Aditya Birla Sun Life Mutual Fund - Fund Manager
Qualification: PGDBM - Finance & BMS . Experience:He has an overall experience of around 11 years in financial markets. He has over 8 years of experience in doing investment research and analysis in Banking & Financial Services sector. He joined BSLAMC in February 2011, since then he has been a part of the research team. Prior to joining BSLAMC, he worked with B&K Securities (January 2008-February 2011) and J.P.Morgan Chase India Private Ltd (May 2005 - July 2006).
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Aditya Birla SL Banking&Financial Services (G) | Equity: Sectoral : Thematic | 3084.89 |
Aditya Birla SL Small Cap Fund (G) | Equity: Small Cap | 5491.09 |
Aditya Birla SL PSU Equity Fund (G) | Equity: Sectoral : Thematic | 2678.68 |
Aditya Birla SL ESG Integration Strategy Fund (G) | Equity: Sectoral : Thematic | 710.7 |
Aditya Birla SL Business Cycle Fund (G) | Equity: Sectoral : Thematic | 1585.11 |
Aditya Birla SL Transportation and Logistics Fund-Reg (G) | Equity: Sectoral : Thematic | 1008.47 |
Aditya Birla SL Transportation and Logistics Fund-Reg (IDCW) | Equity: Sectoral : Thematic | 1008.47 |
Aditya Birla SL Business Cycle Fund (IDCW) | Equity: Sectoral : Thematic | 1585.11 |
Aditya Birla SL Small Cap Fund (IDCW) | Equity: Small Cap | 5491.09 |
Aditya Birla SL ESG Integration Strategy Fund (IDCW) | Equity: Sectoral : Thematic | 710.7 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| ICICI Bank Ltd. | 4.70% |
| HDFC Bank Ltd. | 3.81% |
| Clearing Corporation of India Limited | 2.90% |
| State Bank of India | 1.92% |
| NTPC Ltd. | 1.62% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Aditya Birla SL Banking&Financial Services (G) | 1.12% | 5.85% | 6.42% | 28.73% | 13.5% | 13.88% | 17.01% |
| Aditya Birla SL Small Cap Fund (G) | 0.5% | 6.85% | 14.02% | 46.89% | 20.88% | 18.32% | 12.59% |
| Aditya Birla SL PSU Equity Fund (G) | 7.48% | 37.87% | 58.16% | 94.1% | 40.35% | N/A | 31.8% |
| Aditya Birla SL ESG Integration Strategy Fund (G) | 2.29% | 8.7% | 12.26% | 27.51% | 12.47% | N/A | 12.97% |
| Aditya Birla SL Business Cycle Fund (G) | 2.54% | 12.03% | 15.02% | 29.53% | N/A | N/A | 12.2% |
| Aditya Birla SL Transportation and Logistics Fund-Reg (G) | 7.18% | 18.81% | N/A | N/A | N/A | N/A | 19.4% |
| Aditya Birla SL Transportation and Logistics Fund-Reg (IDCW) | 7.18% | 18.81% | N/A | N/A | N/A | N/A | 19.4% |
| Aditya Birla SL Business Cycle Fund (IDCW) | 2.54% | 12.03% | 15.02% | 29.53% | N/A | N/A | 12.2% |
| Aditya Birla SL Small Cap Fund (IDCW) | 0.5% | 6.85% | 14.02% | 46.89% | 20.88% | 18.32% | 12.53% |
| Aditya Birla SL ESG Integration Strategy Fund (IDCW) | 2.29% | 8.7% | 12.26% | 27.51% | 12.47% | N/A | 12.97% |
Fund Performance
Sector Weights
Aum Movement
Fund Manager History
