- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Manufacturing Equity Fund (PIDCW-A)
Formerly Aditya BSL Manufacturing Eq Reg DP
Aditya Birla Sun Life Manufacturing Equity Fund (PIDCW-A)
₹ 16.63
NAV (Sep 22)
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.63
NAV (Sep 22)
Fund Returns
Last 1Y | 14.7% |
Last 3Y | 17.9% |
Last 5Y | 10.5% |
Last 10Y | NA |
Since Inception | 9.9% |
6 Month CAGR | 23.8% |
Scheme Information
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 | 2.45 |
Launched (8y ago) | Jan 31, 2015 |
AUM in Crores | 712.951 |
ISIN | INF209KA1YI4 |
Lock-in | No Lock-in |
Benchmark | S&P BSE India Manufacturing TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.6 |
Standard Deviation (5yr) | 16.9 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.923 |
Sharpe Ratio (5yr) | 0.287 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Manufacturing Equity Fund (PIDCW-A) | 9,47,477 | 2,14,865 | 10.5% | |
| 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
clearing corporation of india limited
7.6%bharat electronics ltd
7%reliance industries ltd
6.2%titan co ltd
3.5%tata steel ltd
3.5%Allocation by Sector
industrials
25%basic materials
19.9%consumer cyclical
18.4%consumer defensive
15.4%healthcare
7.2%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 17,630 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 3.9% | ||
5.1% | 7.4% | ||
5.1% | 6.8% | ||
5.1% | 7.3% | ||
5.1% | 7.1% |
Aditya Birla Sun Life Manufacturing Equity Fund (PIDCW-A) Review
Aditya Birla Sun Life Manufacturing Equity Fund (PIDCW-A) is a Sectoral / Thematic - Manufacturing Equity fund and has delivered an annualised return of 9.9% over a period of 8 years. The fund was previously known as Aditya BSL Manufacturing Eq Reg DP. 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 (PIDCW-A) as of 9/22/2023 is ₹16.63 with the total AUM as of 9/23/2023 is ₹712.951. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Manufacturing Equity Fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) is rated as a 1 fund in Equity and delivered 14.7% 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 (PIDCW-A).
Frequently Asked Questions
What is Aditya Birla Sun Life Manufacturing Equity Fund (PIDCW-A)?
How to invest in Aditya Birla Sun Life Manufacturing Equity Fund (PIDCW-A)?
You can invest in Aditya Birla Sun Life Manufacturing Equity Fund (PIDCW-A) 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 (PIDCW-A)?
The minimum sip amount for Aditya Birla Sun Life Manufacturing Equity Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Manufacturing Equity Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Manufacturing Equity Fund (PIDCW-A) is a Not Recommended fund. You can investAditya Birla Sun Life Manufacturing Equity Fund (PIDCW-A) 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 (PIDCW-A)?
The expense ratio of the Aditya Birla Sun Life Manufacturing Equity Fund (PIDCW-A) is 2.45% for regular plan.