Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹1,401.52 Cr
Expense Ratio
2.32%
Exit Load
1.00%
Min. Investment
₹1,000.00
Min. SIP
₹100.00
Launch Date
31 Jan 2015
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -4.28% | -- |
| 3 Months | +2.57% | -- |
| 6 Months | +13.9% | -- |
| 1 Year | +17.83% | +17.83% |
| 2 Years | -- | +5.46% |
| 3 Years | +66.86% | +18.61% |
| 5 Years | +80.13% | +12.49% |
| Since Launch | +282.6% | +12.15% |
Holdings as on 15 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Treps | 65.51 | 4.73 |
| Sansera Engineering | 45.38 | 3.27 |
| Reliance Industries | 43.52 | 3.14 |
| Cummins India | 40.74 | 2.94 |
| Mahindra & Mahindra Ltd | 33.80 | 2.44 |
| Shilpa Medicare | 32.98 | 2.38 |
| Sona Blw Precision Forgings | 31.30 | 2.26 |
| TD Power Systems | 30.82 | 2.22 |
| Hindalco Industries | 30.71 | 2.22 |
| Happy Forgings | 29.37 | 2.12 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.74
Sharpe Ratio
18.13%
Std. Deviation
7.59%
Tracking Error
-2.06%
Alpha
0.79
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Invesco India PSU Equity Fund Growth | -3.46% | +16.3% | +16.6% |
| Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth | +17.83% | +18.61% | +12.49% |
| Axis Innovation Fund Regular Growth | +11.64% | +16.3% | +8.92% |
| Tata Resources & Energy Fund Regular Growth | +2.32% | +12.56% | +8.64% |
| Mahindra Manulife Business Cycle Fund Regular Growth | +0.79% | +13.61% | -- |
Results are calculated on CAGR basis
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 1401.52 crores & has delivered CAGR of 12.49 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.32%. 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 & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Treps, Sansera Engineering, Reliance Industries, Cummins India.
The major sectors where the fund is invested are Auto & Truck Parts, Biotechnology & Drugs, Misc. Capital Goods, Recreational Products.
Some of the similar funds are Invesco India PSU Equity Fund Growth, Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth, Axis Innovation Fund Regular Growth, Tata Resources & Energy Fund Regular Growth, Mahindra Manulife Business Cycle Fund Regular Growth. Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth has a sharpe ratio of 0.74 & a standard deviation of 18.13%.
FAQs
According to the morning star rating Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth has a Medium risk & High return.
Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth is managed by Dhaval Joshi.
The expense ratio of Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth is 2.32%.
The 5 year annualized return on Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth is 12.49% & it has generated 17.83% 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 1401.52 crores.
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