• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Manufacturing Equity Fund (Growth)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Manufacturing Equity Fund (Growth)

EquitySectoral / Thematic - Manufacturing

18.77

NAV (Jan 27)

4.8%
5 Year CAGR
Scripbox Opinion
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 ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

18.77

NAV (Jan 27)

Fund Returns

Last 1Y

-2.2%

Last 3Y

12%

Last 5Y

4.8%

Last 10Y

NA

Since Inception

8.4%

6 Month CAGR

1.3%

Scheme Information

Investment Objective

The primary investment objective of the Schemes is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved.

Expense Ratio

2.53

Launched (8y ago)

Jan 31, 2015

AUM in Crores

650.827

ISIN

INF209KA1YH6

Lock-in

No Lock-in

Benchmark

S&P BSE India Manufacturing TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

18.8

Standard Deviation (5yr)

17.2

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.616

Sharpe Ratio (5yr)

0.076

YTM

0

Fund Managers

Anil Shah

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Manufacturing Equity Fund (Growth)70%821,924 89,3124.8%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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.

Asset allocation and Holdings

Last updated on 2023-01-27

Top Stock Holdings

reliance industries ltd

7.2%
7.2%

bharat electronics ltd

5.8%
5.8%

clearing corporation of india limited

5.1%
5.1%

tata steel ltd

4.4%
4.4%

united breweries ltd

3.9%
3.9%
See all holdings

Allocation by Sector

basic materials

27.6%
27.6%

industrials

21.3%
21.3%

consumer defensive

16.7%
16.7%

consumer cyclical

16.2%
16.2%

energy

7.2%
7.2%
See all sectors

Compare Aditya Birla Sun Life Manufacturing Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,444 cr

₹ 4,848 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 261,822 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,338 debt and 16 hybrid funds.

amc-img

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

    -

    2.6%

    5.2%

    7.4%

    5.1%

    6.7%

    5.2%

    7.3%

    5.1%

    7%

    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 8.4% over a period of 7 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Anil Shah.

    Nav of Aditya Birla Sun Life Manufacturing Equity Fund (G) as of 1/27/2023 is ₹18.77 with the total AUM as of 1/28/2023 is ₹650.827. 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 Jan 31, 2015. The category risk of the fund is Very High Risk.

    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 S&P BSE India Manufacturing TR INR.

    Aditya Birla Sun Life Manufacturing Equity Fund (G) is rated as a 1 fund in Equity and delivered -2.2% 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)?

    Aditya Birla Sun Life Manufacturing Equity Fund (G) is a Sectoral / Thematic - Manufacturing Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    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, Aditya Birla Sun Life Manufacturing Equity Fund (G) is a Not Recommended fund. You can investAditya Birla Sun Life Manufacturing Equity Fund (G) fund 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 2.53% for regular plan.