Aditya Birla Sun Life ManufacturIng Equity Fund - Direct Plan - Growth

Fund House: Aditya Birla Sun Life Mutual Fund
Category: Equity: Thematic-Manufacturing
Launch Date: 31-01-2015
Asset Class: Equity
Benchmark: BSE India Manufacturing TRI
TER: 1.31% As on (30-06-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,197.57 Cr As on 31-05-2026(Source:AMFI)
Turn over: 0.21% | Exit Load: 1% on or before 90D, Nil after 90D

41.97

13.33%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty India Manufacturing 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
6 Years 4 Months
11 Years 3 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The primary investment objective of the Schemes is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity.The Scheme does not guarantee/indicate any returns. There can be no assurance that the scheme objectives will be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation 17.94
Sharpe Ratio 0.95
Alpha 0.2
Beta 0.97
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 ManufacturIng Equity Fund - Direct Plan - Growth 31-01-2015 18.53 10.25 20.88 15.23 14.57
Aditya Birla Sun Life ManufacturIng Equity Fund - Regular Plan - Growth 31-01-2015 17.4 9.19 19.72 14.16 13.54
Bank Of India ManufacturIng & Infrastructure Fund-Growth 05-03-2010 15.21 8.8 23.73 20.85 18.17
Quant ManufacturIng Fund - Growth Option - Regular Plan 05-08-2023 14.39 1.27 - - -
Kotak Manufacture In India Fund - Regular Plan Growth 22-02-2022 13.44 7.18 19.12 - -
LIC MF ManufacturIng Fund-Regular Plan-Growth 11-10-2024 11.44 - - - -
Axis India ManufacturIng Fund - Regular Plan - Growth 05-12-2023 11.36 6.33 - - -
Baroda BNP Paribas ManufacturIng Fund - Regular Plan - Growth Option 28-06-2024 10.8 4.93 - - -
Canara Robeco ManufacturIng Fund - Regular Plan - Growth Option 11-03-2024 10.1 5.73 - - -
ICICI Prudential ManufacturIng Fund - Cumulative Option 07-10-2018 9.58 5.14 20.86 19.95 -

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

28.82%

Others

4.05%

Large Cap

38.66%

Mid Cap

28.47%

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