Aditya Birla Sun Life Infrastructure Fund-Growth

Fund House: Aditya Birla Sun Life Mutual Fund
Category: Equity: Sectoral-Infrastructure
Launch Date: 17-03-2006
Asset Class: Equity
Benchmark: NIFTY Infrastructure TRI
TER: 2.28% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,136.48 Cr As on 30-09-2025(Source:AMFI)
Turn over: 40% | Exit Load: For redemption/switch-out of units on or before 30 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch-out of units after 30 days from the date of allotment: Nil

95.69

12.21%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Infrastructure TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 8 Months
11 Years 9 Months
15 Years 6 Months
18 Years 3 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to provide medium to long-term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of companies that are participating in the growth and development of Infrastructure in India.

Current Asset Allocation (%)

Indicators

Standard Deviation 16.36
Sharpe Ratio 1.04
Alpha 2.8
Beta 0.88
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Aditya Birla Sun Life Infrastructure Fund-Growth 17-03-2006 -3.74 16.84 24.5 30.24 13.81
ICICI Prudential Infrastructure Fund - Growth 31-08-2005 0.98 24.47 29.06 37.9 16.94
HDFC Infrastructure Fund - Growth Plan 10-03-2008 -0.42 20.36 28.9 34.89 11.53
Franklin Build India Fund Growth Plan 04-09-2009 -0.53 22.98 28.36 33.51 17.29
Sundaram Infrastructure Advantage Fund Regular Plan - Growth 29-09-2005 -2.1 20.3 22.86 27.68 14.21
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option 02-12-2005 -2.7 25.92 26.12 32.42 15.82
UTI Infrastructure Fund-Growth Option 01-08-2005 -3.01 18.42 21.39 26.59 12.81
LIC MF Infrastructure Fund-Regular Plan-Growth 29-02-2008 -3.5 27.26 28.67 31.54 15.73
Nippon India Power & Infra Fund-Growth Plan -Growth Option 01-05-2004 -4.2 21.65 28.72 32.43 16.68
Taurus Infrastructure Fund - Regular Plan - Growth 05-03-2007 -4.5 15.81 20.36 24.2 14.87

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

36.03%

Large Cap

50.13%

Mid Cap

13.37%

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