Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth

• Alpha -2.06%
• Beta 0.79
• Sharpe Ratio0.92
• Std Deviation 13.64%
• 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 712.95 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 2.45%. The minimum investment in Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth is Rs 1000 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

The top holdings of the fund include Clearing Corporation Of India Limited, Bharat Electronics, Reliance Industries & Tata Steel.

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

Some of the similar funds are SBI PSU Regular Growth, Edelweiss Recently Listed IPO Fund Regular Plan Growth, DSP Natural Resources & New Energy Fund Regular Plan Growth, Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth, Aditya Birla Sun Life Special Opportunities Fund Reg Growth. Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth has a sharpe ratio of 0.92 & a standard deviation of 13.64%.