Click here for top ranked funds in sectoral / thematic - infra mutual funds.
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.
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Scheme Information
Investment Objective
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.
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.
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About Aditya Birla Sun Life Infrastructure Plan A (DR-Q)
About Aditya Birla Sun Life Infrastructure Plan A (DR-Q)
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.
Aditya Birla Sun Life Infrastructure Plan A (DR-Q) Investment Objective
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.
Aditya Birla Sun Life Infrastructure Plan A (DR-Q) NAV,AUM,Risk
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.
Aditya Birla Sun Life Infrastructure Plan A (DR-Q) Holdings
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
Aditya Birla Sun Life Infrastructure Plan A (DR-Q) SIP
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.
Aditya Birla Sun Life Infrastructure Plan A (DR-Q) Investment volatility and Horizon
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) Review
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.
