Aditya Birla Sun Life Mutual Fund - Fund Manager
Qualification: CFA (USA), MBA Finance - Wharton University of Pennsylvania (USA), M.S. Industrial Engineering - Pennsylvania State University (USA), B.Tech & Mechanical Engineering - IIT Bombay . Experience:Mr. Bhat has an overall experience of 20 years with over 12 years in the financial markets and investment banking space. He has been associated with ABSLAMC since July 2018 as Head of Investor Communications (Investments - Equity). Prior to joining ABSLAMC, he was the Vice President - Corporate Strategy and Business Development with Aditya Birla Management Corporation Pvt. Ltd. He had also worked with Ocean Park Advisors (USA) as a Senior Associate-Investment Banking. He was also an Associate - Investment Banking with Credit Suisse (USA).
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Aditya Birla SL FP FoF - Moderate (G) | Other: FoFs Domestic | 33.36 |
Aditya Birla SL Dividend Yield Fund (G) | Equity: Dividend Yield | 1276.59 |
Aditya Birla SL Banking&Financial Services (G) | Equity: Sectoral : Thematic | 3084.89 |
Aditya Birla SL FP FoF - Aggressive (G) | Other: FoFs Domestic | 195.03 |
Aditya Birla SL Asset Allocator FoF (G) | Other: FoFs Domestic | 195.41 |
Aditya Birla SL Inter Equity - Plan B (G) | Equity: Sectoral : Thematic | 93.19 |
Aditya Birla SL International Equity Fund (G) | Equity: Sectoral : Thematic | 197.35 |
Aditya Birla SL FP FoF - Conservative (G) | Other: FoFs Domestic | 18.03 |
Aditya Birla SL CEF - Global Agri Plan (G) | Equity: Sectoral : Thematic | 13.04 |
Aditya Birla SL Flexi Cap Fund (G) | Equity: Flexi Cap | 19588.5 |
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| ICICI Bank Ltd. | 7.49% |
| HDFC Bank Ltd. | 6.51% |
| Infosys Ltd. | 4.47% |
| Sun Pharmaceutical Industries Ltd. | 3.63% |
| HCL Technologies Ltd. | 3.58% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Aditya Birla SL FP FoF - Moderate (G) | 1.99% | 7.96% | 12.11% | 24.75% | 12.96% | 13.33% | 10.48% |
| Aditya Birla SL Dividend Yield Fund (G) | 3.64% | 16.41% | 29.48% | 52.34% | 28.19% | 21.64% | 19.24% |
| Aditya Birla SL Banking&Financial Services (G) | 1.12% | 5.85% | 6.42% | 28.73% | 13.5% | 13.88% | 17.01% |
| Aditya Birla SL FP FoF - Aggressive (G) | 2.39% | 9.86% | 15.02% | 31.05% | 15.66% | 15.81% | 12.42% |
| Aditya Birla SL Asset Allocator FoF (G) | 2.49% | 10.46% | 15.38% | 29.7% | 14.02% | 15% | 10.29% |
| Aditya Birla SL Inter Equity - Plan B (G) | 4.19% | 10.26% | 10.03% | 13.75% | 18.95% | 8.98% | 6.95% |
| Aditya Birla SL International Equity Fund (G) | 1.02% | 7.11% | 6.88% | 6.83% | 5.46% | 8.98% | 7.46% |
| Aditya Birla SL FP FoF - Conservative (G) | 1.56% | 5.86% | 8.89% | 18.35% | 10.31% | 10.67% | 8.82% |
| Aditya Birla SL CEF - Global Agri Plan (G) | 8.55% | 5.88% | -4.42% | -3.01% | 19.45% | 8.67% | 9.04% |
| Aditya Birla SL Flexi Cap Fund (G) | 2.86% | 12.08% | 16.93% | 35.42% | 16.8% | 16.87% | 21.62% |
