• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Manufacturing Equity Fund (RIDCW-A)

Formerly Aditya BSL Manufacturing Eq Reg DR

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Manufacturing Equity Fund (RIDCW-A)

EquitySectoral / Thematic - Manufacturing

21.51

NAV (Jun 24)

19.8%
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

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

Outperformance Consistency

Poor

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

Invest in this fund
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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

21.51

NAV (Jun 24)

Fund Returns

Last 1Y
52.4%
Last 3Y
18.2%
Last 5Y
20.3%
Last 10Y
NA
Since Inception
13%
6 Month CAGR
26.3%

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
2.31
Launched (9y ago)
Jan 31, 2015
AUM in Crores
1005.603
ISIN
INF209KA1YJ2
Lock-in
No Lock-in
Benchmark
S&P BSE India Manufacturing TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.2
Standard Deviation (5yr)
16.6
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.827
Sharpe Ratio (5yr)
0.768
YTM
0
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 (RIDCW-A)70%12,10,129 4,77,51719.8%
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 2024-06-24

Top Stock Holdings

larsen & toubro ltd

6.9%
6.9%

bharat electronics ltd

6.3%
6.3%

reliance industries ltd

5.2%
5.2%

clearing corporation of india limited

4.3%
4.3%

cummins india ltd

4%
4%
See all holdings

Allocation by Sector

industrials

31.7%
31.7%

consumer cyclical

21.7%
21.7%

basic materials

18.4%
18.4%

consumer defensive

12.2%
12.2%

healthcare

7.8%
7.8%
See all sectors

Comparison with Equity Funds

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

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 66,383 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 376,618 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR

-

4.9%

5.9%

7.4%

6%

6.8%

5.9%

7.3%

6%

7.1%

Aditya Birla Sun Life Manufacturing Equity Fund (RIDCW-A) Review

Aditya Birla Sun Life Manufacturing Equity Fund (RIDCW-A) is a Sectoral / Thematic - Manufacturing Equity fund and has delivered an annualised return of 12.8% over a period of 9 years. The fund was previously known as Aditya BSL Manufacturing Eq Reg DR. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Harish Krishnan.

Nav of Aditya Birla Sun Life Manufacturing Equity Fund (RIDCW-A) as of 6/24/2024 is ₹21.51 with the total AUM as of 6/25/2024 is ₹1005.603. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Manufacturing Equity Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-A) is rated as a 1 fund in Equity and delivered 48.7% 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 (RIDCW-A).

Frequently Asked Questions

What is Aditya Birla Sun Life Manufacturing Equity Fund (RIDCW-A)?

Aditya Birla Sun Life Manufacturing Equity Fund (RIDCW-A) 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 (RIDCW-A)?

You can invest in Aditya Birla Sun Life Manufacturing Equity Fund (RIDCW-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 (RIDCW-A)?

The minimum sip amount for Aditya Birla Sun Life Manufacturing Equity Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Manufacturing Equity Fund (RIDCW-A) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Manufacturing Equity Fund (RIDCW-A) is a Not Recommended fund. You can investAditya Birla Sun Life Manufacturing Equity Fund (RIDCW-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 (RIDCW-A)?

The expense ratio of the Aditya Birla Sun Life Manufacturing Equity Fund (RIDCW-A) is 2.31% for regular plan.