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

Aditya Birla Sun Life Manufacturing Equity Fund (G)

EquitySectoral / Thematic - Manufacturing

34.23

NAV (Oct 10)

22.438%
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 ->

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

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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

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

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
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

Harish Krishnan

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Manufacturing Equity Fund (G)70%13,00,755 5,68,14322.4%
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.

Asset allocation and Holdings

Last updated on 2024-08-06

Top Stock Holdings

Larsen & Toubro Ltd.

6.2%
6.191%

Reliance Industries Ltd.

4.7%
4.718%

Mahindra & Mahindra Ltd.

4%
3.977%

Maruti Suzuki India Ltd.

3.9%
3.924%

Cummins India Ltd.

3.7%
3.726%
See all holdings

Allocation by Sector

Automobile

17.4%
17.378905%

Metals & Mining

15.5%
15.512892%

Consumer Staples

15%
15.035979%

Capital Goods

14.2%
14.197614%

Healthcare

9.4%
9.350815%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Asset Management Company Limited is a joint venture between the Aditya Birla Group of India and Sun Life Financial Inc. of Canada. It was founded in 1994 and operates in about 40 countries with more than 120,000 employees worldwide.amc-img
Fund NameScripbox 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)?

It 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, 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.