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: 2.31% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 991.83 Cr As on 30-04-2025(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.

31.9

11.86%

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
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 16.61
Sharpe Ratio 0.56
Alpha -3.19
Beta 0.92
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 4.62 24.77 20.93 21.44 12.8
Canara Robeco Manufacturing Fund - Regular Plan - Growth Option 11-03-2024 5.14 - - - -
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth 05-03-2010 4.65 29.37 28.59 31.91 16.87
Kotak Manufacture in India Fund - Regular Plan Growth 22-02-2022 3.77 25.27 22.04 - -
Axis India Manufacturing Fund - Regular Plan - Growth 05-12-2023 3.17 - - - -
ICICI Prudential Manufacturing Fund - Cumulative Option 07-10-2018 2.39 30.3 28.22 30.86 -
HDFC Manufacturing fund - Growth Option - Regular Plan 15-05-2024 1.35 - - - -
Quant Manufacturing Fund - Growth Option - Regular Plan 05-08-2023 -6.34 - - - -

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

31.9%

Others

1.14%

Large Cap

44.25%

Mid Cap

22.73%

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