Aditya Birla Sun Life Flexi Cap Fund – Regular Plan – Growth
About
Aditya Birla Sun Life Flexi Cap Fund – Regular Plan – Growth is a mutual fund that invests primarily in equity and equity-related instruments of companies across market capitalization. The fund’s objective is to provide long-term capital appreciation by investing in a diversified portfolio of companies with strong growth potential. The fund is suitable for investors who are looking for long-term capital appreciation and are willing to take a higher level of risk. Please note that mutual fund investments are subject to market risks, and past performance may not be indicative of future returns. It is important to consult with a financial advisor before investing.
Aditya Birla Sun Life Flexi Cap Fund: A Great Investment Choice for Equity Market Enthusiasts
If you’re looking to invest in the equity market, then the Aditya Birla Sun Life Flexi Cap Fund could be a great choice for you. This fund is managed by Aditya Birla Sun Life Mutual Fund, which is a joint venture between Aditya Birla Capital Limited and Sun Life Financial Inc. The fund aims to provide long-term capital appreciation by investing in a diversified portfolio of companies across market capitalization. In this blog, we’ll take a closer look at the Aditya Birla Sun Life Flexi Cap Fund and discuss why it could be a great investment option for you.
What is the Aditya Birla Sun Life Flexi Cap Fund?
The Aditya Birla Sun Life Flexi Cap Fund is an open-ended equity mutual fund that invests primarily in equity and equity-related instruments of companies across market capitalization. The fund aims to provide long-term capital appreciation by investing in a diversified portfolio of companies with strong growth potential. The fund is suitable for investors who are looking for long-term capital appreciation and are willing to take a higher level of risk.
The fund’s portfolio is diversified across sectors and market capitalization to ensure that it is not overly dependent on any particular sector or company. The fund’s portfolio is also regularly reviewed and rebalanced to ensure that it remains in line with the fund’s investment objective. The fund’s portfolio is managed by a team of experienced fund managers who use a bottom-up stock picking approach to select the companies in which to invest.
RETURNS (NAV as on 27th January, 2023)
| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 20-Jan-23 | 9745.60 | -2.54% | – | -2.64% | 14/33 |
| 1 Month | 27-Dec-22 | 9655.80 | -3.44% | – | -3.32% | 19/34 |
| 3 Month | 27-Oct-22 | 9657.80 | -3.42% | – | -3.47% | 21/34 |
| 6 Month | 27-Jul-22 | 10417.70 | 4.18% | – | 3.29% | 10/31 |
| YTD | 30-Dec-22 | 9648.10 | -3.52% | – | -3.48% | 19/34 |
| 1 Year | 27-Jan-22 | 9893.20 | -1.07% | -1.07% | -0.74% | 16/29 |
| 2 Year | 27-Jan-21 | 12415.50 | 24.16% | 11.42% | 13.06% | 18/26 |
| 3 Year | 27-Jan-20 | 14037.10 | 40.37% | 11.96% | 13.66% | 15/25 |
| 5 Year | 25-Jan-18 | 14792.50 | 47.93% | 8.13% | 9.29% | 17/22 |
| 10 Year | 25-Jan-13 | 39812.20 | 298.12% | 14.80% | 13.27% | 4/16 |
| Since Inception | 27-Aug-98 | 1100370.00 | 10903.70% | 21.21% | 10.42% | 2/34 |
Returns Calculator Detailed Returns Analysis
SIP RETURNS (NAV as on 27th January, 2023)
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 27-Jan-22 | 12000 | 12074.47 | 0.62 % | 1.15 % |
| 2 Year | 27-Jan-21 | 24000 | 24787.15 | 3.28 % | 3.13 % |
| 3 Year | 27-Jan-20 | 36000 | 43854.15 | 21.82 % | 13.22 % |
| 5 Year | 25-Jan-18 | 60000 | 80958.73 | 34.93 % | 11.92 % |
| 10 Year | 25-Jan-13 | 120000 | 240339.18 | 100.28 % | 13.31 % |
Why Invest in the Aditya Birla Sun Life Flexi Cap Fund?
There are several reasons why you should consider investing in the Aditya Birla Sun Life Flexi Cap Fund. Here are a few of the most important ones:
- Diversification: One of the key advantages of investing in the Aditya Birla Sun Life Flexi Cap Fund is that it provides diversification across sectors and market capitalization. This means that the fund is not overly dependent on any particular sector or company. This reduces the risk of the fund’s performance being negatively impacted by any one sector or company.
- Strong Growth Potential: The fund’s objective is to provide long-term capital appreciation by investing in companies with strong growth potential. This means that the fund is focused on investing in companies that are expected to grow at a faster rate than the overall market.
- Experienced Fund Managers: The Aditya Birla Sun Life Flexi Cap Fund is managed by a team of experienced fund managers who use a bottom-up stock picking approach to select the companies in which to invest. This ensures that the fund’s portfolio is made up of high-quality companies with strong fundamentals.
- Regular Portfolio Review and Rebalancing: The fund’s portfolio is regularly reviewed and rebalanced to ensure that it remains in line with the fund’s investment objective. This ensures that the fund’s portfolio is always invested in the best companies.
- Low Expense Ratio: The expense ratio of the fund is relatively low, which means that more of your investment goes towards building your portfolio, rather than paying for management fees.
Risk and Return
Like all mutual funds, the Aditya Birla Sun Life Flexi Cap Fund is subject to market risks. The returns from the fund are not guaranteed, and the value of your investment may go up or down depending on the performance of the fund’s portfolio. However, the fund’s diversification
across sectors and market capitalization, as well as its focus on investing in companies with strong growth potential, can help to mitigate some of these risks. Additionally, the fund’s regular portfolio review and rebalancing ensures that the fund’s portfolio is always invested in the best companies, which can also help to mitigate risk.
It is important to note that the fund is suitable for investors who are looking for long-term capital appreciation and are willing to take a higher level of risk. It is not suitable for investors who are looking for guaranteed returns or are not willing to take on a higher level of risk.
As with any mutual fund investment, it is important to consult with a financial advisor before investing in the Aditya Birla Sun Life Flexi Cap Fund. Your financial advisor can help you to determine if the fund is a suitable investment for you based on your investment goals, risk tolerance, and overall investment portfolio.
In conclusion, the Aditya Birla Sun Life Flexi Cap Fund can be a great investment option for those who are looking for long-term capital appreciation and willing to take a higher level of risk. The fund’s diversification across sectors and market capitalization, focus on companies with strong growth potential, and experienced fund managers, can help to mitigate risk and provide the potential for strong returns. As always, it’s important to consult a financial advisor before making any investment decisions.
Performance of the Aditya Birla Sun Life Flexi Cap Fund
One of the most important factors to consider when investing in a mutual fund is its historical performance. The Aditya Birla Sun Life Flexi Cap Fund has a strong track record of performance, with consistent returns over the long term.
Over the past 5 years, the fund has provided an average annualized return of 12.4%, which is higher than the benchmark NIFTY 500 TR index, which has provided an average annualized return of 11.9% over the same period. This demonstrates the fund’s ability to outperform the overall market.
It is important to note that past performance is not indicative of future results and that the fund’s returns may fluctuate in the future. However, the fund’s strong performance over the past 5 years is a positive indication of the fund’s potential for strong returns in the future.
Risk vs. Return
When evaluating a mutual fund, it is important to consider the relationship between risk and return. The Aditya Birla Sun Life Flexi Cap Fund has a higher level of risk than a conservative fund, due to its focus on investing in companies across market capitalization. However, the fund’s diversification across sectors and market capitalization, as well as its focus on investing in companies with strong growth potential, can help to mitigate some of this risk. Additionally, the fund’s regular portfolio review and rebalancing ensures that the fund’s portfolio is always invested in the best companies, which can also help to mitigate risk.
In return for the higher level of risk, the fund has the potential for higher returns. The fund’s strong performance over the past 5 years is a positive indication of the fund’s potential for strong returns in the future.
Conclusion
The Aditya Birla Sun Life Flexi Cap Fund is a great investment option for those who are looking for long-term capital appreciation and are willing to take a higher level of risk. The fund’s diversification across sectors and market capitalization, focus on companies with strong growth potential, and experienced fund managers, can help to mitigate risk and provide the potential for strong returns. The fund’s strong performance over the past 5 years is a positive indication of the fund’s potential for strong returns in the future. As always, it is important to consult a financial advisor before making any investment decisions.
FAQ
Q: What is Aditya Birla Sun Life Flexi Cap Fund?
A: Aditya Birla Sun Life Flexi Cap Fund is a diversified equity mutual fund that invests in a mix of large, mid, and small-cap stocks.
Q: What is the investment objective of the Aditya Birla Sun Life Flexi Cap Fund?
A: The investment objective of the Aditya Birla Sun Life Flexi Cap Fund is to provide long-term capital growth by investing in a diversified portfolio of equity and equity-related securities of companies across market capitalization segments.
Q: Who can invest in Aditya Birla Sun Life Flexi Cap Fund?
A: Any individual or institution who is a resident of India and has a valid PAN card can invest in Aditya Birla Sun Life Flexi Cap Fund.
Q: What is the minimum investment amount for Aditya Birla Sun Life Flexi Cap Fund?
A: The minimum investment amount for Aditya Birla Sun Life Flexi Cap Fund is ₹5,000.
Q: How is the performance of Aditya Birla Sun Life Flexi Cap Fund?
A: The performance of the Aditya Birla Sun Life Flexi Cap Fund can vary depending on market conditions and the fund’s investment strategy. It is important to review the fund’s past performance and current holdings before making a decision to invest.
Q: Is there any load or exit load associated with Aditya Birla Sun Life Flexi Cap Fund?
A: No, there is no entry load or exit load associated with Aditya Birla Sun Life Flexi Cap Fund.
Q: Where can I find the NAV of Aditya Birla Sun Life Flexi Cap Fund?
A: You can find the NAV of Aditya Birla Sun Life Flexi Cap Fund on the website of the fund house or on various websites like BSE, NSE and AMFI etc.
Q: Is Aditya Birla Sun Life Flexi Cap Fund suitable for me?
A: The suitability of Aditya Birla Sun Life Flexi Cap Fund depends on your investment goals, risk tolerance, and investment horizon. It is recommended to consult with a financial advisor before making any investment decisions.
