Thursday, December 16, 2021

Aditya Birla Sun Life Multi-Cap Fund





You can aim to fulfil your big dreams with the Power of 3, a scheme that
invests in large, mid and small caps. Multicap funds have the opportunity
and mandate to select from across the market cap, build well-curated
portfolio and follow disciplined rebalancing to enhance return potential.


Indian Economy is at the cusp of growth



Aditya Birla Sun Life Multi-Cap Fund
An open ended equity scheme investing across large cap, mid cap & small cap stocks.
The objective of the scheme is to achieve long-term growth of capital, at relatively
moderate levels of risk through a diversified, research-based investment in Large, Mid &
Smallcap companies.
The Scheme does not guarantee/indicate any returns. There can be no assurance that
the schemes’ objectives will be achieved.














Investment Philosophy
• The scheme will invest 25-45% in Largecap and a minimum of 25-35% each
in Mid and Smallcap segments.
• The scheme will follow a bottom-up approach of stock selection.





A portion of the scheme may opportunistically be invested in special opportunities,
emerging sectors and businesses.

Why invest in Aditya Birla Sun Life Multi-Cap Fund?




• Combines the stability of largecaps and
the high growth potential of mid &
smallcaps in one portfolio.
• Disciplined market cap allocation and
active rebalancing provides opportunity to
invest in fast growing sectors / companies
from across the spectrum.
• Bottom–up approach helps build portfolio
of high conviction ideas to enhance return potential.
• Ideal portfolio to play high growth cycle.




Who should invest?
• Investors looking for one-stop solution of aggressive equity fund for
long-term.
• Risk aware equity investors with an investment horizon of 5 years and above.
• Apt investment vehicle for SIP investments to achieve market cap based
diversified allocation.








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