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Business News/Market/Market Stats/    Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth

Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth

+
  • Equity
  • Equity - Other
  • Rating N.A.
  • Plan
29.50 +0.38 (1.30%) NAV as on 17 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)872.99
  • CAGR 47.97%
  • Exit Load1.00%
  • Expense ratio2.37%
  • CategoryEquity
  • Min Investment1000
  • Min SIP100
  • Launch Date2015-01-31

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 18 May 2024

  • Name
  • Value (Cr)
  • Holding %
  • Clearing Corporation Of India Limited
  • 34.42
  • 3.62%
View More

Risk & Volitility

  • Alpha -2.06%
  • Beta 0.79
  • Sharpe Ratio0.94
  • Std Deviation 13.50%
  • Tracking Error 7.59%

About Fund

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 872.99 crores & has delivered CAGR of 18.91% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.37%. 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, Bharat Electronics, Larsen & Toubro & Century Textiles & Industries.

 

The major sectors where the fund is invested are Misc. Capital Goods, Biotechnology & Drugs, Beverages (Alcoholic) & Auto & Truck Parts.

 

Some of the similar funds are Invesco India PSU Equity Fund Growth, HSBC Business Cycles Regular Growth, Edelweiss Recently Listed IPO Fund Regular Plan Growth, Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth, HDFC Transportation and Logistics Fund Regular Growth. Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth has a sharpe ratio of 0.94 & a standard deviation of 13.50%.

FAQs about Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth

According to the morning star rating Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth has a Medium risk & Exceptional return.
Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth is managed by Harish Krishnan.
The expense ratio of Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth is 2.37%.
The 5 year annualized return on Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth is 18.91% & it has generated 47.97% in the last 1 year.
The minimum investment in Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth is 1000 Rs.
Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth has an AUM of 872.99 crores.
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