Mutual Funds

Aditya Birla Sun Life Multi-Cap Fund-Direct IDCW Payout

Aditya Birla Sun Life Mutual FundMulti CapVery High Risk
₹19.58+0.04 (+0.20%)

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

AUM

₹7,030 Cr

1Y Return

+3.9%

3Y CAGR

+15.0%

5Y CAGR

+14.1%

Expense

0.67%

Risk

Very High

Aditya Birla Sun Life Multi-Cap Fund-Direct IDCW Payout
₹19.58+0.20%

1Y Return

+3.9%

3Y CAGR

+15.0%

5Y CAGR

+14.1%

Since Inception

+13.5%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹16.49
₹19.97

89% from 52W low

Fund Information

Multi CapEquitySince 10-05-2021

Fund House

Aditya Birla Sun Life Mutual Fund

Category

Equity - Multi Cap

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity97.2%
Cash2.8%

Market Cap Split

Large Cap41.6%
Mid Cap22.5%
Small Cap26.2%

Top Holdings

90 stocks
Weight1M Change
1

Clearing Corporation Of India Limited

4.17%0.0%
2

Reliance Industries Ltd

Energy

3.64%0.0%
3

State Bank of India

Financial Services

3.38%+23.5%
4

ICICI Bank Ltd

Financial Services

2.77%-14.7%
5

Larsen & Toubro Ltd

Industrials

2.61%0.0%
6

Indus Towers Ltd Ordinary Shares

Communication Services

2.55%0.0%
7

Eternal Ltd

Consumer Cyclical

2.21%0.0%
8

RBL Bank Ltd

Financial Services

1.91%0.0%
9

Axis Bank Ltd

Financial Services

1.86%0.0%
10

HDFC Bank Ltd

Financial Services

1.86%0.0%

Sector Allocation

Weight1M Change
Financial Services
23.1%-26%
Consumer Cyclical
18.0%-10%
Industrials
13.7%+100%
Basic Materials
8.0%+52%
Healthcare
7.6%0%
Technology
7.2%0%
Consumer Defensive
6.3%+30%
Energy
4.2%0%
Communication Services
2.5%0%
Real Estate
2.1%+12%
Utilities
0.8%0%

Fundamentals

P/E Ratio

27.17

Cat avg: 28.11

P/B Ratio

4.03

Cat avg: 3.87

Dividend Yield

0.83%

Cat avg: 0.91%

Price/Sale

3.02

Price/Cash Flow

18.88

Risk Metrics (3Y)

Sharpe Ratio

0.59

Cat avg: 0.62

Sortino Ratio

0.89

Cat avg: 0.96

Beta

0.95

Cat avg: 0.96

Std Deviation

16.01%

Cat avg: 16.39%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Aditya BSL Multi-Cap Dir IDCW-P7,0300.67+3.9%+15.0%+14.1%
Nippon India Multi Cap Dir Bns54,5850.61+0.7%+16.7%+19.7%
Kotak Multicap Dir IDCW-P28,0740.47+7.1%+20.1%-
SBI Multicap Dir IDCW-P23,6930.86-0.9%+14.8%-
HDFC Multi Cap Dir IDCW-P20,2170.92-1.6%+14.7%-
ICICI Pru Multicap Dir IDCW-P18,1940.78+5.5%+17.6%+15.8%
Axis Multicap Dir IDCW-P10,4570.62+0.6%+17.9%-
Quant Multi Cap Dir IDCW-P7,7610.95+5.0%+12.8%+13.5%
Mahindra Manulife Multi Cap Dir IDCW-P6,9260.39+1.0%+16.7%+15.8%
HSBC Multi Cap Dir IDCW-P5,9140.50+6.3%+20.8%-

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹7,030 Cr
Expense Ratio0.67%
Volatility (3Y)16.0%
Sharpe Ratio0.59
Sortino Ratio0.89
Beta0.95
Min SIP₹500
Min Lumpsum₹5,000
Holdings93

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.