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: BSE India Manufacturing TRI |
| TER: 2.29% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,042.75 Cr As on 29-08-2025(Source:AMFI) |
| Turn over: 20% | Exit Load: For redemption /switch-out of units on or before 90 days from the date of allotment: 1.00% of applicable NAV. For redemption / switch-out of units after 90 days from the date of allotment: Nil. |
32.67
0.06 (0.1837%)
11.81%
Benchmark: 15.59%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty India Manufacturing TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 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 | 15.62 |
| Sharpe Ratio | 0.7 |
| Alpha | -2.26 |
| 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 | -2.77 | 18.84 | 17.81 | 18.59 | 12.87 |
| Motilal Owsal Manufacturing Fund - Regular Plan - Growth | 08-08-2024 | 10.76 | - | - | - | - |
| Invesco India Manufacturing Fund - Regular - Growth | 14-08-2024 | 0.77 | - | - | - | - |
| Canara Robeco Manufacturing Fund - Regular Plan - Growth Option | 11-03-2024 | 0.32 | - | - | - | - |
| ICICI Prudential Manufacturing Fund - Cumulative Option | 07-10-2018 | -0.08 | 23.61 | 24.72 | 28.13 | - |
| Kotak Manufacture in India Fund - Regular Plan Growth | 22-02-2022 | -0.12 | 19.2 | 18.79 | - | - |
| HDFC Manufacturing fund - Growth Option - Regular Plan | 15-05-2024 | -0.38 | - | - | - | - |
| Baroda BNP Paribas Manufacturing Fund - Regular Plan - Growth Option | 28-06-2024 | -1.64 | - | - | - | - |
| Axis India Manufacturing Fund - Regular Plan - Growth | 05-12-2023 | -1.88 | - | - | - | - |
| Mahindra Manulife Manufacturing Fund - Regular Plan - Growth | 24-06-2024 | -3.55 | - | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
33.22%
Others
1.51%
Large Cap
37.22%
Mid Cap
28.04%
