Aditya Birla Sun Life Mutual Fund - Fund Manager
Qualification: Mr.Shah has done B.Com. from University of Mumbai & MBA from Somaiya Institute of Management Studies & Research. He also holds CFA designation.. Experience:He has over 15 years of work experience in Equity Capital Markets. He has also worked with Morgan Stanley Investment Management, Reliance Capital Asset Management Ltd. and Edelweiss Securities.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Aditya Birla SL Regular Savings Fund (Payment) | Hybrid: Conservative Hybrid | 1435.26 |
Aditya Birla SL Retirement-The 30s Plan-Reg (G) | Solution Oriented: Retirement | 353.26 |
Aditya Birla SL Pharma & Healthcare Fund (G) | Equity: Sectoral : Thematic | 648.7 |
Aditya Birla SL Retirement-The 40s Plan-Reg (G) | Solution Oriented: Retirement | 109.71 |
Aditya Birla SL Regular Savings Fund (G) | Hybrid: Conservative Hybrid | 1435.26 |
Aditya Birla SL Retirement-The 50sPlus-Debt-Reg(G) | Solution Oriented: Retirement | 20.63 |
Aditya Birla SL Retirement-The 50s Plan-Reg (G) | Solution Oriented: Retirement | 28.87 |
Aditya Birla SL Multi-Cap Fund (G) | Equity: Multi Cap | 5019.15 |
Aditya Birla SL Multi Asset Allocation Fund-Reg (G) | Hybrid: Multi Asset Allocation | 3039.44 |
Aditya Birla SL Multi Asset Allocation Fund-Reg (IDCW) | Hybrid: Multi Asset Allocation | 3039.44 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| HDFC Bank Ltd. | 3.86% |
| Clearing Corporation of India Limited | 3.78% |
| ICICI Bank Ltd. | 3.70% |
| Reliance Industries Ltd. | 3.33% |
| Aditya Birla Sun Life Gold ETF - Growth | 2.84% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Aditya Birla SL Regular Savings Fund (Payment) | 1% | 3.38% | 4.67% | 10.98% | 8.43% | 8.99% | 9.4% |
| Aditya Birla SL Retirement-The 30s Plan-Reg (G) | 1.9% | 9.64% | 11.21% | 28.86% | 10.26% | N/A | 10.45% |
| Aditya Birla SL Pharma & Healthcare Fund (G) | 6.88% | 19.57% | 28.34% | 63.77% | 19.29% | N/A | 23.33% |
| Aditya Birla SL Retirement-The 40s Plan-Reg (G) | 1.77% | 8.15% | 10.89% | 25.98% | 9.32% | N/A | 9.75% |
| Aditya Birla SL Regular Savings Fund (G) | 1% | 3.38% | 4.67% | 10.98% | 8.43% | 8.99% | 9.32% |
| Aditya Birla SL Retirement-The 50sPlus-Debt-Reg(G) | 0.66% | 1.87% | 2.75% | 5.91% | 3.66% | N/A | 3.98% |
| Aditya Birla SL Retirement-The 50s Plan-Reg (G) | 1.18% | 3.7% | 5.14% | 12.14% | 5.21% | N/A | 5.41% |
| Aditya Birla SL Multi-Cap Fund (G) | 3.41% | 11.42% | 14.78% | 37.15% | N/A | N/A | 19.2% |
| Aditya Birla SL Multi Asset Allocation Fund-Reg (G) | 1.96% | 7.08% | 9.34% | 22.67% | N/A | N/A | 19.18% |
| Aditya Birla SL Multi Asset Allocation Fund-Reg (IDCW) | 1.96% | 7.08% | 9.34% | 22.67% | N/A | N/A | 19.19% |
Fund Performance
Sector Weights
Aum Movement
Fund Manager History
