Mutual Funds

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Aditya Birla Sun Life Mutual FundFlexi CapVery High Risk
₹1,922.23+10.26 (+0.54%)

NAV as on 2026-07-17 · Equity · Flexi Cap

AUM

₹26.7K Cr

1Y Return

+6.8%

3Y CAGR

+15.2%

5Y CAGR

+12.3%

Expense

1.37%

Risk

Very High

Aditya Birla Sun Life Flexi Cap Fund
₹1,922.23+0.54%

1Y Return

+6.8%

3Y CAGR

+15.2%

5Y CAGR

+12.3%

Since Inception

+13.0%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹1,659.16
₹1,922.23

100% from 52W low

Fund Information

Flexi CapEquitySince 03-04-2006

Fund House

Aditya Birla Sun Life Mutual Fund

Category

Equity - Flexi Cap

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity98.6%
Cash1.4%

Market Cap Split

Large Cap55.6%
Mid Cap26.8%
Small Cap13.5%

Top Holdings

82 stocks
Weight1M Change
1

ICICI Bank Ltd

Financial Services

5.84%0.0%
2

HDFC Bank Ltd

Financial Services

3.61%0.0%
3

Kotak Mahindra Bank Ltd

Financial Services

3.45%0.0%
4

Reliance Industries Ltd

Energy

3.19%0.0%
5

Infosys Ltd

Technology

2.84%0.0%
6

State Bank of India

Financial Services

2.71%+3.2%
7

Bharti Airtel Ltd

Communication Services

2.28%0.0%
8

Hindalco Industries Ltd

Basic Materials

2.23%-2.3%
9

Bharat Forge Ltd

Consumer Cyclical

2.12%0.0%
10

HCL Technologies Ltd

Technology

1.92%0.0%

Sector Allocation

Weight1M Change
Financial Services
30.0%+36%
Consumer Cyclical
14.8%-34%
Basic Materials
11.2%+15%
Industrials
10.9%+12%
Healthcare
8.6%+2%
Technology
8.3%+7%
Consumer Defensive
7.6%0%
Energy
4.4%0%
Communication Services
2.3%0%
Real Estate
0.5%0%

Fundamentals

P/E Ratio

26.72

Cat avg: 25.96

P/B Ratio

3.78

Cat avg: 3.73

Dividend Yield

0.99%

Cat avg: 1.09%

Price/Sale

2.85

Price/Cash Flow

20.21

Risk Metrics (3Y)

Sharpe Ratio

0.62

Cat avg: 0.48

Sortino Ratio

0.96

Cat avg: 0.72

Beta

0.95

Cat avg: 0.96

Std Deviation

14.65%

Cat avg: 15.61%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Aditya BSL Flexi Cap Gr26,7271.37+6.8%+15.2%+12.3%
Parag Parikh Flexi Cap Reg Gr1,43,3881.05-1.6%+13.8%+12.9%
HDFC Flexi Cap Gr1,06,4961.35+2.7%+16.8%+17.8%
Kotak Flexicap Reg Gr55,8501.43+0.1%+12.8%+11.6%
UTI Flexi Cap Reg Gr22,8821.65-2.6%+8.0%+6.0%
SBI Flexicap Reg Gr22,6851.64-1.0%+8.4%+8.8%
ICICI Pru Flexicap Reg Gr22,5071.39+6.7%+15.6%-
Franklin India Flexi Cap Gr19,2741.42-2.4%+13.4%+13.4%
Axis Flexi Cap Reg Gr13,3281.71+2.1%+12.4%+9.7%
Canara Robeco Flexi Cap Reg Gr13,3281.46-0.2%+11.4%+10.6%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹26.7K Cr
Expense Ratio1.37%
Volatility (3Y)14.7%
Sharpe Ratio0.62
Sortino Ratio0.96
Beta0.95
Min SIP₹500
Min Lumpsum₹5,000
Holdings86

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.