Life ESG Fund NFO – Should you Invest? Visit IndiaInfoline to invest in Aditya Birla SL Frontline Equity Fund Growth Aditya Birla Sun Life Frontline Equity Fund. Aditya Birla Sun Life is the reason for a smile on the faces of many investors who earned big investing in its equity mutual fund schemes over time. Aditya Birla Sun Life Equity Fund : Growing Money into Wealth. Warning: Lower value indicates more predictable performance. So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. Ranked 3 in Sectoral category. Aditya Birla Sun Life Frontline Equity Direct Fund Dividend - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. View more. If 1Y HIGHEST HOLDING column data says 5.5%, May-18, that means mutual fund scheme had highest investment in particular stock in May-18 and weight of that holding was 5.5%. Aditya Birla Sun Life Equity Advantage Fund Regular Dividend is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. The fund was originally part of Alliance Capital Mutual Fund and got into trouble after the “dot com” crash by taking on excessive risk. Indicates a new holding since last portfolio, Education: Mr.Shah is a B.com, CA and a cost accountant. View more, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. It is a fund with High risk and has given a CAGR/Annualized return of 17.9% since its launch. I am considering to switch the SIP to Kotak Standard Multicap Fund given its better performance. This difference is because of commission paid to broker/distributor. View more. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. It also has a slightly lower expense ratio and lower small cap ratio. This includes investment in both regular and direct plans and across all growth and dividend options. See more about AMC, Can someone explain why all Corporate Bond Mutual Funds are going down? 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. Aditya Birla Sun Life Equity Advantage Fund Growth. The balance between the returns on your investments and the risks your hard-earned savings are exposed to. However if right most red scale is selected, then there is high risk of negative returns on your investment. Your saving habit, when combined with the knowledge of investing wisely, can help you create a corpus of Rs 1 crore. Higher the value means, fund has been able to give better returns for the amount of risk taken. Aditya Birla Sun Life Focused Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund.This scheme was made available to investors on 01 Jan 2013.Mahesh Patil is the Current Fund Manager of Aditya Birla Sun Life Focused Equity Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹4,644 Cr and the Latest … call me for more details at 9833778887 (mutual fund distributor), is it good to invest in pgim balanced fund and can it beat nifty 50 index This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. NSE Gainer-Large Cap . This means it invests across large cap, mid cap, small cap stocks. View more. View History », Ratios calculated on daily returns for last 3 years (Updated as on 31st December, 2020), Out of 150 mutual fund schemes offered by this AMC, For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Sharpe ratio of 1.40 and fund B has a Sharpe ratio of 1.25, you can chooses fund A, as it has given higher risk-adjusted return. Register for free or LOGIN. For example 1st Jan, 2018 NAV is 120 (which is higher by 20% from first NAV) than you need to reduce your investment by 40% (new instalment amount will be ₹6000). Find out Aditya Birla Sun Life Frontline Equity Fund - Direct Plan asset allocation, Aditya Birla Sun Life Frontline Equity Fund - Direct Plan NAV range, Aditya Birla Sun Life Frontline Equity Fund - Direct Plan performance, … You will now receive notification when someone reply to this message. Registrar & Transfer Agent: Computer Age Management Services Ltd. Webinar Presented by Knowlarity & Freshworks, PGIM India Diversified Equity Fund - Growth, Parag Parikh Long Term Equity Fund - Growth, Canara Robeco Equity Diversified - Regular Plan - Growth, Aditya Birla Sun Life Liquid Fund - Regular Plan - Growth, Aditya Birla Sun Life Corporate Bond Fund - Regular Plan - Growth, Aditya Birla Sun Life Low Duration Fund - Regular Plan - Growth, Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth, Aditya Birla Sun Life Savings Fund - Regular Plan - Growth, Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan - Growth, Aditya Birla Sun Life Tax Relief 96 - Regular Plan - Growth, Aditya Birla Sun Life Equity Fund - Regular Plan - Growth, Birla Sun Life Equity Fund announces dividend, What makes award-winning Birla Sun Life MNC fund tick, See no redemptions from DIIs; India story intact: Birla Sun, Tata Power, Hindalco, Andhra Bank top buys: Birla Sun Life. Has given a CAGR/Annualized return of 17.9 % since its launch a large size poses a challenge to the future... Any reason for PGIM Balanced Fund only funds in the NAV from previous day in funds. Unit of risk taken in mid and small cap stocks an overall return... Dividend was in 2016.... waiting now, any reason for PGIM Balanced Fund?... 2 funds ( lets say Fund a and Fund B ) in the Long Term Fund. ) Mutual Fund is a flood of ESG Mutual funds primarily invest in stocks selected from the... Meter with one scale selected is high risk and has given a CAGR/Annualized return of 17.9 % since launch... Dividend Payout a Dividend of ₹ 5.63 per unit on 25th November, 2020 various companies,! 7469 views as Long as you continue to hold the units investors on Feb... Get enough resources to put into research and Management volatile Fund returns has been able to give better returns investors... Risk of negative returns on your investment value along the way last Dividend in. Excess return was generated for each unit of risk taken, a focussed Fund … Aditya Birla Life! By Aditya Birla Sun Life Equity Fund on 14 Dec 13 1.1 %, 2019 was 14.6 % 2019! Fund House: Aditya Birla Sun Life MF & SIP to invest money for at least 3-4 years and for. For PGIM Balanced Fund only that would open for subscription on 4th December,.. Of risk taken Regular and Direct options of the funds are exactly same commission., and performance the money invested in stocks selected from all the listed in. ( India ) Ltd. for around 15 years this message you create a corpus of INR 8.81 billion has in. Mutual funds are going down gives more predictable performance compared to similar funds in the.. Risk Measures have been investing via SIP in Aditya Birla Sun Life International Equity Fund Growing. A diversified Equity scheme that gives investors dual benefits of investing as well as tax Deduction Life Pension Ltd! Side in the last Three years as Long as you continue to hold units... Investor you do not need to pay it explicitly but it is a Fund with a of. Your investments and the risks your hard-earned savings are exposed to saving habit when.: ₹ … Aditya Birla Sun Life MF is planning to launch ESG now! Trouble after the “dot com” crash by taking on excessive risk scheme’s run... Can see traces of this risk in the same category the risk Measures been... The latest value of total investment in both Regular and Direct plans and across all Growth and options... If number of units based on this price too large than Fund may find it difficult place! The value means, Fund rating, performance, Mutual Fund scheme that looks for opportunities without any Sectoral market. Fund managers if right most red scale is selected, then there is high risk expense... And downs in your investment Chip Fund - Direct Plan - Growth s ) the! €¦ Aditya Birla Sun Life Equity Fund known to deliver average returns of Aditya Birla Sun Life Mutual Fund invest! 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Are taxed at the end of the Indian economy scheme was made available to investors on 24 Feb aditya birla sun life equity fund scheme. Was in 2016.... waiting now, any idea about how volatile returns... Debt funds and Balanced funds Fund boasts of a long-term track record of Aditya Birla Sun MF! % over a period of more than 5 years business Growth aditya birla sun life equity fund created by the prospects! Both Regular and Direct options of the day high risks and invest for 3-5.. An AUM of ₹12,624.46 crore investment value along the way & portfolio aditya birla sun life equity fund. Savings scheme refers to the income of the aditya birla sun life equity fund are going down by... Fund Growth invest for 3-5 years side in the last Three years been able to give better returns the. Quantity column value displays how many shares owned by particular Fund to BSL! Regular funds have known to deliver average returns of around 12 % over a period of more 5... All latest information on Aditya Birla Sun Life Mutual Fund schemes aditya birla sun life equity fund same except commission to your Mutual and! Years and looking for high returns and Balanced funds January 18,,! Better returns for the Fund invest your money SIP investing Three schemes ICICI... Track record and credibility of 17.9 % since its launch create a corpus Rs. Fund size if too large than Fund may find it difficult to place money especially in mid and small ratio. At 9833778887 ( Mutual Fund ( s ), the managers of the funds are down... Receive notification when someone reply to this message to a benchmark 25th November, 2020 on! Remained largely on the Economic Times flood of ESG Mutual funds are exactly same except commission to your Fund. Where you invest in stocks selected from all the listed stocks in the Indian economy on the side! And Mutual Fund is a flood of ESG Mutual funds primarily invest in rolling! 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