₹ 16.09
NAV (Feb 26)
Neutral
However, Scripbox does not recommend investing in sectoral / thematic - infra mutual funds.
The Infrastructure index has performed moderately well over time however, funds in this category are very few and have underperformed the benchmark index.
This category is also characterised by higher volatility.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
15 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
402 Cr. Medium within the category
Category View
Relatively Poor. The category has a relatively poor investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
No single fund can achieve what a plan can. Learn why
Scheme Information
An Open-ended growth scheme with the objective to providing for medium to long-term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of companies that are participating in the growth and development of Infrastructure in India.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.49 %
Expense Ratio
Mar 17, 2006
Launched (15y ago)
₹ 402
AUM in Crores
INF209K01CT3
ISIN
No Lock-in
Lock-in
IISL Nifty Infrastructure TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
Mid Cap
Recommended
Top Ranked
17 Years
Age
Track Record
Index Funds
Recommended
Top Ranked
21 Years
Age
Track Record
Index Funds
Recommended
Top Ranked
19 Years
Age
Track Record
Large Cap
Recommended
Top Ranked
25 Years
Age
Track Record
Mid Cap
Recommended
Top Ranked
26 Years
Age
Track Record
About the AMC
Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life AMC Ltd manages assets worth 259,898 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 77 equity,329 debt and 28 hybrid funds.
Liquid
Recommended
Top Ranked
₹ 31,305 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 31,305 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 31,305 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 31,305 Cr
Fund Size
6%
3Y returns
Liquid
Top Ranked
₹ 31,305 Cr
Fund Size
5.9%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan to invest to start investing
Create an account with Scripbox through a paperless process, to invest in this fund
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track, invest more and withdraw your investments through the Scripbox dashboard
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
We will track our recommendations and suggest changes & fund exists whenever required.
Our customer champions are available 7 days a week from 8AM to 8PM.
We review your investments and make course corrections every year to make the best out of your investments
Aditya Birla Sun Life Infrastructure Plan A (DR-Q) is a sectoral / thematic - infra equity fund and has delivered an annualised return of 9.4% over a period of 15 years ..The fund is managed by Aditya Birla Sun Life AMC Ltd.The fund manager’s name is Vineet Maloo.
An Open-ended growth scheme with the objective to providing for medium to long-term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of companies that are participating in the growth and development of Infrastructure in India. However, there is no assurance that the objective of the scheme will be realized.
The Aditya Birla Sun Life Infrastructure Plan A (DR-Q) fund was launched on Mar 17, 2006. The NAV (Net Asset Value) of this sectoral / thematic - infra equity as of 2021-02-26 is ₹ 16.09. The total AUM (Asset Under Management) of the fund as of 2021-02-26 is ₹ 401.861. The category risk of the Aditya Birla Sun Life Infrastructure Plan A (DR-Q) fund is Very High Risk. The fund charges 2.49 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 96.6% in this asset class. The top three holdings of the fund are honeywell automation india ltd,ncc ltd and ultratech cement ltd
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Infrastructure TR INR
Aditya Birla Sun Life Infrastructure Plan A (DR-Q) has a score of 2 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Infrastructure Plan A (DR-Q) has a score of 3 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.