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Aditya Birla SL Flexi Cap Fund (G)
Summary Info
Fund Name Aditya Birla Sun Life Mutual Fund
Scheme Name Aditya Birla SL Flexi Cap Fund (G)
AMC Aditya Birla Sun Life Mutual Fund
Type Open
Category Equity - Diversified
Launch Date 17-Aug-98
Fund Manager Harish Krishnan
Net Assets(Rs. cr) 28112.33
NAV Details
NAV Date 19-Aug-26
NAV (Rs) 1968.34
Buy/Repurchase Price (Rs) 0.00
Sell/Resale Price (Rs) 0.00
Entry Load % NIL
Exit Load % 1.00% - For redemption/switch-out of units within 90 days from the date of allotment. Nil - For redemption/switch-out of units after 90 days from the date of allotment.
NAV Graph
Latest Payouts
  Dividends Bonus
Ratio NA NA
Record Date NA NA
Investment Details
Tax Benefits NA
Min. Investment(Rs) 100
Increm.Investment(Rs) 100
Performance Date :19-Aug-26
  1 Week (%) 1 Month (%) 3 Month (%) 6 Month (%) 1 Year (%) 3 Year (%) 5 Year (%) Since INC (%)
Scheme Return -0.64 2.40 7.80 5.96 9.68 16.43 12.23 20.76
Category Avg -0.32 2.16 7.82 4.90 7.39 15.27 13.63 13.87
Category Best 3.33 9.26 23.88 31.00 33.56 42.35 24.93 43.72
Category Worst -11.58 -9.15 -4.28 -11.52 -14.92 -1.46 1.41 -11.31
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movements in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] TR [%]
0.9483 4.2252 0.6795 2.9361 0.0345
Asset Allocation
Holdings 31-Jul-26
Company Name % Hold
ICICI Bank 6.05
Kotak Mah. Bank 3.24
HDFC Bank 3.19
Reliance Industr 2.65
Infosys 2.28
SBI 2.23
Bharat Forge 2.19
Bharti Airtel 2.17
HCL Technologies 1.97
United Spirits 1.88
Sona BLW Precis. 1.83
Federal Bank 1.76
Godrej Consumer 1.66
Tech Mahindra 1.66
Persistent Syste 1.65
Hindalco Inds. 1.63
M & M 1.61
SBI Life Insuran 1.61
Ather Energy 1.57
Jindal Steel 1.57
Lenskart Solut. 1.57
Grasim Inds 1.54
Axis Bank 1.53
Shriram Finance 1.47
Mankind Pharma 1.46
Bajaj Finserv 1.45
Larsen & Toubro 1.43
GMR Airports 1.39
Radico Khaitan 1.36
Dr Lal Pathlabs 1.36
Adani Energy Sol 1.32
Tata Consumer 1.30
SRF 1.26
APL Apollo Tubes 1.25
CG Power & Ind 1.23
Eternal 1.20
Apollo Hospitals 1.19
H P C L 1.18
Bajaj Auto 1.16
Meesho 1.16
ICICI Lombard 1.16
Welspun Corp 1.09
Maruti Suzuki 1.06
V-Guard Industri 1.03
AU Small Finance 1.02
Atul 1.02
Avenue Super. 1.00
Angel One 0.95
Adani Ports 0.94
R R Kabel 0.93
Trent 0.93
Sun Pharma.Inds. 0.85
Sumitomo Chemi. 0.82
Astral 0.79
Amagi Media Labs 0.79
Max Financial 0.77
Cummins India 0.75
SBFC Finance 0.71
Anthem Bioscienc 0.71
L&T Finance Ltd 0.70
Asian Paints 0.69
Cholaman.Inv.&Fn 0.69
Vinati Organics 0.67
Metropolis Healt 0.58
CreditAcc. Gram. 0.56
Havells India 0.51
Go Digit General 0.50
Ajanta Pharma 0.48
Sobha 0.47
Sai Life 0.46
Whirlpool India 0.41
Tube Investments 0.39
Vedant Fashions 0.39
P I Industries 0.38
Honeywell Auto 0.34
OneSource Speci. 0.28
H.G. Infra Engg. 0.23
Happy Forgings 0.15
Indo-MIM 0.13
Solara Active 0.08
MMS Infra. 0.00
Magnasound 0.00
Maestros Medi. 0.00
Reverse Repo 1.36
TREPS 0.31
Net CA & Others 0.70
Margin amount for Derivative 0.47
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