Aditya Birla Sun Life Amc Limited · NSE:ABSLAMC
Aditya Birla Sun Life Amc — Investor Presentation (February 2025)
72 slides from Aditya Birla Sun Life Amc's investor presentation, February 2025
Slide 1: Monthly Product Presentation - Equity
Monthly Product Presentation - Equity February 2025
Slide 2: About AMC
About AMC Total AUM of over Pan India presence across One of the largest fund houses in India Rs. 3,839 billion 300+ Locations ₹ ₹ Over Under its suite are Mutual Fund 25 years (excluding ETF Shares), Alternate Assets, Portfolio Management 10.5 million Investor Folios Services, Offshore and Real Est
Slide 3: Skilled Investment Team
Skilled Investment Team Mr. Mahesh Patil Chief Investment Officer (CIO) He oversees over ₹ 3.5 lakh crore of assets under management. With over thirty years of rich experience in fund and investment management, Mahesh leads the entire investment team, comprising fund managers and analysts. He person
Slide 4: Investment Philosophy
Investment Philosophy Sustainable Growth at Reasonable Price (GARP) A diligent process is followed to select companies for our investment universe ₹ Fundamental Research Driven Approach • Size of the Opportunity ₹ • Business Fundamentals, Management Quality & Corporate Governance Practices • Growth
Slide 5: Creation of Investment Universe
Creation of Investment Universe Macro Trends Stock Screeners Channel Checks 3rd Party Research Macro monitoring & recycling of ideas Idea Generation (Fund Managers, Analysts) Critical Review Proprietary Research Rejected Team Discussion & Evaluation 3rd Party Research Price Signals Regular Monitorin
Slide 6: Tenets of Portfolio Construction Process
Tenets of Portfolio Construction Process ₹ Invest in Avoid Resultant Portfolio • Dominant business with wide • Weak corporate governance Quality companies with moat practices sustainable long term growth • Having strong management & • Fundamentally weak potential corporate governance companies • Sou
Slide 7: Market Update
Market Update Domestic Indices Performance Global Indices Performance Nifty Nifty USA Japan China Germany U.K. Nifty Nifty Midcap Smallcap Nifty Sensex TRI 50 TRI 100 TRI 150 TRI 250 TRI 500 TRI 28.56 25.33 11.60 9.34 9.58 10.33 10.06 5.89 16.57 13.67 9.06 9.16 6.13 -0.78 -0.45 -1.70 2.22 -3.47 -6.0
Slide 8: Products Covered
Products Covered Hybrid Funds Equity Funds Sectoral/Thematic Funds ABSL Arbitrage Fund ABSL Frontline Equity Fund ABSL Banking & Financial Services Fund (Arbitrage Fund) (Large Cap Fund) (Sectoral Fund - Banking) ABSL Focused Fund ABSL Digital India Fund ABSL Equity Savings Fund (Sectoral Fund- Tech
Slide 9: Hybrid Funds
Hybrid Funds
Slide 10: Aditya Birla Sun Life Arbitrage Fund
Aditya Birla Sun Life Arbitrage Fund An open ended scheme investing in arbitrage opportunities Arbitrage Fund Scheme Details Fund features & positioning Fund Managed By - Mr. Lovelish Solanki (15-Dec-14); AUM (Rs) - 13,920.18 Cr • Equity Arbitrage is generated by taking stock exposure in both cash a
Slide 11: Arbitrage Fund Portfolio & Performance
Aditya Birla Sun Life Arbitrage Fund Portfolio & performance Top 10 Sectors Fund Vs Benchmark – Regular Plan Banks 13.54% ABSL Arbitrage Fund B.M - Nifty 50 Arbitrage TRI A.B - CRISIL 10 Year Gilt Index Finance 5.56% 7.30 7.55 7.53 6.31 6.71 6.32 6.30 Automobiles 5.32% 5.33 5.28 5.60 6.19 Petroleum
Slide 12: Aditya Birla Sun Life Equity Savings Fund
Aditya Birla Sun Life Equity Savings Fund An open ended scheme investing in equity, arbitrage and debt Equity Savings Fund Scheme Details Fund features & positioning Mr. Harshil Suvarnkar (22-Mar 21); Fund Managed By - Mr. Lovelish Solanki (27-Sep-24); AUM (Rs) - 650.40 Cr • An efficient mix of 3 st
Slide 13: Equity Savings Fund Portfolio & Performance
Aditya Birla Sun Life Equity Savings Fund Portfolio & performance Top1010Holdings Sectors Fund Vs Benchmark – Regular Plan Top ABSL Equity Savings Fund B.M - NIFTY Equity Savings TRI A.B - CRISIL 10 Year Gilt Index Banks 20.80% Transport Infrastructure 6.82% 9.80 8.70 9.89 7.86 8.66 6.36 6.62 8.06 7
Slide 14: Aditya Birla Sun Life Balanced Advantage Fund
Aditya Birla Sun Life Balanced Advantage Fund An open ended Dynamic Asset Allocation fund Dynamic Asset Allocation Fund Scheme Details Fund features & positioning Mr. Mohit Sharma (01-Apr-17); Fund Managed By - • Dynamic asset allocation Fund. Asset allocation level is guided by valuation of BSE (Si
Slide 15: Balanced Advantage Fund Portfolio & Performance
Aditya Birla Sun Life Balanced Advantage Fund Portfolio & Performance Fund Vs Benchmark – Regular Plan Top 10 Sectors ABSL Balanced Advantage Fund B.M - CRISIL Hybrid 50+50 - Moderate Index A.B - BSE SENSEX TRI Banks 14.51% 15.11 13.81 11.08 9.79 9.34 10.89 10.42 11.55 12.09 12.74 IT - Software 6.36
Slide 16: Aditya Birla Sun Life Equity Hybrid '95 Fund
Aditya Birla Sun Life Equity Hybrid ‘95 Fund An open ended hybrid scheme investing predominantly in equity and equity related Instruments Aggressive Hybrid Fund Scheme Details Fund features & positioning Mr. Chanchal Khandelwal (17-Feb-23); Fund Managed By - Mr. Harshil Suvarnkar (22-Mar-21); AUM (R
Slide 17: Equity Hybrid '95 Fund Portfolio & Performance
Aditya Birla Sun Life Equity Hybrid ‘95 Fund Portfolio & Performance Top 10 Sectors Fund Vs Benchmark – Regular Plan Banks 16.04% ABSL Equity Hybrid ‘95 Fund B.M - CRISIL Hybrid 35+65 - Aggressive Index A.B- Nifty 50 TRI IT - Software 8.60% 18.16 13.33 14.34 15.80 12.45 Automobiles 4.57% 11.33 10.04
Slide 18: Aditya Birla Sun Life Multi Asset Allocation Fund
Aditya Birla Sun Life Multi Asset Allocation Fund An open ended scheme investing in Equity, Debt and Commodities. Multi Asset Allocation Fund Scheme Details Fund features & positioning Mr. Dhaval Gala (31-Oct-24); Fund Managed By - Mr. Bhupesh Bameta (31-Jan-23); • Blend of bottom up and top-down ap
Slide 19: Multi Asset Allocation Fund Portfolio & Performance
Aditya Birla Sun Life Multi Asset Allocation Fund Portfolio & Performance Top 10 Sectors Fund Vs Benchmark – Regular Plan Banks 12.82% ABSL Multi Asset Allocation Fund Customised Index A.B - Nifty 50 TRI IT - Software 4.89% 16.89 17.11 16.70 Pharmaceuticals & Biotechnology 4.20% 13.85 12.15 9.58 Pet
Slide 20: Equity Funds
Equity Funds i]
Slide 21: Aditya Birla Sun Life Frontline Equity Fund
Aditya Birla Sun Life Frontline Equity Fund An Open ended equity scheme predominantly investing in large cap stocks Large Cap Fund Scheme Details Fund features & positioning Fund Managed By - Mr. Mahesh Patil (17-Nov-05); • Large cap fund: Invests in stable and established large cap companies with A
Slide 22: Frontline Equity Fund Portfolio & Performance
Aditya Birla Sun Life Frontline Equity Fund Portfolio & Performance Top 10 Sectors Fund Vs Benchmark – Regular Plan ABSL Frontline Equity Fund B.M - Nifty 100 TRI A.B - BSE SENSEX TRI Banks 23.33% 18.92 16.96 IT - Software 9.92% 12.82 12.34 11.55 16.14 16.02 15.11 11.78 10.33 9.34 Automobiles 7.73%
Slide 23: Aditya Birla Sun Life Focused Fund
Aditya Birla Sun Life Focused Fund An open ended equity scheme investing in maximum 30 stocks in Large-cap, Mid-Cap and Small-Cap category Focused Fund Scheme Details Fund features & positioning Fund Managed By - Mr. Kunal Sangoi (07-May-21); • Multi Cap oriented with current bent to large cap stock
Slide 24: Focused Fund Portfolio & Performance
Aditya Birla Sun Life Focused Fund Portfolio & Performance Top 10 Sectors Banks 20.99% Fund Vs Benchmark – Regular Plan IT - Software 12.97% ABSL Focused Fund B.M - Nifty 500 TRI A.B - BSE SENSEX TRI Automobiles 9.75% 18.16 15.70 14.29 14.18 14.06 12.67 12.73 14.24 11.55 15.11 Telecom - Services 5.5
Slide 25: Aditya Birla Sun Life Flexi Cap Fund
Aditya Birla Sun Life Flexi Cap Fund An open ended dynamic equity scheme investing across large cap, mid cap, small cap stocks Flexi Cap Fund Scheme Details Fund features & positioning Fund Managed By - Mr. Dhaval Joshi (21-Nov-22); • A diversified flexi cap fund. Disciplined allocation of 60%-75% i
Slide 26: Flexi Cap Fund Portfolio & Performance
Aditya Birla Sun Life Flexi Cap Fund Portfolio & Performance Top 10 Sectors Fund Vs Benchmark – Regular Plan Banks 21.33% IT - Software 11.14% ABSL Flexi Cap Fund B.M - Nifty 500 TRI A.B - Nifty 50 TRI Pharmaceuticals & Biotechnology 6.40% 21.27 Automobiles 5.55% 12.31 10.06 9.58 13.20 14.24 12.01 1
Slide 27: Aditya Birla Sun Life ELSS Tax Saver Fund
Aditya Birla Sun Life ELSS Tax Saver Fund An open ended equity linked saving scheme with a statutory lock-in of 3 years and tax benefit ELSS Fund Scheme Details Fund features & positioning Fund Managed By - Mr. Dhaval Shah (31-Oct-24); • Bottom-up approach of stock selection with focus on Quality bu
Slide 28: ELSS Tax Saver Fund Portfolio & Performance
Aditya Birla Sun Life ELSS Tax Saver Fund Portfolio & Performance Top 10 Sectors Fund Vs Benchmark – Regular Plan Banks 19.47% ABSL ELSS Tax Saver Fund B.M - NIFTY 500 TRI A.B - Nifty 50 TRI IT - Software 10.10% Finance 6.72% 21.28 18.16 15.80 Pharmaceuticals & Biotechnology 6.58% 14.24 12.01 14.11
Slide 29: Aditya Birla Sun Life Equity Advantage Fund
Aditya Birla Sun Life Equity Advantage Fund An open ended equity scheme investing in both large cap and mid cap stocks Large & Mid Cap Fund Scheme Details Fund features & positioning Fund Managed By - Mr. Vishal Gajwani (31-Oct-24); • Growth oriented portfolio where allocation to midcap/smallcap wil
Slide 30: Equity Advantage Fund Portfolio
Aditya Birla Sun Life Equity Advantage Fund Portfolio Top 10 Sectors Fund Vs Benchmark – Regular Plan Banks 13.85% ABSL Equity Advantage Fund B.M - Nifty Large Midcap 250 TRI A.B - Nifty 50 TRI Auto Components 7.78% 20.74 16.77 13.69 15.80 16.65 Finance 7.64% 12.01 12.52 8.15 11.06 9.58 7.54 IT - So
Slide 31: Aditya Birla Sun Life Multi-Cap Fund
Aditya Birla Sun Life Multi-Cap Fund An open ended equity scheme investing across large cap, mid cap & small cap stocks Multi-cap Funds Scheme Details Fund features & positioning Mr. Abhinav Khandelwal (31-Oct-24); Fund Managed By - • Combination of Focused Large Cap, Focused Mid Cap & Focused Small
Slide 32: Multi-Cap Fund Portfolio & Performance
Aditya Birla Sun Life Multi-Cap Fund Portfolio & Performance Top 10 Sectors Fund Vs Benchmark – Regular Plan Banks 12.40% ABSL Multi Cap Fund B.M - NIFTY 500 Multicap 50:25:25 TRI A.B - Nifty 50 TRI Pharmaceuticals & Biotechnology 7.09% 17.14 19.19 14.51 Electrical Equipment 6.83% 11.96 13.33 16.12
Slide 33: Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund An open ended equity scheme predominantly investing in mid cap stocks Mid Cap Funds Scheme Details Fund features & positioning Fund Managed By - Mr. Vishal Gajwani (31-Oct-24); AUM (Rs) - 5,532.80 Cr • Follows a bottom-up stock selection approach (Since Date) Mr. Dh
Slide 34: Midcap Fund Portfolio
Aditya Birla Sun Life Midcap Fund Portfolio Top 10 Sectors Fund Vs Benchmark – Regular Plan Finance 8.12% ABSL Midcap Fund B.M - NIFTY Midcap 150 TRI A.B - Nifty 50 TRI Pharmaceuticals & Biotechnology 7.68% 21.09 25.37 21.09 Industrial Products 7.33% 19.97 15.80 17.00 12.68 11.60 9.58 15.00 12.01 Au
Slide 35: Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund An open ended equity scheme predominantly investing in small cap stocks Small Cap Fund Scheme Details Fund features & positioning Fund Managed By - Mr. Abhinav Khandelwal (31-Oct-24); • Fundamental research driven approach of stock selection to identify AUM (Rs)
Slide 36: Small Cap Fund Portfolio & Performance
Aditya Birla Sun Life Small Cap Fund Portfolio & Performance Top 10 Sectors Fund Vs Benchmark – Regular Plan ABSL Small Cap Fund B.M - BSE 250 SmallCap TRI A.B - Nifty 50 TRI Auto Components 7.28% 25.40 Consumer Durables 6.73% 17.95 19.52 12.81 15.80 12.39 10.80 11.40 9.58 12.01 Finance 5.49% 4.73 5
Slide 37: Aditya Birla Sun Life Pure Value Fund
Aditya Birla Sun Life Pure Value Fund An open ended equity scheme following a value investment strategy Value Fund Scheme Details Fund features & positioning Fund Managed By - Mr. Kunal Sangoi (22-Sep-22); • A diversified fund that follows value investing strategy. (Since Date) Mr. Dhaval Joshi (21-
Slide 38: Pure Value Fund Portfolio
Aditya Birla Sun Life Pure Value Fund Portfolio Top 10 Sectors Fund Vs Benchmark – Regular Plan ABSL Pure Value Fund B.M - Nifty 500 TRI A.B - Nifty 50 TRI Auto Components 9.81% IT - Software 9.76% 20.34 18.16 15.80 17.56 14.24 15.81 12.01 11.16 12.01 Pharmaceuticals & Biotechnology 7.77% 6.77 10.06
Slide 39: Sectoral / Thematic Funds
Sectoral / Thematic Funds i]
Slide 40: Aditya Birla Sun Life Banking and Financial Services Fund
Aditya Birla Sun Life Banking and Financial Services Fund An open ended equity scheme investing in the Banking & Financial Services sectors Sectoral/Thematic Fund Scheme Details Fund features & positioning Fund Managed By - Mr. Dhaval Gala (26-Aug-15); • Fund dedicated to investing in companies belo
Slide 41: Banking and Financial Services Fund Portfolio & Performance
Aditya Birla Sun Life Banking and Financial Services Fund Portfolio & Performance Top 10 Sectors Fund Vs Benchmark – Regular Plan ABSL Banking and Financial Services Fund B.M - Nifty Financial Services TRI A.B - Nifty 50 TRI 14.43 15.80 16.18 16.30 14.13 Banks 62.21% 9.58 10.83 10.22 12.01 11.52 10.
Slide 42: Aditya Birla Sun Life Digital India Fund
Aditya Birla Sun Life Digital India Fund An open ended equity scheme investing in the Technology, Telecom, Media, Entertainment and other related ancillary sectors Sectoral/Thematic Fund Scheme Details Fund features & positioning Fund Managed By - Mr. Kunal Sangoi (16-Jan-14); • Thematic fund with b
Slide 43: Digital India Fund Portfolio & Performance
Aditya Birla Sun Life Digital India Fund Portfolio & Performance Top 10 Sectors Fund Vs Benchmark – Regular Plan ABSL Digital India Fund B.M - BSE Teck TRI A.B - Nifty 50 TRI IT - Software 62.49% 25.3121.45 Telecom - Services 10.66% 17.24 15.80 10.48 9.58 9.67 9.38 12.01 12.18 12.77 Retailing 7.40%
Slide 44: Aditya Birla Sun Life India GenNext Fund
Aditya Birla Sun Life India GenNext Fund An open ended equity scheme following Consumption theme Sectoral/Thematic Fund Scheme Details Fund features & positioning Fund Managed By - Mr. Chanchal Khandelwal (26-Aug-15); • A diversified fund with focus on consumption theme. Amongst the first of its kin
Slide 45: India GenNext Fund Portfolio & Performance
Aditya Birla Sun Life India GenNext Fund Portfolio & Performance Top 10 Sectors Fund Vs Benchmark – Regular Plan ABSL India GenNext Fund B.M - NIFTY India Consumption TRI A.B - BSE SENSEX TRI Retailing 15.27% 16.56 18.29 16.5618.31 16.63 13.06 14.02 15.11 14.03 Automobiles 9.34 11.55 12.47% Banks 11
Slide 46: Aditya Birla Sun Life ESG Integration Strategy Fund
Aditya Birla Sun Life ESG Integration Strategy Fund An open ended equity scheme investing in Environment, Social & Governance (ESG) theme by following Integration Strategy Sectoral/Thematic Fund Scheme Details Fund features & positioning Fund Managed By - Mr. Chanchal Khandelwal (31-Oct-24); • Follo
Slide 47: ESG Integration Strategy Fund Portfolio & Performance
Aditya Birla Sun Life ESG Integration Strategy Fund Portfolio & Performance Top 10 Sectors Fund Vs Benchmark – Regular Plan Banks 25.61% ABSL ESG Integration Strategy Fund B.M - Nifty 100 ESG TRI A.B - Nifty 50 TRI IT - Software 21.66% 16.04 13.68 15.12 15.30 9.95 9.58 8.97 10.77 12.01 Consumer Dura
Slide 48: Aditya Birla Sun Life MNC Fund
Aditya Birla Sun Life MNC Fund An open ended equity scheme following the MNC theme in its investments Sectoral/Thematic Fund Scheme Details Fund features & positioning Fund Managed By - Mr. Chanchal Khandelwal (31-Dec-21); • Invests in securities of multinational companies with intent to generate lo
Slide 49: MNC Fund Portfolio & Performance
Aditya Birla Sun Life MNC Fund Portfolio & Performance Top 10 Sectors Fund Vs Benchmark – Regular Plan Pharmaceuticals & Biotechnology 10.91% ABSL MNC Fund B.M - Nifty MNC TRI A.B - Nifty 50 TRI Auto Components 9.49% 14.68 16.30 15.80 15.19 13.31 13.33 14.21 12.01 Consumer Durables 7.19% 8.27 9.58 9
Slide 50: Aditya Birla Sun Life Business Cycle Fund
Aditya Birla Sun Life Business Cycle Fund An open ended equity scheme following business cycles based investing theme Sectoral/Thematic Fund Scheme Details Fund features & positioning Mr. Harish Krishnan (03-Nov-23); Fund Managed By - Mr. Dhaval Joshi (21-Nov-22); AUM (Rs) - 1,712.96 Cr • Business C
Slide 51: Business Cycle Fund Portfolio & Performance
Aditya Birla Sun Life Business Cycle Fund Portfolio & Performance Top 10 Sectors Fund Vs Benchmark – Regular Plan Banks 19.67% ABSL Business Cycle Fund B.M - BSE 500 TRI A.B - Nifty 50 TRI IT - Software 9.46% 10.19 9.73 9.58 11.95 14.16 12.01 11.62 13.60 11.68 Industrial Products 6.67% Finance 5.90%
Slide 52: Aditya Birla Sun Life Dividend Yield Fund
Aditya Birla Sun Life Dividend Yield Fund An open ended equity scheme predominantly investing in dividend yielding stocks Sectoral/Thematic Fund Scheme Details Fund features & positioning Fund Managed By - Mr. Dhaval Gala (01-Apr-22); • invests in high dividend paying companies across market cap whi
Slide 53: Dividend Yield Fund Portfolio & Performance
Aditya Birla Sun Life Dividend Yield Fund Portfolio & Performance Top 10 Sectors Fund Vs Benchmark – Regular Plan IT - Software 18.49% ABSL Dividend Yield Fund B.M - Nifty 500 TRI A.B - Nifty 50 TRI Power 8.15% 20.06 21.1718.16 18.7418.0916.78 Diversified FMCG 7.92% 14.2412.01 15.80 8.14 10.06 9.58
Slide 54: Aditya Birla Sun Life Pharma & Healthcare Fund
Aditya Birla Sun Life Pharma & Healthcare Fund An open ended equity scheme investing in Pharma and Healthcare Services Sector Sectoral/Thematic Fund Scheme Details Fund features & positioning Fund Managed By - Mr. Dhaval Shah (11-Jul-19); • IT is a sectoral fund that invests in companies belonging t
Slide 55: Pharma & Healthcare Fund Portfolio & Performance
Aditya Birla Sun Life Pharma & Healthcare Fund Portfolio & Performance Top 10 Sectors Fund Vs Benchmark – Regular Plan ABSL Pharma & Healthcare Fund B.M - BSE Healthcare TRI A.B - Nifty 50 TRI Pharmaceuticals & Biotechnology 75.02% 16.91 24.33 17.7620.92 21.4625.32 21.5124.64 12.01 15.80 15.05 9.58
Slide 56: Aditya Birla Sun Life PSU Equity Fund
Aditya Birla Sun Life PSU Equity Fund An Open ended equity scheme following PSU theme Sectoral/Thematic Fund Scheme Details Fund features & positioning Fund Managed By - Mr. Dhaval Gala (22-Sep-22); • IT is a sectoral fund that invests in PSU Stocks. The fund focuses on sectors AUM (Rs) - 5,168.64 C
Slide 57: PSU Equity Fund Portfolio & Performance
Aditya Birla Sun Life PSU Equity Fund Portfolio & Performance Top 10 Sectors Fund Vs Benchmark – Regular Plan Banks 20.58% ABSL PSU Equity Fund B.M - BSE PSU TRI A.B - Nifty 50 TRI Power 17.75% 28.2431.40 25.9727.98 24.6826.12 Finance 9.74% 15.80 14.97 9.22 9.58 12.01 Gas 9.06% 0.00 Oil 8.38% 1 Year
Slide 58: Annexure
Annexure
Slide 59: Abbreviations
Abbreviations ➢ NAV – Net Asset Value ➢ SWP – Systematic Withdrawal Plan ➢ AUM – Assets Under Management ➢ STP – Systematic Transfer Plan ➢ FII – Foreign Institutional Investors ➢ CATP – Capital Appreciation Transfer Plan ➢ FPI – Foreign Portfolio Investment ➢ CAGR – Compound Annual Growth Rate ➢ DI
Slide 60: Other Special Facilities
Other Special Facilities Other Special Facilities Scheme Name SIP STP SWP CATP Sampoorna SIP Turbo STP Aditya Birla Sun Life Equity Savings Fund ✓ ✓ ✓ ✓ ✓ Aditya Birla Sun Life Arbitrage Fund ✓ ✓ ✓ ✓ ✓ Aditya Birla Sun Life Balanced Advantage Fund ✓ ✓ ✓ ✓ ✓ ✓ Aditya Birla Sun Life Equity Hybrid '95
Slide 61: Product Labelling & Risk-o-Meter
Product Labelling & Risk-o-Meter Sr. No. Scheme Name This product is suitable for investors who are seeking* Risk-o-meter of Scheme Risk-o-meter of Benchmark Aditya Birla Sun Life Equity Hybrid ‘95 CRISIL Hybrid 35+65 - Aggressive Aditya Birla Sun Life Equity Index Hybrid ‘95 Fund • Long term capita
Slide 62: Product Labelling & Risk-o-Meter (Contd…)
Product Labelling & Risk-o-Meter (Contd…) Sr. No. Scheme Name This product is suitable for investors who are seeking* Risk-o-meter of Scheme Risk-o-meter of Benchmark Aditya Birla Sun Life Focused Fund Nifty 500 TRI Aditya Birla Sun Life Focused Fund • Long term capital growth with exposure limited
Slide 63: Product Labelling & Risk-o-Meter (Contd…)
Product Labelling & Risk-o-Meter (Contd…) Sr. No. Scheme Name This product is suitable for investors who are seeking* Risk-o-meter of Scheme Risk-o-meter of Benchmark Aditya Birla Sun Life Multi-Cap Fund Nifty 500 Multicap 50:25:25 TRI Aditya Birla Sun Life Multi-Cap • Long term capital growth and i
Slide 64: Product Labelling & Risk-o-Meter (Contd…)
Product Labelling & Risk-o-Meter (Contd…) Sr. No. Scheme Name This product is suitable for investors who are seeking* Risk-o-meter of Scheme Risk-o-meter of Benchmark Aditya Birla Sun Life Banking and Nifty Financial Services TRI Financial Services Fund Aditya Birla Sun Life Banking and Financial Se
Slide 65: Product Labelling & Risk-o-Meter (Contd…)
Product Labelling & Risk-o-Meter (Contd…) Sr. No. Scheme Name This product is suitable for investors who are seeking* Risk-o-meter of Scheme Risk-o-meter of Benchmark Aditya Birla Sun Life MNC Fund Nifty MNC TRI Aditya Birla Sun Life MNC Fund • Long term capital growth (An open ended equity scheme 1
Slide 66: Product Labelling & Risk-o-Meter (Contd…)
Product Labelling & Risk-o-Meter (Contd…) Sr. No. Scheme Name This product is suitable for investors who are seeking* Risk-o-meter of Scheme Risk-o-meter of Benchmark Aditya Birla Sun Life Multi Asset Customised Index Aditya Birla Sun Life Multi Asset Allocation Fund • Long term capital appreciation
Slide 67: Performance of Other Funds Managed By The Fund Managers
Performance of Other Funds Managed By The Fund Managers Funds Managed By CAGR (%) Returns Funds Managed By CAGR (%) Returns Sr.No Mr. Vishal Gajwani & Mr. Dhaval Joshi Last 1 Year Last 3 Years Last 5 Years Mr. Harshil Suvarnkar, Mr. Chanchal Khandelwal & Mr. Dhaval Sr.No Last 1 Year Last 3 Years Las
Slide 68: Performance of Other Funds Managed By The Fund Managers (Contd…)
Performance of Other Funds Managed By The Fund Managers (Contd…) Funds Managed By CAGR (%) Returns Funds Managed By CAGR (%) Returns Sr.No Mr. Mohot Sharma Last 1 Year Last 3 Years Last 5 Years Sr.No Mr. Mahesh Patil, Mr. Jonas Bhutta & Mr. Dhaval Joshi Last 1 Year Last 3 Years Last 5 Years ABSL Nif
Slide 69: Performance of Other Funds Managed By The Fund Managers (Contd…)
Performance of Other Funds Managed By The Fund Managers (Contd…) Funds Managed By CAGR (%) Returns Funds Managed By CAGR (%) Returns Sr.No Mr. Kunal Sangoi & Mr. Dhaval Joshi Last 1 Year Last 3 Years Last 5 Years Sr.No Mr. Dhaval Gala & Mr. Dhaval Joshi Last 1 Year Last 3 Years Last 5 Years 1 ABSL D
Slide 70: Performance of Other Funds Managed By The Fund Managers (Contd…)
Performance of Other Funds Managed By The Fund Managers (Contd…) Funds Managed By CAGR (%) Returns Sr.No Mr. Dhaval Shah & Mr. Dhaval Joshi Last 1 Year Last 3 Years Last 5 Years 1 ABSL ELSS Tax Saver Fund- Regular 9.63 9.87 10.89 ABSL ELSS Tax Saver Fund- Direct 10.47 10.73 11.78 NIFTY 500 TRI 10.06
Slide 71: Disclaimer
Disclaimer This document is solely for the information and understanding of intended recipients only. If you are not the intended recipient, you are hereby notified that any use, distribution, reproduction or any action taken or omitted to be taken in reliance upon the same is prohibited and may be
Slide 72: Thank You
THANK YOU i] Aditya Birla Sun Life ADITYA BIRLA Mutual Fund CAPITAL MUTUAL FUNDS
Aditya Birla Sun Life AMC — Investor Presentation (February 2025) on 6ix