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Business News/Market/Market Stats/    Aditya Birla Sun Life MNC Fund Growth

Aditya Birla Sun Life MNC Fund Growth

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  • Equity
  • Equity - Other
  • Rating 4
  • Plan
1252.44 -7.77 (-0.62%) NAV as on 07 Feb, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)3795.75
  • CAGR 6.50%
  • Exit Load1.00%
  • Expense ratio2.00%
  • CategoryEquity
  • Min Investment1000
  • Min SIP100
  • Launch Date1999-12-27

Morning Star Rating 4

Medium
Risk
High
Return

Asset Allocation

Holdings As On - 08 February 2025

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha -1.89%
  • Beta 0.92
  • Sharpe Ratio0.41
  • Std Deviation 13.10%
  • Tracking Error 6.82%

About Fund

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 3795.75 crores & has delivered CAGR of 9.02% 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, Bayer Cropscience, Cummins India & CRISIL.

 

The major sectors where the fund is invested are Personal & Household Prods., Biotechnology & Drugs, Chemical Manufacturing & Business Services.

 

Some of the similar funds are SBI PSU Regular Growth, UTI Transportation & Logistics Fund Regular Plan Growth, Sundaram Services Regular Growth, Tata Ethical Fund Regular Growth, Aditya Birla Sun Life MNC Fund Growth. Aditya Birla Sun Life MNC Fund Growth has a sharpe ratio of 0.41 & a standard deviation of 13.10%.

FAQs about Aditya Birla Sun Life MNC Fund Growth

According to the morning star rating Aditya Birla Sun Life MNC Fund Growth has a Medium risk & High return.
Aditya Birla Sun Life MNC Fund Growth is managed by Chanchal Khandelwal,Dhaval Joshi.
The expense ratio of Aditya Birla Sun Life MNC Fund Growth is 2.00%.
The 5 year annualized return on Aditya Birla Sun Life MNC Fund Growth is 9.02% & it has generated 6.50% in the last 1 year.
The minimum investment in Aditya Birla Sun Life MNC Fund Growth is 1000 Rs.
Aditya Birla Sun Life MNC Fund Growth has an AUM of 3795.75 crores.
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