back button

Aditya Birla Sun Life Mutual Fund - Fund Manager

Dhaval Joshi

Dhaval Joshi

Qualification: MBA (Finance), M.Com, B.Com. Experience:He has an overall experience of 15 years in equity research and investments. Prior to joining Aditya Birla Sun Life AMC Limited, he was associated with Sundaram Mutual Fund (India) Ltd. for around 5 years. He has also worked as a research analyst with Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd.

Fund Name
Classification
Fund AUM (Cr.)
Aditya Birla SL Income Fund (Displine Advant Plan)
Debt: Medium to Long Duration
1771.23
Aditya Birla SL Focused Fund (G)
Equity: Focused
6886.33
Aditya Birla SL Income Fund (G)
Debt: Medium to Long Duration
1771.23
Aditya Birla SL Govt Securities Fund (G)
Debt: Gilt
1434.78
Aditya Birla SL Special Opportunities Fund (G)
Equity: Sectoral : Thematic
704.29
Aditya Birla SL ESG Integration Strategy Fund (G)
Equity: Sectoral : Thematic
710.7
Aditya Birla SL Multi-Cap Fund (G)
Equity: Multi Cap
5019.15
Aditya Birla SL Business Cycle Fund (G)
Equity: Sectoral : Thematic
1585.11
Aditya Birla SL Long Duration Fund (G)
Debt: Long Duration
90.13
Aditya Birla SL Multi-Index Fund of Fund-Reg (G)
Other: FoFs Domestic
11.73
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
7.18% Govt of India (14/08/2033)5.98%
ICICI Bank Ltd.5.03%
HDFC Bank Ltd.4.57%
Infosys Ltd.4.31%
Reliance Industries Ltd.3.64%
Fund Name1M3M6M1Y3Y5YSince Inception
Aditya Birla SL Income Fund (Displine Advant Plan)
1.22%
2.83%
3.49%
7.92%
5.65%
7.25%
7.25%
Aditya Birla SL Focused Fund (G)
4.61%
14.21%
18.35%
34.75%
16.85%
16.85%
14.48%
Aditya Birla SL Income Fund (G)
1.22%
2.83%
3.49%
7.92%
5.66%
7.25%
8.93%
Aditya Birla SL Govt Securities Fund (G)
1.63%
3.79%
4.64%
9.15%
5.71%
7.42%
8.52%
Aditya Birla SL Special Opportunities Fund (G)
3.2%
13.16%
19.56%
40.32%
18.58%
N/A
23.51%
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 Multi-Cap Fund (G)
3.41%
11.42%
14.78%
37.15%
N/A
N/A
19.2%
Aditya Birla SL Business Cycle Fund (G)
2.54%
12.03%
15.02%
29.53%
N/A
N/A
12.2%
Aditya Birla SL Long Duration Fund (G)
2.09%
4.27%
4.39%
9.97%
N/A
N/A
9.02%
Aditya Birla SL Multi-Index Fund of Fund-Reg (G)
3.32%
11.42%
18.58%
32.67%
N/A
N/A
22.24%
Fund Performance
Sector Weights

-

Aum Movement
Fund Manager History