Aditya Birla Sun Life Multi-Cap Fund NFO

Aditya Birla Sun Life Mutual Fund has announced the launch of Aditya Birla Sun Life Multi-Cap Fund. The scheme would be investing its assets in equity and equity-related securities of companies across market capitalizations along with some exposure in debt & money market instruments.

The New Fund Offer (NFO) starts from 19th April 2021 and will end on 03rd May 2021. The fund will reopen for continuous sale and repurchase within 5 business days of allotment.

Investment Objective 

The investment objective of the scheme is to provide long-term capital growth by investing its assets through diversified research-based investments in Large-cap, Mid-cap, and Small-cap companies.

Features

• The fund will be investing a minimum of 80% of its assets in the equity and equity-related securities of every market capitalization.
• The scheme will allocate 25%-45% of its assets in large-cap stocks, 25%-35% in mid-cap stocks, and 25%-35% in small-cap stocks.
• The fund may invest a portion of assets in special opportunities, emerging businesses, and sectors.
• The portfolio will have a total of 50-60 stocks out of which 15-20 stocks will be of large-cap, mid-cap, and small-cap each.
• Stocks will be selected on the basis of Corporate Governance & Management Quality, Competitive Advantage, Size of the Opportunity, Sustainable Growth Potential, and Margin of Safety.

Why invest in Aditya Birla Sun Life Multi-Cap Fund?

• The funds combine the portfolio of stable large-cap companies and high growth mid & small-cap companies.
• Fund will have disciplined market cap allocation and active rebalancing periodically that provides an opportunity to have exposures to fast-growing companies & sectors.
• The fund follows a bottom-up approach to build a portfolio to increase return potential.
• It has an ideal portfolio to play in the high growth cycle.

Portfolio construction process:

Step-1 Invests In: Companies with Strong management & corporate governance which have a dominant business with a wide moat. The companies which have sustainable high growth potential.

Step-2 Avoid: The fund will avoid companies with weak corporate governance practices and fundamentally weak companies.

Step-3 Resultant Portfolio: The fund will result in a portfolio of high-quality companies that have sustainable long-term growth potential.

Who Should Invest?

This scheme is suitable for investors who are -

• Interested in long-term capital growth.
• Investors who want the one-stop solution for long-term aggressive equity funds.
• Interested in investments in a diversified portfolio with companies of every market capitalization.
• Recommended for risk-aware investors with an investment horizon of 5 years & above.

Asset Allocation Pattern

About the Scheme

SIP Details