Investment Objective and Approach

The scheme seeks to achieve long term growth of capital, at commensurate levels of risk through a diversified research based investment in Large, Mid & Small cap companies. Aditya Birla Sun Life Multi-Cap Fund is an open-ended equity scheme investing across large cap, mid cap & small cap stocks.

The fund follows a structured multi-cap approach with specific allocation mandates:

- A minimum of 80% of its net assets to Equity and Equity related instruments

- The fund is mandated to invest at least 25 per cent of its money each in stocks of large, medium and small-sized companies

- The fund manager has the flexibility in invest the balance in equity across any market cap as per his discretion and as per available investing opportunities

The fund follows a Bottom-up approach of stock selection. Its investing strategy is based on a bottom-up approach – with the focus being on identifying companies with sound corporate governance, competitive advantage and considerable and sustainable growth potential.

Fund Managers

The Aditya Birla Sun Life Multi Cap Fund is managed by a team of experienced professionals:

Harshil Suvarnkar - Harshil Suvarnkar is a fund manager with Aditya Birla Sun Life AMC Limited. He has an overall experience of 15 years in the financial services industry. Prior to joining ABSLAMC he was associated with Indiabulls Housing Finance Limited for 10 years as Head - Markets, Treasury heading treasury investments, Asset Liability Management (ALM) and capital market borrowings. He has a Master's degree in Management Studies from Jamnalal Bajaj Institute of Management Studies (JBIMS), University of Mumbai and Post-Graduate Diploma in Securities Law from Government Law College.

Dhaval Joshi - Dhaval Joshi has an overall experience of 18 years in equity research and investments. Prior to joining Aditya Birla Sun Life AMC Limited, he was associated with Sundaram Mutual Fund (India) Ltd. for around 5 years. He has also worked as a research analyst with Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd.

Abhinav Khandelwal - Mr. Abhinav Khandelwal has overall experience of more than 15 years in the Equity Markets. Before joining Aditya Birla Sun Life AMC Limited ("ABSLAMC"), he was worked with Mahindra Manulife Mutual Fund as Equity Fund Manager.

About the Fund House (AMC)

Aditya Birla Sun Life Mutual Funds (ABSLMF) is a joint-venture company co-sponsored by the Indian company, Aditya Birla Capital Limited and Canada-based financial service company, Sun Life AMC Investments, Inc. It was established in 1994 and has successfully completed 25 years in the Indian financial landscape.

Key Statistics (as of March 31, 2025):

- ABSLAMC is one of the leading asset managers in India, servicing around 10.6 million investor folios with a pan India presence across 300+ locations and overall AUM of Rs. 4,056 billion for the quarter ending March 31, 2025

- Aditya Birla Sun Life AMC Ltd is managing 628 schemes with an Asset under Management of ₹ 3,96,506.16 crores

- Excluding variants, Aditya Birla Sun Life AMC Ltd is managing 36 Equity schemes, 41 Debt schemes, 16 Hybrid schemes and 2 Money market schemes

Parent Company Strengths:

- The Aditya Birla Group is the 3rd largest business conglomerate in India, with gross revenue in excess of $41 billion

- Sun Life, on the other hand, is one of the largest life insurance providers in the world, with investment management as their other area of expertise. It ranks 236th on the Fortune 500 list

- As of Mar 31, 2025, Sun Life had total assets under management of $1.55 trillion

Should I Invest in Aditya Birla Sun Life Multi Cap Fund?

The fund offers several advantages for long-term investors:

Suitable for investors who:

- Seek exposure to companies across all market capitalizations

- Have a long-term investment horizon (5+ years)

- Can tolerate moderate to high risk levels

- Want professional management with research-driven stock selection

Key considerations:

- Such funds can be fairly volatile since at least 50% of their assets will always be invested in mid and small cap stocks which generally experience more severe ups and downs

- Do not invest in this, or any other multi-cap fund, if you need to redeem your investment in less than five years

- Like for all equity funds, you must invest only through the SIP route

Investment thresholds:

- Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00

- Aditya Birla Sun Life Multi Cap Fund Direct Growth has no lock in period

FAQs

What is today's NAV of Aditya Birla Sun Life Multi Cap Fund?

The NAV changes daily based on market movements. You can check the latest NAV on the fund house website or financial platforms like Allvest for real-time updates.

What is the AUM of Aditya Birla Sun Life Multi Cap Fund?

The fund has an AUM of ₹6,066.15 Cr as of June 18, 2025.

What is the expense ratio of Aditya Birla Sun Life Multi Cap Fund?

Aditya Birla Sun Life Multi-Cap Fund - Regular Plan - Growth fund's expense ratio is 1.84% The Direct plan typically has a lower expense ratio.

What are the returns of Aditya Birla Sun Life Multi Cap Fund since inception?

This fund has delivered an average annual returns of 17.84% since inception which is more than its category average return of 14.19%

What is the minimum SIP amount to invest in Aditya Birla Sun Life Multi Cap Fund?

Minimum investment for SIP is INR 100.00.

How do I invest in Aditya Birla Sun Life Multi Cap Fund?

You can invest through Allvest platform by completing your KYC, selecting the fund, choosing SIP or lumpsum mode, and making payment via various digital methods.

How to start a SIP in Aditya Birla Sun Life Multi Cap Fund?

On Allvest platform, select the fund, choose SIP option, set your monthly amount and investment date, then set up auto-debit for seamless investing.

How do I automate an SIP in Aditya Birla Sun Life Multi Cap Fund?

Use the auto-pay facility on Allvest platform to set up automatic monthly deductions from your bank account for uninterrupted SIP investments.

How can I withdraw/redeem my investment in Aditya Birla Sun Life Multi Cap Fund?

You can redeem your units through Allvest platform by submitting a redemption request specifying the number of units or amount. The proceeds will be credited to your registered bank account.