Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Aditya Birla Sun Life Flexi Cap Fund - Direct Plan
|
Very High
|
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0.85 |
|||
Very High
|
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0.63 |
||||
Very High
|
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0.78 |
||||
Very High
|
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0.95 |
||||
Very High
|
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0.74 |
₹22,792 Cr
1.00 (90)
100
1
100
6
Investment Strategy
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.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
Aditya Birla Sun Life Flexi Cap Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains.
Mutual funds can be bought directly from the website of the fund house. For instance, Aditya Birla Sun Life Flexi Cap Fund - Direct Plan fund can be purchased from the website of Aditya Birla Sun Life Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Aditya Birla Sun Life Flexi Cap Fund - Direct Plan is ₹1,869.0100 as of 14-Aug-2024.
The AUM of Aditya Birla Sun Life Flexi Cap Fund - Direct Plan Fund is ₹22,792 Cr as of 31-Jul-2024
The riskometer level of Aditya Birla Sun Life Flexi Cap Fund - Direct Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
7.08
|
|
5.33
|
|
4.05
|
|
3.70
|
|
3.57
|
As of 31-Jul-2024, Aditya Birla Sun Life Flexi Cap Fund - Direct Plan had invested 99.25% in Equity, 0.75% in Cash & Cash Eq. and 0% in Debt See More
Aditya Birla Sun Life Flexi Cap Fund - Direct Plan is 11 years 7 months old. It has delivered 17.73% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
34.52%
|
16.18%
|
21.17%
|
15.24%
|
16.32%
|
17.73%
|
No, There is no lock in period in Aditya Birla Sun Life Flexi Cap Fund - Direct Plan.
The expense ratio of Aditya Birla Sun Life Flexi Cap Fund - Direct Plan is 0.85.