Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Manufacturing Equity Fund Direct Plan Growth

₹ 32.46

NAV (May 05)

21.588%
5 Year CAGR
Scripbox Opinion
not-recommended
Not Recommended
Click here for top ranked funds in sectoral / thematic - manufacturing mutual funds.

Sectoral / Thematic - Manufacturing funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

This category has few funds and relatively small amounts invested in them.

The benchmark India Manufacturing Index has performed poorly over time.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.

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Scheme Information

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.

Expense Ratio
1.37 %
Launched 10Y ago
2015-01-31
AUM in Crores
1086.5
ISIN
INF209KA1YK0
Lock-in (days)
No Lock-in
Benchmark
BSE India Manufacturing Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
16
Beta
1.1
Sharpe Ratio
0.5
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Larsen & Toubro Ltd.

6.19%
6.191%

Reliance Industries Ltd.

4.72%
4.718%

Mahindra & Mahindra Ltd.

3.98%
3.977%

Maruti Suzuki India Ltd.

3.92%
3.924%

Cummins India Ltd.

3.73%
3.726%
See all holdings
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Allocation by Sector

Metals & Mining

24.1%
24.098743%

Automobile

19.41%
19.411273%

Capital Goods

15.51%
15.507928%

Consumer Staples

9.75%
9.75419%

Healthcare

7.79%
7.794814%
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Frequently Asked Questions

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