Aditya Birla SL Inter Equity – Plan B-Direct Growth

₹ 1,000
Min SIP
₹ 1,000
Min Lumpsum
2.19 %
Expense Ratio
Rating
93
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 20 July 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 15.8% 19.6% 10% 10.7%
Category Average 21.3% 22.1% 14% -

Scheme Allocation

By Holding
By Sector
By Asset
7.13%
6.97%
4.88%
Others
72.01%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 7.13%
H D F C Finance Equity 6.97%
Infosys IT - Software Equity 4.88%
Larsen & Toubro Infrastructure Developers & Operators Equity 4.6%
Reliance Industr Refineries Equity 4.42%
Axis Bank Banks Equity 4.15%
Bharti Airtel Telecomm-Service Equity 3.79%
St Bk of India Banks Equity 3.14%
M & M Automobile Equity 3.05%
SBI Life Insuran Insurance Equity 3.02%
HCL Technologies IT - Software Equity 2.72%
UltraTech Cem. Cement Equity 2.6%
Phoenix Mills Realty Equity 2.35%
Bajaj Finance Finance Equity 2.26%
Tata Motors Automobile Equity 2.17%
Sun Pharma.Inds. Pharmaceuticals Equity 2.07%
Bata India Leather Equity 2.06%
United Spirits Alcoholic Beverages Equity 1.96%
Coforge IT - Software Equity 1.73%
Bandhan Bank Banks Equity 1.48%
Hind. Unilever FMCG Equity 1.47%
Maruti Suzuki Automobile Equity 1.43%
NTPC Power Generation & Distribution Equity 1.31%
Crompton Gr. Con Consumer Durables Equity 1.14%
SBI Cards Finance Equity 1.1%
Tata Consumer Plantation & Plantation Products Equity 1.08%
Sona BLW Precis. Auto Ancillaries Equity 0.56%
Poonawalla Fin Finance Equity 0.55%
Others
21.9%
Banks
15.91%
Finance
10.87%
IT-Software
9.34%
Automobiles
6.65%
Others
35.33%
View all Sectors
Sectors Asset
Others 21.9%
Banks 15.91%
Finance 10.87%
IT-Software 9.34%
Automobiles 6.65%
Construction 4.6%
Petroleum Products 4.42%
Telecom-Services 3.79%
Consumer Durables 3.19%
Insurance 3.02%
Cement & Cement Products 2.6%
Realty 2.35%
Pharmaceuticals & Biotech 2.07%
Beverages 1.96%
Cash & Others 1.56%
Diversified FMCG 1.47%
Debt 1.34%
Power 1.31%
Agricultural Food & other 1.08%
Auto Components 0.56%
Equity
75.19%
Foreign Equity
21.9%
Net Curr Ass/Net Receivables
1.56%
Reverse Repos
1.34%
Others
0%

Advance Ratio

0.01
Alpha
0.88
SD
0.76
Beta
0.07
Sharpe

Exit Load

Exit Load For redemption / switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units after 30 days from the date of allotment - Nil

Fund Objective

To generate long term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the international markets.

Fund Managers

Vinod Narayan Bhat

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
One World Centre,Tower 1,17th Flr, Jupiter Mills,senapati Bapat Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com

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Frequently Asked Questions

How to invest in Aditya Birla SL Inter Equity – Plan B-Direct Growth ?

You can invest in Aditya Birla SL Inter Equity – Plan B-Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Aditya Birla SL Inter Equity – Plan B-Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Aditya Birla SL Inter Equity – Plan B-Direct Growth ?

The NAV of Aditya Birla SL Inter Equity – Plan B-Direct Growth is ₹30.2 as of 20 July 2023.

How to redeem Aditya Birla SL Inter Equity – Plan B-Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Aditya Birla SL Inter Equity – Plan B-Direct Growth?

The minimum SIP amount of Aditya Birla SL Inter Equity – Plan B-Direct Growth is ₹1000

What are the top sectors Aditya Birla SL Inter Equity – Plan B-Direct Growth has invested in?

The top sectors Aditya Birla SL Inter Equity – Plan B-Direct Growth has invested in are
  1. Others - 21.9%
  2. Banks - 15.91%
  3. Finance - 10.87%
  4. IT-Software - 9.34%
  5. Automobiles - 6.65%

Can I make investments in both the SIP and Lump Sum schemes of Aditya Birla SL Inter Equity – Plan B-Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Aditya Birla SL Inter Equity – Plan B-Direct Growth based on your investment objective and risk tolerance.

How much returns have Aditya Birla SL Inter Equity – Plan B-Direct Growth generated ?

The Aditya Birla SL Inter Equity – Plan B-Direct Growth has delivered 10.7% since inception

What is the expense ratio of Aditya Birla SL Inter Equity – Plan B-Direct Growth ?

The expense ratio of Aditya Birla SL Inter Equity – Plan B-Direct Growth is 2.19 % as of 20 July 2023.

What is the AUM of Aditya Birla SL Inter Equity – Plan B-Direct Growth?

The AUM of Aditya Birla SL Inter Equity – Plan B-Direct Growth is ₹2,97,662 Cr as of 20 July 2023

What are the top stock holdings of Aditya Birla SL Inter Equity – Plan B-Direct Growth?

The top stock holdings of Aditya Birla SL Inter Equity – Plan B-Direct Growth are
  1. ICICI Bank - 7.13%
  2. H D F C - 6.97%
  3. Infosys - 4.88%
  4. Larsen & Toubro - 4.6%
  5. Reliance Industr - 4.42%

How can I redeem my investments in Aditya Birla SL Inter Equity – Plan B-Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Inter Equity – Plan B-Direct Growth in Scheme, enter the redemption amount, and click on submit button.
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