Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Equity: Thematic-Manufacturing |
| Launch Date: 31-01-2015 |
| Asset Class: Equity |
| Benchmark: BSE India Manufacturing TRI |
| TER: 2.28% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,086.46 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 20% | Exit Load: Exit load of 1%, if redeemed within 90 days. |
28.84
0.19 (0.6588%)
10.93%
Benchmark: 15.14%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty India Manufacturing TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 7 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity. The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.6 |
| Sharpe Ratio | 0.5 |
| Alpha | -2.6 |
| Beta | 0.93 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | 31-01-2015 | 2.62 | 23.46 | 13.28 | 20.5 | 10.89 |
| Axis India Manufacturing Fund - Regular Plan - Growth | 05-12-2023 | 6.37 | - | - | - | - |
| Canara Robeco Manufacturing Fund - Regular Plan - Growth Option | 11-03-2024 | 5.98 | - | - | - | - |
| Kotak Manufacture in India Fund - Regular Plan Growth | 22-02-2022 | 4.77 | 23.84 | 17.12 | - | - |
| BANK OF INDIA Manufacturing & Infrastructure Fund-Growth | 05-03-2010 | 2.44 | 28.24 | 19.75 | 30.7 | 14.94 |
| ICICI Prudential Manufacturing Fund - Cumulative Option | 07-10-2018 | 1.73 | 29.11 | 20.82 | 30.3 | - |
| Quant Manufacturing Fund - Growth Option - Regular Plan | 05-08-2023 | -4.14 | - | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
33.21%
Others
1.61%
Large Cap
41.82%
Mid Cap
23.36%
