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Aditya Birla Sun Life Multi-Cap Fund

Aditya Birla Sun Life Multi-Cap Fund

Fund Overview

AUM (Fund size) ₹6,748 Cr
Exit load 1.0%
Lock-in Period Nil
Age 4 yrs 7 m since Apr 19, 2021
Benchmark Nifty 500 Multicap 50:25:25 TRI
Min. investment SIP: ₹3000 & Lumpsum: ₹10000
Expense ratio 1.81% as on Oct 31, 2025
Plan type Regular
Risk Very High
Short term capital gains (STCG) Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG) After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Peer Comparison

Fund Name 1M 6M 1Y 3Y 5Y 10Y
Aditya Birla Sun Life Multi-Cap Fund 0.6% 7.06% 7.11% 17.85% N.A. N.A.
Nippon India Multi Cap Fund -0.06% 5.58% 8.06% 22.56% 27.62% 15.39%
ICICI Prudential Multicap Fund 0.59% 3.75% 7.58% 20.26% 22.05% 14.84%
Mahindra Manulife Multi Cap Fund 1.03% 6.86% 9.02% 19.91% 23.29% 13.77%
Baroda BNP Paribas Multi Cap Fund 0.53% 6.62% 4.6% 19.34% 21.55% 14.65%
ITI Multi Cap Fund 1.92% 6.66% 6.94% 19.56% 17.76% 9.23%
Fund Name Std. deviation Beta Sharpe Sortino
Aditya Birla Sun Life Multi-Cap Fund 13.54 0.90 0.77 1.00
Nippon India Multi Cap Fund 13.04 0.85 1.12 1.68
ICICI Prudential Multicap Fund 12.52 0.83 1.03 1.69
Mahindra Manulife Multi Cap Fund 14.77 0.97 0.87 1.21
Baroda BNP Paribas Multi Cap Fund 13.57 0.89 0.90 1.09
ITI Multi Cap Fund 14.98 1.00 0.82 1.05
Fund Name AUM Fund Age Expense Ratio
Aditya Birla Sun Life Multi-Cap Fund 6,748 Cr 4 yrs 7 m 1.81%
Nippon India Multi Cap Fund 49,314 Cr 20 yrs 9 m 1.49%
ICICI Prudential Multicap Fund 16,067 Cr 31 yrs 3 m 1.73%
Mahindra Manulife Multi Cap Fund 6,055 Cr 8 yrs 7 m 1.77%
Baroda BNP Paribas Multi Cap Fund 3,108 Cr 22 yrs 3 m 1.97%
ITI Multi Cap Fund 1,326 Cr 6 yrs 6 m 2.03%

Best Mutual Funds for 2025

Mutual Fund AUM 1Y Returns 5Y Returns
Aditya Birla Sun Life PSU Equity Fund 5,658 Cr 10.47% 31.1%
Aditya Birla Sun Life Infrastructure Fund 1,162 Cr 6.36% 26.81%
Aditya Birla Sun Life Mid Cap Fund 6,271 Cr 7.53% 22.75%
Aditya Birla Sun Life Value Fund 6,304 Cr 4.96% 21.22%
Aditya Birla Sun Life Small Cap Fund 5,127 Cr 3.28% 21.18%
Aditya Birla Sun Life Dividend Yield Fund 1,490 Cr 2.27% 21.13%