Aditya Birla Multi Cap Fund

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

AUM - 3,604 Cr

Fund Manager

Dhaval Shah, Harshil Suvarnkar & Dhaval Joshi

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

Image Credit - Unsplash

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.

Image Credit - Unsplash

Investment Strategy

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 30Sep. 2022

1 Year

3 Year

Since Inception

Period

Returns

-2.05%

-

14.45%