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: 2.32% As on (30-08-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,401.52 Cr As on 31-08-2026(Source:AMFI)
Turn over: 0.21% | Exit Load: 1% on or before 90D, Nil after 90D

39.97

12.67%

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 7 Months
11 Years 6 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 17.83
Sharpe Ratio 0.92
Alpha 1.91
Beta 0.96
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 22.53 9.26 19.83 14.37 13.14
Bank Of India ManufacturIng & Infrastructure Fund-Growth 05-03-2010 16.36 6.38 19.16 19.13 17.79
Kotak Manufacture In India Fund - Regular Plan Growth 22-02-2022 15.89 8.1 17.95 - -
Axis India ManufacturIng Fund - Regular Plan - Growth 05-12-2023 15.32 6.6 - - -
LIC MF ManufacturIng Fund-Regular Plan-Growth 11-10-2024 13.8 - - - -
Quant ManufacturIng Fund - Growth Option - Regular Plan 05-08-2023 12.84 -1.99 14.3 - -
Invesco India ManufacturIng Fund - Regular - Growth 14-08-2024 12.36 6.25 - - -
Canara Robeco ManufacturIng Fund - Regular Plan - Growth Option 11-03-2024 11.08 5.52 - - -
Baroda BNP Paribas ManufacturIng Fund - Regular Plan - Growth Option 28-06-2024 11.05 4.89 - - -
Mahindra Manulife Manufacturing Fund - Regular Plan - Growth 24-06-2024 9.57 3.27 - - -

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

29.47%

Others

5.92%

Large Cap

38.81%

Mid Cap

25.8%

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