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Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

Category: Equity Funds Diversified
Launch Date: 31-01-2015
Asset Class: Equity
Benchmark: S&P BSE 500
Expense Ratio: 2.51% As on (30-04-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 777.94 Cr As on (30-04-2018)
Turn over: 49%
NAV as on 25-05-2018

13.84

0.16 (1.1561%)

CAGR Since Inception

10.33%

S&P BSE 500 14.89%

PERFORMANCE of Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

Scheme Performance (%)

Data as on - 25-05-2018

Yearly Performance (%)

Fund Managers

Mr. Anil Shah

Mr.Shah is a B.com, CA and a cost accountant Prior to joining BSL AMC he has worked with RBS Equities (India) Ltd. for around 15 years.

Investment Objective

The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity. The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity.

RETURNS CALCULATOR for Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth - - 2.78 1.01 - -
Equity Funds Diversified - - - - - -

PEER COMPARISION of Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

Period
Data as on - 25-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 31-01-2015 10.54 19.26 11.29 0.0 0.0
Axis Focused 25 Fund - Growth Option 29-06-2012 23.65 25.17 15.84 18.14 0.0
Axis Bluechip Fund - Growth 05-01-2010 21.43 18.74 11.39 15.72 0.0
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 20.76 19.99 11.97 16.86 0.0
Invesco India Contra Fund - Growth 11-04-2007 19.98 24.19 15.45 23.9 15.59
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 19.84 25.29 15.91 20.12 0.0
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth 21-10-2008 19.8 19.09 11.13 16.03 0.0
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 18.14 18.07 12.22 18.81 0.0
UTI - Equity Fund-Growth Option 01-08-2005 18.09 16.79 10.2 16.9 13.13
Principal Dividend Yield Fund-Growth Plan 15-10-2004 17.48 25.97 14.09 16.9 10.77

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

Asset Allocation (%)

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