Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth
- Equity - Other
- Equity
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹1,157.63 Cr
Expense Ratio
1.88%
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 | +2.05% | -- |
| 3 Months | +9.11% | -- |
| 6 Months | +9.67% | -- |
| 1 Year | +14.92% | +14.92% |
| 2 Years | -- | +11.07% |
| 3 Years | +78.46% | +21.3% |
| 5 Years | +92.77% | +14.03% |
| Since Launch | +262.8% | +12.03% |
Holdings as on 8 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Hindalco Industries | 62.28 | 5.38 |
| Reliance Industries | 52.46 | 4.53 |
| Cummins India | 45.08 | 3.89 |
| Mahindra & Mahindra Ltd | 44.79 | 3.87 |
| Maruti Suzuki India | 41.07 | 3.55 |
| Tata Steel | 37.96 | 3.28 |
| Sun Pharmaceutical Industries | 34.41 | 2.97 |
| Jindal Steel | 31.37 | 2.71 |
| Bharat Electronics | 29.26 | 2.53 |
| Bharat Forge | 26.25 | 2.27 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.87
Sharpe Ratio
17.93%
Std. Deviation
7.59%
Tracking Error
-2.06%
Alpha
0.79
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth | +14.92% | +21.3% | +14.03% |
| HSBC Business Cycles Regular Growth | -4.92% | +15.9% | +15.04% |
| Axis Innovation Fund Regular Growth | +2.29% | +14.3% | +11.12% |
| HSBC India Export Opportunities Fund Regular Growth | +8.65% | -- | -- |
| DSP Business Cycle Fund Regular Growth | +1.46% | -- | -- |
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 1157.63 crores & has delivered CAGR of 14.03 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.88%. 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 fund has a present cash holding of %. The top holdings of the fund include Hindalco Industries, Reliance Industries, Cummins India, Mahindra & Mahindra Ltd.
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, HSBC Business Cycles Regular Growth, Axis Innovation Fund Regular Growth, HSBC India Export Opportunities Fund Regular Growth, DSP Business Cycle Fund Regular Growth. Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth has a sharpe ratio of 0.87 & a standard deviation of 17.93%.
FAQs
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 Dhaval Joshi.
The expense ratio of Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth is 1.88%.
The 5 year annualized return on Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth is 14.03% & it has generated 14.92% 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 1157.63 crores.
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