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Aditya Birla SL Flexi Cap Fund(IDCW-Reinv)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.91 | 47.29 | 1.69 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.23 | 50.90 | 1.64 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Not allowed | Not allowed |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Flexi Cap Fund
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Peers & Comparison
EquityFlexi Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Aditya Birla SL Flexi Cap Fund(IDCW-Reinv) | 19.19% | 6.57% | 11.00% |
| HDFC Flexi Cap Fund(IDCW) | 24.34% | 12.91% | 6.42% |
| Kotak Flexicap Fund(IDCW-Payout) | 26.15% | 14.26% | 13.24% |
| UTI Flexi Cap Fund(IDCW) | 19.73% | 3.92% | 12.16% |
Price Comparison
Compare Aditya Birla SL Flexi Cap Fund(IDCW-Reinv) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- ICICI Bank Ltd3M change : 0.55 %
Holdings
7.63 %
0.55 % - Infosys Ltd3M change : -0.25 %
Holdings
5.07 %
-0.25 % - HDFC Bank Ltd3M change : 0.31 %
Holdings
3.88 %
0.31 %
AMC Profile
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
No.of Schemes
92
Total AUM
₹ 3,73,642.50 Cr.
Fund Manager Profile
Harish krishnan
AUM: ₹36,983.95 Cr.
|
Exp: 9yrs
Qualification
Data not available
Past Experience
Mr. Harish has 9 years of experience spread over Equity Research and Fund Management. He is currently managing Kotak 50. Prior to joining Kotak Mutual Fund, he was based out of Singapore and Dubai, managing Kotak's offshore funds. He has also worked at Infosys Technologies Ltd in his earlier stint. Harish is a Bachelor of Technology (Electronics & Communications) from Government Engineering College, Trichur, a post Graduate in Management from Indian Institute of Management, Kozhikode and a Chartered Financial Analyst from the CFA Institute. On the personal front, he has a passion for travel, reading and technology.
Funds Managed (16)
Aditya Birla SL Mfg. Equity Fund-Reg(IDCW-Reinv)
Aditya Birla SL Mfg. Equity Fund(IDCW-Reinv)
Aditya Birla SL Flexi Cap Fund(IDCW-Reinv)
Aditya Birla SL Mfg. Equity Fund-Reg(IDCW)
Aditya Birla SL Mfg. Equity Fund(IDCW)
Aditya Birla SL Flexi Cap Fund(IDCW)
Aditya Birla SL Flexi Cap Fund(IDCW)
Aditya Birla SL Business Cycle Fund(IDCW)
Aditya Birla SL Business Cycle Fund-Reg(IDCW)
Aditya Birla SL Quant Fund-Reg(IDCW)
Aditya Birla SL Quant Fund(IDCW)
Aditya Birla SL Flexi Cap Fund(IDCW-Reinv)
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
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Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%