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Aditya Birla Sun Life Manufacturing Equity Fund Regular Growth+0.54%

24.66%
1 Year Return
Equity
Sectoral/Thematic
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Manufacturing Equity Fund Regular Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio2.62%
NAV₹16.73 (20 Jan 2021)
Fund Started31 Jan 2015
Fund Size545 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
24.7%
3.4%
13.2%
8.9%
Category Average
21.7%
5.0%
13.0%
-
Rank Within Category
9
10
6
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 24.7% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Risk is higher compared to the benchmark
4. Higher expense ratio
5. 1Y Returns are lower than the benchmark
6. 3Y Returns are lower than the benchmark
7. 5Y Returns are lower than the benchmark
8. Risk-adjusted returns are lower compared to the category
9. Higher expense ratio - 2.63%
10. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Dr. Reddy's Laboratories Ltd.HealthcareEquity9.2%
Reliance Industries Ltd.EnergyEquity5.6%
Hindustan Unilever Ltd.FMCGEquity4.9%
Heidelberg Cement India Ltd.ConstructionEquity4.7%
Rallis India Ltd.ChemicalsEquity4.6%
Tata Steel Ltd.MetalsEquity4.3%
Asian Paints Ltd.ChemicalsEquity4.3%
Kansai Nerolac Paints Ltd.ChemicalsEquity4.1%
Voltas Ltd.Cons DurableEquity3.9%
Bharat Electronics Ltd.EngineeringEquity3.5%
See All

Aditya Birla Sun Life Manufacturing Equity Fund Regular Growth Details

Aditya Birla Sun Life Manufacturing Equity Fund Regular Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 31 Jan 2015. Anil Shah is the Current Fund Manager of Aditya Birla Sun Life Manufacturing Equity Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹545 Cr and the Latest NAV as of 20 Jan 2021 is ₹16.73.

The Aditya Birla Sun Life Manufacturing Equity Fund Regular Growth is rated High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 365 days.

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.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹1000
Min for First Investment
₹1000
Min for Second Investment
Exit load of 1% if redeemed within 365 days.
Exit Load

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About Aditya Birla Sun Life Mutual Fund

Address
One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
Phone
022 43568000
Launch Date
23 Dec 1994
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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