Aditya Birla SL Multi-Cap Fund (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Aditya Birla SL Multi-Cap Fund (IDCW) (42030) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla SL Multi-Cap Fund (IDCW)
Aditya Birla Sun Life AMC Ltd
The objective of the scheme is to achieve long term growth of capital, at commensurate levels of risk through a diversified research based investment in Large, Mid & Small cap companies. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Equity Focused
Management
Established Team
Quality Score
Average Quality
Aditya Birla SL Multi-Cap Fund (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
1-Year Returns
Recent performance momentum
Management Stability
Fund manager experience
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 4.01% |
| ICICI Bank Ltd | Banks | 2.97% |
| UltraTech Cement Ltd | Cement | 2.77% |
| Fortis Healthcare Ltd | Healthcare | 2.66% |
| Eternal Ltd | E-Commerce/App based Aggregator | 1.99% |
| Power Finance Corporation Ltd | Finance | 1.97% |
| Bharti Airtel Ltd | Telecom-Service | 1.81% |
| HDB Financial Services Ltd | Finance | 1.80% |
| Radico Khaitan Ltd | Alcoholic Beverages | 1.78% |
| C C I | Debt Others | 1.73% |
Sector Breakdown
Compare against Multi Cap Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Multi Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Multi Cap Fund category
Aditya Birla SL Multi-Cap Fund (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| ICICI Pru Multicap Fund - Direct (G) | ₹897.43 | 14.97% | -2.69% | 21.04% |
| ICICI Pru Multicap Fund - (G) | ₹802.66 | 14.51% | -3.46% | 20.04% |
| Quant Multi Cap Fund - Direct (G) | ₹683.55 | 13.06% | -14.66% | 13.21% |
| Quant Multi Cap Fund (G) | ₹625.40 | 12.41% | -15.64% | 11.93% |
| Sundaram Multi Cap Fund - Direct (G) | ₹436.92 | 18.12% | -0.22% | 17.40% |
| Sundaram Multi Cap Fund (G) | ₹391.48 | 17.50% | -1.27% | 16.12% |
| Nippon India Multi Cap Fund - Direct (G) | ₹334.12 | 20.40% | 1.07% | 23.82% |
| Nippon India Multi Cap Fund - Direct (B) | ₹334.12 | 20.40% | 1.07% | 23.82% |
| Baroda BNP Paribas Multi Cap Fund-Dir (G) | ₹325.75 | 16.86% | -1.21% | 20.35% |
| Nippon India Multi Cap Fund (G) | ₹303.91 | 19.92% | 0.26% | 22.86% |
Category Average Returns
Abhinav Khandelwal
A seasoned investment professional with over 5 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.