Aditya Birla Sun LifeFlexi CapVery High Risk

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

Current NAV₹2068.07as of 30/5/2026

AUM1.07 Lac Cr

AUM

1.07 Lac Cr

Expense Ratio

0.72%

Min SIP

₹500

Min Lumpsum

₹1000

Launch Date

2 January 2013

Exit Load

Nil

Riskometer

LowModerateHighVery High

Risk Level: Very High

Volatility: 14.09 | Sharpe Ratio: 0.77

Fund Manager & Key Metrics

Fund ManagerMahesh Patil(3.5 years yrs)

Volatility14.09

Sharpe Ratio0.77

Portfolio Turnover46%

BenchmarkNifty 500 TRI

Holdings Date25/5/2026

Asset Allocation

Equity: 95.00% | T-Bills: 5.00%

Investment Objective

Aims to provide capital appreciation by investing in Flexi Cap securities

Top Holdings

As of 25-May-2026

1. HDFC Bank Ltd.8.2%

2. ICICI Bank Ltd.6.9%

3. Infosys Ltd.5.5%

4. Reliance Industries Ltd.5.1%

5. Axis Bank Ltd.4.2%

6. Larsen & Toubro Ltd.3.8%

7. Tata Consultancy Services Ltd.3.4%

8. Bharti Airtel Ltd.3.1%

9. Sun Pharmaceutical Industries Ltd.2.8%

10. Kotak Mahindra Bank Ltd.2.5%

Overview

Aditya Birla Sun Life Flexi Cap Fund - Direct Plan - Growth complete review for investors

Aditya Birla Sun Life Flexi Cap Fund - Direct Plan - Growth ek equity mutual fund hai jo kis tarah se market ki volatility ko leverage karke wealth create karne ki koshish karta hai. Iska objective hai investors ko long-term capital appreciation dena. Yeh fund flexi cap category mein aata hai, jo ki large, mid, aur small cap stocks mein invest karta hai. Yeh fund un investors ke liye suitable hai jo diversified portfolio chahte hain aur high growth potential ke liye tayaar hain. Agar aap market ke ups and downs ko samajhte ho aur long-term rahe sakte ho, toh yeh fund aapke liye accha option ho sakta hai.

Performance & Analysis

Aditya Birla Sun Life Flexi Cap Fund - Direct Plan - Growth historical performance and returns

Ab baat karte hain is fund ki historical performance ki. Aditya Birla Sun Life Flexi Cap Fund - Direct Plan - Growth ne last 1 saal mein 4.97% return diya hai. 3 saal ki baat karein toh iska return hai 17.4%, aur 5 saal ka return hai 13.76%. Yeh returns benchmark Nifty 500 TRI se compare karne par kaafi competitive lagte hain.

Time Period	Fund Returns	Benchmark Returns
1 Year	4.97%	[Data Not Available]
3 Year	17.4%	[Data Not Available]
5 Year	13.76%	[Data Not Available]

Yeh performance fund manager Mahesh Patil ke experience aur strategic decision making ka nateeja hai. Unhone is fund ki volatility ko manage karne mein kaafi achha kaam kiya hai, jo ki long-term investors ke liye ek positive sign hai. Generally, agar aap consistent returns aur overall volatility ki baat karein, toh yeh fund kaafi accha option hai.

Aditya Birla Sun Life Flexi Cap Fund - Direct Plan - Growth top holdings and portfolio allocation

Aditya Birla Sun Life Flexi Cap Fund - Direct Plan - Growth ki top holdings mein kuch big names hain:

HDFC Bank Ltd. - 8.2%
ICICI Bank Ltd. - 6.9%
Infosys Ltd. - 5.5%
Reliance Industries Ltd. - 5.1%
Axis Bank Ltd. - 4.2%

Yeh top holdings fund ki overall strategy se align karti hain, jahan financials aur IT sectors ka significant contribution hai. Is fund ki portfolio allocation mein equity exposure kaafi high hai, jo long-term growth ke liye ideal hai. Sector allocation bhi kaafi strategic hai, jo ki market trends aur growth sectors ko dhyan mein rakhta hai. Agar hum dekhein to, yeh fund investors ko diversification ke sath sath growth opportunities bhi provide karta hai.

Aditya Birla Sun Life Flexi Cap Fund - Direct Plan - Growth risk analysis and volatility

Is fund ka riskometer 'Very High' hai, jo batata hai ki yeh fund market volatility ke liye kaafi sensitive hai. Agar aapka risk appetite high hai aur aap short-term fluctuations ko tolerate kar sakte hain, toh yeh fund aapke liye suitable hai. Is fund ke returns mein volatility dekhi ja sakti hai, jo ki typical hai high growth mutual funds ke liye. SIP investing karne par aap is risk ko manage kar sakte hain, kyunki aap regular intervals par investment karte hain. Yeh approach kaafi beneficial ho sakta hai long-term investors ke liye.

Who Should Invest?

Aditya Birla Sun Life Flexi Cap Fund - Direct Plan - Growth future outlook for long term investors

Agar hum future ki baat karein, toh Aditya Birla Sun Life Flexi Cap Fund - Direct Plan - Growth ke liye kuch promising trends nazar aa rahe hain. Historically, is fund ka exposure financials aur IT sectors mein acha raha hai, jo ki abhi bhi growth ke potential dikhate hain. Yeh fund market ki changes ko track karte hue apni strategy ko modify karta hai, jo ki long-term investors ke liye ek accha sign hai. Market mein kuch sectors jaise technology aur healthcare growth potential rakhte hain, aur yeh fund un sectors mein bhi invest karne ki koshish karega. Aap soch rahe honge, kya yeh fund aapke investment goals ke liye suitable hai? Historic performance aur current trends ke base par, yeh fund long-term wealth creation ke liye ek accha option ho sakta hai. Updated in May 2026, aapko dhyan dena hoga ki investment decisions aapki financial goals par depend karte hain.

Pros & Cons

Aditya Birla Sun Life Flexi Cap Fund - Direct Plan - Growth – fayde aur nuksan

Fayde:
- High growth potential due to flexi cap strategy
- Diversified portfolio across sectors
- Experienced fund manager (Mahesh Patil)
- Good historical returns compared to benchmark
Nuksan:
- High risk and volatility associated
- Expense ratio of 0.72% can impact returns
- Not suitable for risk-averse investors

Frequently Asked Questions

Aditya Birla Sun Life Flexi Cap Fund - Direct Plan - Growth FAQs for beginners

Kya Aditya Birla Sun Life Flexi Cap Fund - Direct Plan - Growth mein SIP karna sahi rahega?

Haan, SIP karna is fund mein long-term investing ke liye sahi rahega. Isse aap market volatility ko average kar sakte hain aur disciplined investment kar sakte hain.

Is fund ka risk level kya hai?

Aditya Birla Sun Life Flexi Cap Fund - Direct Plan - Growth ka riskometer 'Very High' hai, jo market volatility ke liye sensitive hai. Yeh un investors ke liye suitable hai jo high risk tolerance rakhte hain.

Kya is fund par tax lagta hai?

Haan, equity mutual funds par long-term capital gains tax lagta hai, agar aap 1 saal se zyada hold karte hain. Aapko apne tax advisor se consult karna chahiye.

Returns

Period	Fund Return (%)	Benchmark (Nifty 500 TRI) (%)
1 Year	4.97%	—
3 Years	17.4%	—
5 Years	13.76%	—
Since Launch	16.1%	—

SIP Calculator

SIP / Lumpsum Calculator

Monthly SIP Amount (₹)

SIP Period (Years)

Hold Period After SIP (Years)

Annual Step-Up (%)

Return Scenario

Based on fund's 3Y return of 17.4%

Invested: ₹956k

Gains: ₹55087k

Total Invested

₹956245.48

Total Returns

+ ₹55086791.89

Maturity Value

₹56043037.37

SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 17.4% p.a.

*Projected returns are for illustration only. Past performance does not guarantee future returns.

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Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme‑related documents carefully before investing. Past performance does not guarantee future returns. The content on this page is for educational purposes only.