3 Year return
14.74%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹23905.34 Cr.
Expense Ratio
0.84% (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.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Aditya Birla Sun Life Mutual Fund Managers
AS
Anil Shah
Fund Manager since Apr 2022
Fund House Details
Aditya Birla Sun Life Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
JM Flexicap Fund |
27.11% |
2.5 |
Quant Flexi Cap Fund |
22.22% |
0 |
Parag Parikh Flexi Cap Fund |
17.5% |
3.5 |
Schemes by Aditya Birla Sun Life Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
Aditya Birla Sun Life Arbitrage Fund Direct IDCW Payout
Hybrid . Arbitrage Fund
Aditya Birla Sun Life Arbitrage Fund Direct IDCW Reinvestment
Other . FoFs Domestic
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme Direct Plan Growth
Other . FoFs Domestic
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme Direct IDCW Payout
Other . FoFs Domestic
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme Direct IDCW Reinvestment
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 | 19.42% |
Expense Ratio | 0.84% |
Fund Manager | Anil Shah |
Fund Size | ₹23905.34 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 |
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
FAQs
What is today's NAV of Aditya Birla Sun Life Flexi Cap Fund?
What is the AUM of Aditya Birla Sun Life Flexi Cap Fund?
What is the expense ratio of Aditya Birla Sun Life Flexi Cap Fund?
What are the returns of Aditya Birla Sun Life Flexi Cap Fund since inception?
What is the minimum SIP amount to invest in Aditya Birla Sun Life Flexi Cap Fund?
How do I invest in Aditya Birla Sun Life Flexi Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- 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?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Aditya Birla Sun Life Flexi Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- 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?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.