Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth

• Alpha -2.06%
• Beta 0.79
• Sharpe Ratio0.44
• Std Deviation 15.99%
• 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 1000.77 crores & has delivered CAGR of 24.34% 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, Iron & Steel, Metal Mining & Misc. Capital Goods.

Some of the similar funds are Invesco India PSU Equity Fund Growth, Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth, Tata Resources & Energy Fund Regular Growth, DSP Quant Fund Regular Growth, Baroda BNP Paribas Innovation Fund Regular Growth. Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth has a sharpe ratio of 0.44 & a standard deviation of 15.99%.