- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Manufacturing Equity Fund (G)
Aditya Birla Sun Life Manufacturing Equity Fund (G)
₹ 34.23
NAV (Oct 10)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 34.23
NAV (Oct 10)
Fund Returns
Last 1Y | 51.8% |
Last 3Y | 18% |
Last 5Y | 22.4% |
Last 10Y | NA |
Since Inception | 13.5% |
6 Month CAGR | 21.1% |
Scheme Information
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 | 2.25 |
Launched (0y ago) | 2.25 |
AUM in Crores | 1255.4 |
ISIN | INF209KA1YH6 |
Lock-in | - |
Benchmark | BSE India Manufacturing Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.7 |
Beta | 0.9 |
Sharpe Ratio | 1 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Manufacturing Equity Fund (G) | 13,00,755 | 5,68,143 | 22.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
Larsen & Toubro Ltd.
6.2%Reliance Industries Ltd.
4.7%Mahindra & Mahindra Ltd.
4%Maruti Suzuki India Ltd.
3.9%Cummins India Ltd.
3.7%Allocation by Sector
Automobile
17.4%Metals & Mining
15.5%Consumer Staples
15%Capital Goods
14.2%Healthcare
9.4%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Aditya Birla Sun Life Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.3% | 7.4% | ||
5.4% | 5.2% | ||
6.4% | 7.4% | ||
6.4% | 7.9% | ||
5.7% | 7.2% |
Aditya Birla Sun Life Manufacturing Equity Fund (G) Review
Aditya Birla Sun Life Manufacturing Equity Fund (G) is a Sectoral / Thematic - Manufacturing Equity fund and has delivered an annualised return of 13.497% over a period of 9 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund manager’s name is Harish Krishnan.
Nav of Aditya Birla Sun Life Manufacturing Equity Fund (G) as of 10/10/2024 is ₹34.23 with the total AUM as of 10/11/2024 is ₹1255.426. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Manufacturing Equity Fund (G) was launched on 2015-01-31. The category risk of the fund is null.
The minimum SIP amount for Aditya Birla Sun Life Manufacturing Equity Fund (G) 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 Manufacturing Equity Fund (G) 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 BSE India Manufacturing Total Return Index.
It is rated as a 1 fund in Equity and delivered 51.756% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Manufacturing Equity Fund (G).
Frequently Asked Questions
What is Aditya Birla Sun Life Manufacturing Equity Fund (G)?
How to invest in Aditya Birla Sun Life Manufacturing Equity Fund (G)?
You can invest in Aditya Birla Sun Life Manufacturing Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Aditya Birla Sun Life Manufacturing Equity Fund (G)?
The minimum sip amount for Aditya Birla Sun Life Manufacturing Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Manufacturing Equity Fund (G) good to invest in?
As per Scripbox experts, it is a 1 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Aditya Birla Sun Life Manufacturing Equity Fund (G)?
The expense ratio of the Aditya Birla Sun Life Manufacturing Equity Fund (G) is 2.25% for regular plan.
What is the NAV of Aditya Birla Sun Life Manufacturing Equity Fund (G)?
Today's Aditya Birla Sun Life Manufacturing Equity Fund (G) NAV is ₹34.23.