Live Fund
Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC- Equity Opportunities Fund

Cat - III Long Only · Multi cap & Flexi Cap
AUM (Cr.)
180.18
Benchmark
Nifty 500 Multicap
Inception Date
December 01, 2021
Minimum Investment
Rs. 1Cr.

Investment Approach Trailing Returns

PeriodInvestment Approach (%)Benchmark (%)
1M Return
1.37
1.00
3M Return
5.72
6.70
6M Return
3.40
6.70
1Y Return
0.03
6.55
2Y Return
17.17
16.44
3Y Return
16.64
15.57
5Y Return
NA
NA
Since Inception
16.87
14.55

Investment Approach vs Benchmark

Market Composition

Large Cap
Mid Cap
Small Cap
Cash
Data Undisclosed

Fund Manager

Mr Amit Kansal

About the Fund Manager

Mr. Amit Kansal has over 22 years of experience with Aditya Birla Capital, ICICI Bank, E&Y and others, including around 14 years with Aditya Birla Capital, where he conceptualized, operationalized and led the Special Situations/Stressed Asset business (including a JV with US-based Värde Partners) and handled marquee transactions such as large one-time cash settlements, major debt cash buyouts, and various holding company and acquisition finance deals; earlier, he headed the Project & Structured Finance vertical for North & East at Aditya Birla Finance, providing project-linked lending, structured debt and corporate finance solutions to large and mid-market corporates across sectors like infrastructure, core industries, manufacturing, hospitality and real estate.

Fee Structure

Fixed Fee (%)Performance Fee (%)Hurdle Rate (%)Exit Load (%)
2.50% 20% 12% 1 Year - 3%, 2 Year - 2%, 3 Year - 1%

Disclaimer : Past performance of Portfolio Managers/Investment Approaches, including model portfolios, is not indicative of future results and has been obtained from public sources. RR Finance and its representatives make no representation or warranty, express or implied, as to the accuracy, completeness, or reliability of such information. Investors are requested to carry out their own independent due diligence and consult their financial advisors before making any investment decisions. Investments are subject to market risks. Read all scheme related documents carefully.

SEBI Registration No: NSE Cash: INB231219636 | SEBI Registration No: NSE Derivative: INF231219636 | SEBI Registration No: BSE Cash: INB011219632 | SEBI Registration No: MCX-SX: INE261219636 | SEBI Registration No: NSE Currency: INE231219636 | SEBI Registration No: USE: INE271219631 | SEBI Registration No: CDSL: IN-DP-CDSL-3242005 | NCDEX Membership No: 00635 | MCX Membership No: 28850 | NSEL Membership No: 10650 | RBI Registration No: NBFC: N-14.03215 | IRDA Registration Number : CB-066/03 | AMFI Registration No : ARN -0032| SEBI Registration No: Merchant Banker: INM000007508

* Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.