Aditya Birla SL Equity (Equity, Multi Cap)

Moderately High
20 yrs 6 monthsStarted on:27 Aug 1998
₹ 10035.35 Cras on: 15 Feb 2019
Long Term Horizon
1.97%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. The scheme would adopt top-down & bottom-up approach of investing & a portion of the scheme will also be invested in IPOs, emerging sectors & other primary market offerings.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
2 YR5.49
3 YR15.54

SIP Returns

TenureReturns (CAGR)
3 YR3.91
5 YR8.87
10 YR13.58

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.97
ICICI Bank Ltd.8.57
ITC Ltd.4.59
Dr. Reddy's Laboratories Ltd.4.47
Tech Mahindra Ltd.3.91
Infosys Ltd.3.69
Tata Steel Ltd.2.96
PVR Ltd.2.67
Hindalco Industries Ltd.2.59
Tata Chemicals Ltd.2.42

Top Sectoral Holdings

Sector Name% Assets
Financial33.65
FMCG9.83
Technology9.4
Metals8.43
Healthcare7.13
Automobile5.01
Energy4.05
Construction3.76
Chemicals3.56
Services3.42

Indicators

LabelValue
Portfolio turnover ratio55
Standard Deviation15.29%
Beta0.99%
Sharpe Ratio0.59

Anil Shah

Mr.Shah is a B.com, CA and a cost accountant
Prior to joining BSL AMC he has worked with RBS Equities (India) Ltd. for around 15 years.

Other Funds Managed by Anil Shah