3 Year return

17.18%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹20473.4 Cr.

Expense Ratio

0.86% (inclusive of GST)

Exit Load

1.00% - For redemption/switch-out of units within 90 days from the date of allotment. Nil - For redemption/switch-out of units after 90 days from the date of allotment.

Ratings

ARQ Rating
2.5

Ratings by other agencies

3
3
3

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Aditya Birla Sun Life Mutual Fund Managers

AS

Anil Shah

Fund Manager since Apr 2022

View Details

Fund House Details

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund Asset management company

AUM ₹332,579.31 Cr.
No. of Schemes 226
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Aditya Birla Sun Life Mutual Fund

List of mutual fund schemes by AMC

About Aditya Birla Sun Life Flexi Cap Fund Growth Direct Plan

Aditya Birla Sun Life Flexi Cap Fund Growth Direct Plan is a flexi cap fund offered by Aditya Birla Capital. Aditya Birla Sun Life Flexi Cap Fund Growth Direct Plan offers the advantages of investing in a diversified portfolio of high-quality equity and equity-related securities regardless of the market capitalisations. The fund has a low expense ratio. It allows investors to invest through lumpsum or SIP.

Investment Objective of the Scheme

The fund aims to generate long-term capital appreciation by investing across the market capitalisation spectrum. This fund offers a better risk management strategy for mid and small-cap equity exposure by adjusting the fund’s allocation across market capitalisation to better manage its performance during market volatility.

Key Features of The Fund

5-year return 18.71%
Expense Ratio 0.86%
Fund Manager Anil Shah
Fund Size ₹20473.4 Cr
Risk Profile Very High

Is This Scheme Right for Me?

Investors looking to invest in a diversified portfolio may consider the Aditya Birla Sun Life Flexi Cap Fund. The fund is free to adjust its allocation across market capitalisation for better risk-adjusted returns. If you are considering investing for a minimum duration of 5 years and have a moderate to high-risk tolerance, this fund might catch your attention. Nevertheless, don’t make an investment decision without thoroughly analysing your risk tolerance and overall investment goals.

AMC Contact Details

Name Aditya Birla Sun Life Mutual Fund
Launch Date September 1994
Addresss One India Bulls Centre, Tower-1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai, 400013
Contact 1-800-22-7000
Email care.mutualfunds@adityabirlacapital.com
Website https://mutualfund.adityabirlacapital.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Start Investing Early with SIPs

SIPs make mutual fund investing accessible. With a small, fixed amount, you can begin your investment journey and benefit from the power of compounding over time. Use Angel One's SIP calculator to determine a comfortable investment amount to reach your financial goals.

FAQs

What is today's NAV of Aditya Birla Sun Life Flexi Cap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Aditya Birla Sun Life Flexi Cap Fund Jun 14 2024 is 1814.5

What is the AUM of Aditya Birla Sun Life Flexi Cap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Aditya Birla Sun Life Flexi Cap Fund is 20473.4 crore.

What is the expense ratio of Aditya Birla Sun Life Flexi Cap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Aditya Birla Sun Life Flexi Cap Fund is 0.86%

What are the returns of Aditya Birla Sun Life Flexi Cap Fund since inception?

The Aditya Birla Sun Life Flexi Cap Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 17.77 since inception.

What is the minimum SIP amount to invest in Aditya Birla Sun Life Flexi Cap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Aditya Birla Sun Life Flexi Cap Fund is 100.

How do I invest in Aditya Birla Sun Life Flexi Cap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Aditya Birla Sun Life Flexi Cap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Aditya Birla Sun Life Flexi Cap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Aditya Birla Sun Life Flexi Cap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.