Since its inception on August 27, 1998, Aditya Birla Solar Life Flexi Cap Fund has registered over 21 p.c compound annual development price (CAGR). The worth of Rs 10,000 by way of Systematic Funding Plan (SIP) turned Rs 4.87 crore within the final 24 years and an funding of Rs 1 lakh grew to Rs 1.27 crore in 24 years, the fund home stated in an announcement.

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In regards to the fund

Aditya Birla Solar Life Flexi Cap Fund is an open ended dynamic fairness scheme investing throughout massive cap, mid cap, small cap shares. The target of the scheme is long run development of capital, via funding in fairness and fairness associated devices throughout market cap (massive, mid and small) corporations.

The fund has asset underneath administration (AUM) of Rs 17,406.29 crore as on July 31, 2023. The online asset worth (NAV) stands at Rs 1,273.83 as on July 31, 2023.

Fund efficiency

(Supply: Aditya Birla Capital)

Fund managers

Anil Shah (since October 3, 2012) and Dhaval Joshi (since November 21, 2022) are the fund managers of the scheme. Shah is co-head fairness with Aditya Birla Solar Life AMC Restricted (ABSLAMC). As a Senior Fund Supervisor, Anil executes and commonly critiques the funding technique for fairness portfolios.

Fund self-discipline

The scheme allocates a minimum of 65 p.c of the online property to Fairness and Fairness associated Devices. It invests throughout numerous sectors, industries and throughout shares within the massive, mid and small cap segments. It follows a mix of top-down and bottom-up strategy to hunt out investable shares with long-term fundamentals.

It has the flexibleness to take a position the steadiness 35 p.c in a mix of fairness in addition to debt and different cash market devices for liquidity functions

Portfolio holdings

(Supply: Moneycontrol)

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