1. Advisorkhoj
  2. Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

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

Category: Equity: Thematic-Others
Launch Date: 31-01-2015
Asset Class: Equity
Benchmark: S&P BSE 500 TRI
Expense Ratio: 2.47% As on (31-05-2018)
Status: Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 701.05 Cr As on (30-06-2018)
Turn over: 46%
NAV as on 13-08-2018

13.91

-0.12 (-0.8627%)

CAGR Since Inception

9.81%

S&P BSE 500 TRI 12.89%

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

Scheme Performance (%)

Data as on - 13-08-2018

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)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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: Thematic-Others - - - - - -

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

Period
Data as on - 13-08-2018
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 7.66 12.5 10.25 0.0 0.0
ICICI Prudential FMCG Fund - Growth 31-03-1999 23.39 17.63 15.28 16.65 19.04
Taurus Ethical Fund - Regular Plan - Growth Option 06-04-2009 22.0 13.08 8.08 18.19 0.0
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth 27-11-2006 13.71 11.47 10.51 17.63 12.42
Tata Ethical Fund Regular Plan - Growth 24-05-1996 12.35 8.92 5.5 16.32 13.05
ICICI Prudential Exports & Services Fund - Growth 30-11-2005 11.91 9.3 5.71 20.6 14.54
Reliance Quant Fund -Growth Plan - Growth Option 02-02-2005 10.31 12.92 9.48 13.93 10.68
Franklin India Opportunities Fund - Growth 22-02-2000 9.5 10.86 8.93 20.22 11.19
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan - Growth - Regular Plan 07-11-2008 7.93 6.18 3.26 5.85 0.0
UTI-Transpotation and Logistics Fund-Growth Option 01-08-2005 7.66 10.68 8.93 31.31 23.93

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

Asset Allocation (%)

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback