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: 2.28% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,085.2 Cr As on 30-06-2025(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.

31.57

11.58%

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 16.07
Sharpe Ratio 1.01
Alpha -2.15
Beta 0.93
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 -5.0 18.69 18.39 19.06 11.66
Canara Robeco Manufacturing Fund - Regular Plan - Growth Option 11-03-2024 -3.36 - - - -
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth 05-03-2010 -3.99 24.46 25.88 30.32 15.99
HDFC Manufacturing fund - Growth Option - Regular Plan 15-05-2024 -4.02 - - - -
Kotak Manufacture in India Fund - Regular Plan Growth 22-02-2022 -4.3 20.06 19.79 - -
Axis India Manufacturing Fund - Regular Plan - Growth 05-12-2023 -4.58 - - - -
Baroda BNP Paribas Manufacturing Fund - Regular Plan - Growth Option 28-06-2024 -4.79 - - - -
ICICI Prudential Manufacturing Fund - Cumulative Option 07-10-2018 -5.31 24.58 26.13 29.07 -
Mahindra Manulife Manufacturing Fund - Regular Plan - Growth 24-06-2024 -6.52 - - - -
Quant Manufacturing Fund - Growth Option - Regular Plan 05-08-2023 -15.77 - - - -

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

32.7%

Others

1.01%

Large Cap

40.55%

Mid Cap

25.74%

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