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

Fund House: Aditya Birla Sun Life Mutual Fund
Category: Equity: Thematic-Manufacturing
Launch Date: 31-01-2015
Asset Class: Equity
Benchmark: S&P BSE India Manufacturing TRI
TER: 2.33% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 950.24 Cr As on (30-04-2024)
Turn over: 14% | Exit Load: 1% for redemption within 90 days

30.04

12.55%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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 7 Months
There is no value for 4x
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 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.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.5
Sharpe Ratio 0.95
Alpha -0.63
Beta 0.94
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 - Regular Plan - Growth 31-01-2015 52.56 29.37 17.91 18.92 -
ICICI Prudential Manufacturing Fund - Cumulative Option 07-10-2018 72.24 42.97 31.75 26.86 -
Kotak Manufacture in India Fund - Regular Plan Growth 22-02-2022 55.07 32.42 - - -

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

28.26%

Others

3.75%

Large Cap

44.18%

Mid Cap

23.77%

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