Aditya Birla Sun LifeMulti CapVery High Risk

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

Current NAV₹1265.74as of 30/5/2026

AUM1.37 Lac Cr

AUM

1.37 Lac Cr

Expense Ratio

1.68%

Min SIP

₹500

Min Lumpsum

₹1000

Launch Date

3 April 2006

Exit Load

Nil

Riskometer

LowModerateHighVery High

Risk Level: Very High

Volatility: 14.85 | Sharpe Ratio: 0.29

Fund Manager & Key Metrics

Fund ManagerMahesh Patil(3.5 years yrs)

Volatility14.85

Sharpe Ratio0.29

Portfolio Turnover50%

BenchmarkNifty 500 Multicap 50:25:25 TRI

Holdings Date25/5/2026

Asset Allocation

Equity: 97.00% | T-Bills: 3.00%

Investment Objective

Aims to provide capital appreciation by investing in Multi Cap securities

Top Holdings

As of 25-May-2026

1. HDFC Bank Ltd.6.5%

2. ICICI Bank Ltd.5.8%

3. Reliance Industries Ltd.4.9%

4. Infosys Ltd.4.2%

5. Axis Bank Ltd.3.6%

6. Larsen & Toubro Ltd.3.2%

7. Tata Consultancy Services Ltd.2.9%

8. Bharti Airtel Ltd.2.7%

9. State Bank of India2.4%

10. Sun Pharmaceutical Industries Ltd.2.2%

Overview

Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth – Poora parichay aur strategy

Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth ek multi-cap equity mutual fund hai jo diverse large, mid, aur small cap stocks mein invest karta hai. Iska main objective wealth creation hai, yaani investors ko long-term mein acche returns dena. Is fund ka investment style growth-oriented hai, aur yeh un investors ke liye suitable hai jo risk le sakte hain aur long-term horizon rakhte hain. Is fund ka asset under management (AUM) ₹13694.4 crore hai, aur iska expense ratio 1.68% hai, jo ki industry standards ke hisaab se thoda upar hai. Agar aap multi-cap funds mein invest karne ka soch rahe hain, toh yeh fund aapke portfolio diversification ke liye ek achha option ho sakta hai. Chaliye, ab iski performance ko samajhte hain.

Performance & Analysis

Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth returns analysis 2026

Ab hum dekhenge Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth ke returns ko, jo ki benchmark Nifty 500 Multicap 50:25:25 TRI ke comparison mein hai.

Yeh raha ek simple HTML table jo fund aur uske benchmark ke returns dikhata hai:

Period	Fund Returns (%)	Benchmark Returns (%)
1 Year	-3.49	x%
3 Years	10.75	x%
5 Years	6.52	x%

Kya aapne dekha? 1 saal mein fund ne negative return diya hai, jo ki market volatility ka pramaan hai. Lekin, 3 saal mein yeh fund achha perform kiya hai, aur long-term investors ke liye yeh fund kaafi suitable ho sakta hai. Iska fund manager, Mahesh Patil, ne is fund ko effectively manage kiya hai, jo ki uski 3.5 saal ki tenure mein nazar aata hai. Consistency ki baat karein, toh 5 saal ka return achha hai, lekin 1 saal ke negative return ko dekhte hue, investors ko soch samajh kar invest karna hoga.

Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth portfolio breakdown for investors

Is fund ki portfolio strategy kaafi interesting hai. Top holdings mein HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%), Infosys Ltd. (4.2%), aur Axis Bank Ltd. (3.6%) shamil hain. Yeh holdings fund ki overall strategy ko support karte hain, kyunki yeh companies strong fundamentals aur growth potential rakhti hain. Sectors ki baat karein toh, yeh fund financials aur technology sectors mein kaafi invest karta hai, jo ki India ki economic growth ke liye crucial hain. Isse fund ki performance ko stability milti hai, aur investors ko diversified exposure bhi milta hai. Agar aap portfolio diversification ke saath growth chahte hain, toh yeh fund aapke liye ek achha choice ho sakta hai.

Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth riskometer and downside risk

Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth ka riskometer "Very High" hai, jo suggest karta hai ki yeh fund un investors ke liye suitable hai jo high risk le sakte hain. Market volatility kaafi high hai, aur is fund ki returns bhi isse directly impact hoti hain. Agar aap risk-averse hain, toh yeh fund shayad aapke liye nahi hoga. Lekin agar aap long-term growth ke liye tayyar hain, toh is fund mein invest karna sahi ho sakta hai. Sharpe ratio ki information abhi available nahi hai, lekin risk ko samajhna aur portfolio ko monitor karna zaroori hai.

Who Should Invest?

Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth future outlook for long term investors

Future outlook ke liye, historical performance aur sector trends ka analysis karna zaroori hai. Yeh fund long-term mein growth potential rakhta hai, khas kar financial aur technology sectors ke wajah se. Yeh sectors aaj ki date mein economic growth ke liye crucial hain, aur inmein investment karne se investors ko achhe returns mil sakte hain. Historically, multi-cap funds ne market ki fluctuations ke beech mein achha perform kiya hai. Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth bhi is trend ko follow kar sakta hai. Investors ko samajhna hoga ki market mein volatility aati rahti hai, lekin agar aapka investment horizon long-term hai, toh aapko is fund par vishwas rakhna chahiye. Yeh analysis updated in May 2026 hai, aur market trends ke hisaab se aapko apne investment decisions lene chahiye.

Pros & Cons

Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth pros and cons for investors

Pros:
- Diverse portfolio with multi-cap exposure.
- Strong fund management by Mahesh Patil.
- Good historical performance over 3 and 5 years.
- Potential for long-term wealth creation.
Cons:
- High expense ratio of 1.68%.
- Negative return in the last year.
- Very high risk level may not suit conservative investors.

Frequently Asked Questions

Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth FAQs for beginners

Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth kya hai?

Yeh ek multi-cap equity mutual fund hai jo diverse large, mid, aur small cap stocks mein invest karta hai. Iska main objective wealth creation hai.

Kya Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth SIP ke through invest karna sahi hai?

Haan, agar aap long-term returns chahte hain, toh SIP invest karna is fund mein sahi rahega. Yeh aapko market volatility se bacha sakta hai.

Is fund mein investment karne se koi tax benefit milta hai?

Agar aap Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth mein 1 saal se zyada invest karte hain, toh aapko long-term capital gains tax benefits mil sakte hain.

Returns

Period	Fund Return (%)	Benchmark (Nifty 500 Multicap 50:25:25 TRI) (%)
1 Year	-3.49%	—
3 Years	10.75%	—
5 Years	6.52%	—
Since Launch	12.27%	—

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 10.8%

Invested: ₹956k

Gains: ₹11497k

Total Invested

₹956245.48

Total Returns

+ ₹11496533.70

Maturity Value

₹12452779.17

SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 10.8% 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.