Fund Review - Aditya Birla SL Top 100 Fund

The main investment strategy is to follow bottom up stock picking approach with main emphasis on identifying companies with strong fundamentals and management.

Oct 20, 2017 10:10 IST India Infoline News Service

Aditya Birla SL
Aditya Birla SL Top 100 Fund is Large-cap equity fund, which has the mandate to invest 65-100% in equity and 0-35% in debt and money market instruments.

The focus of the schemes is to invest in Top 100 companies by market capitalization.
 
The main investment strategy is to follow bottom-up stock picking approach with the main emphasis on identifying companies with strong fundamentals and management.

At least 65% of the portfolio would be invested in companies within the top 100 companies’ universe.
 
Asset Type Asset (Rs Cr)
Large Cap Rs 2,759
Mid Cap Rs 382
Small Cap Rs 35
Debt Rs 213
Total Rs 3,390
As on September 2017
 
In the past 1, 3 and 5 year, the fund has significantly outperformed its benchmark, Nifty 50, and its peers.
 
Absolute % CAGR %
3 Months 6 Months 1 Year 3 Years 5 Years
ICICI Pru Balanced Fund(G) 4.0 11.5 19.9 14.8 18.9
NIFTY 50 3.5 11.8 19.1 9.7 12.6
S&P BSE SENSEX 1.9 10.8 17.8 7.9 11.9
 

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