3 Year return

21.1%
Launched on April 2021 (3 years)

Investment Details

₹100

Minimum SIP Amount

₹500

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

₹5583.9 Cr.

Expense Ratio

0.6% (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
0

Ratings by other agencies

0
0
0

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

MP

Mahesh Patil

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 Multi Cap Fund Direct-Growth

The Aditya Birla Sun Life Multi Cap Fund Direct-Growth is a multifaceted mutual fund scheme curated by Aditya Birla Sun Life Mutual Fund. This fund is invested in a combination of large-cap, mid-cap, and small-cap stocks, a structure designed to offer investors a wide array of opportunities. The fund dedicates a minimum of 80% of its total assets to equity and equity-related instruments, thereby ensuring meaningful exposure to market growth. One of the distinctive attributes of this fund is its commitment to balanced diversification, which manifests in at least 25% of net assets being invested in each market cap category, including large-cap, mid-cap, and small-cap stocks.

Investment Objectives of the Scheme

The chief objective of this scheme is all about fueling long-term capital growth, all the while keeping a careful watch on risk levels. To turn this objective into reality, the fund employs a rigorous research-driven strategy, casting its net across a vibrant mix of large, mid, and small-cap companies.

Key Features of The Fund

5-year return NA
Expense Ratio 0.6%
Fund Manager Mahesh Patil
Fund Size ₹5583.9 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The Aditya Birla Sun Life Multi-Cap Fund is well-suited for investors who are interested in potentially high returns and are prepared to invest their capital for a minimum of 3-4 years. These investors should also be willing to accept the possibility of moderate losses. The fund's structure, which incorporates a wide mix of large, mid, and small-cap stocks, is designed to generate long-term capital growth with a balanced risk profile. The careful selection of this mix is critical, and is managed by a team of experienced fund managers.

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.

Take the Guessing out of Investing

Compounding in SIP can make it difficult to estimate the expected returns in a mutual fund. The process of guessing can be replaced with estimating as Angel One's free SIP calculator gives you the approximate amount to be expected. The SIP calculator online takes into consideration the principle of compounding and gives your return amount depending on variables such as years, SIP amount as well as the expected rate of return.

FAQs

What is today's NAV of Aditya Birla Sun Life Multi 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 Multi Cap Fund Jun 12 2024 is 19.33

What is the AUM of Aditya Birla Sun Life Multi 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 Multi Cap Fund is 5583.9 crore.

What is the expense ratio of Aditya Birla Sun Life Multi 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 Multi Cap Fund is 0.6%

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

The Aditya Birla Sun Life Multi Cap Fund was launched on Apr 19 2021. The fund has delivered a CAGR of 23.47 since inception.

What is the minimum SIP amount to invest in Aditya Birla Sun Life Multi 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 Multi Cap Fund is 100.

How do I invest in Aditya Birla Sun Life Multi 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 Multi 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 Multi 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 Multi 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.