Aditya Birla Sun Life MNC Fund Growth

• Alpha -1.89%
• Beta 0.92
• Sharpe Ratio0.45
• Std Deviation 13.77%
• Tracking Error 6.82%

The objective of the scheme is to achieve long-term growth of capital at relatively moderate levels of risk by Investment Objective making investments in securities of multinational companies through a research based investment approach.

The Aditya Birla Sun Life MNC Fund Growth has an AUM of 3681.90 crores & has delivered CAGR of 11.95% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.00%. The minimum investment in Aditya Birla Sun Life MNC Fund 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 top holdings of the fund include Maruti Suzuki India, Schaeffler India, Hindustan Unilever & Cummins India.

The major sectors where the fund is invested are Personal & Household Prods., Biotechnology & Drugs, Auto & Truck Parts & Auto & Truck Manufacturers.

Some of the similar funds are UTI Transportation & Logistics Fund Regular Plan Growth, Sundaram Services Regular Growth, Tata Ethical Fund Regular Growth, Aditya Birla Sun Life MNC Fund Growth, ICICI Prudential Equity Minimum Variance Fund Regular Growth. Aditya Birla Sun Life MNC Fund Growth has a sharpe ratio of 0.45 & a standard deviation of 13.77%.