Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth

• Alpha -2.06%
• Beta 0.79
• Sharpe Ratio0.80
• Std Deviation 15.52%
• Tracking Error 7.59%

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 schemes’ objectives will be achieved.

The Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth has an AUM of 1114.72 crores & has delivered CAGR of 16.28% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.27%. The minimum investment in Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth is Rs 1000 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Reliance Industries, Hindalco Industries, Maruti Suzuki India & Mahindra And Mahindra.

The major sectors where the fund is invested are Auto & Truck Parts, Biotechnology & Drugs, Misc. Capital Goods & Metal Mining.

Some of the similar funds are Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth, Edelweiss Recently Listed IPO Fund Regular Plan Growth, Quant Business Cycle Fund Regular Growth, Union Innovation & Opportunities Fund Regular Growth, Baroda BNP Paribas Manufacturing Fund Regular Growth. Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth has a sharpe ratio of 0.80 & a standard deviation of 15.52%.