Aditya Birla Mutual Fund

Aditya Birla Multi Cap Fund

By Rajendra

Apr 22, 2023

Scheme Analysis

Category 

Multi Cap

Inception

May 7, 2021

Benchmark

Nifty  500 Multicap 50:25:25

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AUM  - 3,604 Cr

Fund Manager

Dhaval Shah, Harshil Suvarnkar & Dhaval Joshi

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Aditya Birla Multi Cap Fund

Top 5 Holding

ICICI Bank

Infosys

Axis Bank

HDFC Bank

SBI

5.68

4.11

3.23

3.18

2.35

Total  -  18.55

Scheme would adopt top-down and bottom-up approach of investing and will aim at being diversified across various  sectors,  market cap

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Investment Strategy

Bank

Consumer Durable

Information Technology

Top 5 Sector

19.09

7.89

6.58

5.13

4.62

Pharma

Finance

Investment in stock index futures can give exposure to the index without directly buying the individual stocks.

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Investment Strategy

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on 30Sep. 2022

1 Year

3 Year

Since Inception

Period

Returns

-2.05%

-

14.45%