• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Infrastructure Plan A Inc Dist cum Cap Wdrl (Dividend Payout - Quarterly)

Formerly Aditya BSL Infrastructure Plan A DP

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Infrastructure Plan A Inc Dist cum Cap Wdrl (Dividend Payout - Quarterly)

EquitySectoral / Thematic - Infra

18.51

NAV (Jan 24)

11.4%
5 Year CAGR
Scripbox Opinion

Not Recommended

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

16 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

545 Cr. Medium within the category

Category View

Poor. The category has an undesirable investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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Historical NAV

18.51

NAV (Jan 24)

Fund Returns

Last 1Y

41.5%

Last 3Y

17.6%

Last 5Y

11.4%

Last 10Y

13.4%

Since Inception

10.2%

6 Month CAGR

2.6%

info-icon-blue

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.

Expense Ratio

2.64

Launched (16y ago)

Mar 17, 2006

AUM in Crores

544.367

ISIN

INF209K01470

Lock-in

No Lock-in

Benchmark

IISL Nifty Infrastructure TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Vineet Maloo

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

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About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 318,638 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

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  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    17.8%

    14.5%

    4.6%

    7.1%

    4.6%

    6.8%

    4.6%

    7.2%

    4.6%

    6.7%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Aditya Birla Sun Life Infrastructure Plan A Inc Dist cum Cap Wdrl (D-Q) Review

    Aditya Birla Sun Life Infrastructure Plan A Inc Dist cum Cap Wdrl (D-Q) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 10.2% over a period of 15 years. The fund was previously known as Aditya BSL Infrastructure Plan A DP. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Vineet Maloo.

    Nav of Aditya Birla Sun Life Infrastructure Plan A Inc Dist cum Cap Wdrl (D-Q) as of 24/01/2022 is ₹18.51 with the total AUM as of 25/01/2022 is ₹544.367. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Infrastructure Plan A Inc Dist cum Cap Wdrl (D-Q) was launched on Mar 17, 2006. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Aditya Birla Sun Life Infrastructure Plan A Inc Dist cum Cap Wdrl (D-Q) 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. Check your estimated returns on mutual funds by using sip calculator.

    Aditya Birla Sun Life Infrastructure Plan A Inc Dist cum Cap Wdrl (D-Q) 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 Inc Dist cum Cap Wdrl (D-Q) is rated as a 1 fund in Equity and delivered 41.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Infrastructure Plan A Inc Dist cum Cap Wdrl (D-Q).

    Frequently Asked Questions

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