• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life MNC Fund (Growth)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life MNC Fund (Growth)

EquitySectoral / Thematic - Mnc

893.28

NAV (Jan 27)

3.1%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in sectoral / thematic - mnc mutual funds.

Sectoral / thematic - mnc 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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

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

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

893.28

NAV (Jan 27)

Fund Returns

Last 1Y

-5.9%

Last 3Y

3.9%

Last 5Y

3.1%

Last 10Y

13.4%

Since Inception

15%

6 Month CAGR

-4.2%

Scheme Information

Investment Objective

The objective of the scheme is to achieve long-term growth of capital at relatively moderate levels of risk by Investment Objective making investments in securities of multinational companies through a research based investment approach.

Expense Ratio

2.05

Launched (24y ago)

Dec 27, 1999

AUM in Crores

3322.108

ISIN

INF209K01322

Lock-in

No Lock-in

Benchmark

IISL Nifty MNC TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

17.3

Standard Deviation (5yr)

16.4

Beta (3yr)

0.93

Beta (5yr)

0.92

Sharpe Ratio (3yr)

0.177

Sharpe Ratio (5yr)

-0.012

YTM

0

Fund Managers

Kunal Sangoi

Fund Manager

Chanchal Khandelwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life MNC Fund (Growth)70%788,725 56,1133.1%
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

honeywell automation india ltd

7.7%
7.7%

fortis healthcare ltd

6.7%
6.7%

bayer cropscience ltd

5.8%
5.8%

icra ltd

5.4%
5.4%

procter & gamble hygiene and health care ltd

5.2%
5.2%
See all holdings

Allocation by Sector

consumer defensive

20.4%
20.4%

consumer cyclical

19.7%
19.7%

industrials

18.5%
18.5%

healthcare

14.9%
14.9%

financial services

11.7%
11.7%
See all sectors

Compare Aditya Birla Sun Life MNC 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 MNC Fund (G) Review

    Aditya Birla Sun Life MNC Fund (G) is a Sectoral / Thematic - Mnc Equity fund and has delivered an annualised return of 15% over a period of 23 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Chanchal Khandelwal, Kunal Sangoi.

    Nav of Aditya Birla Sun Life MNC Fund (G) as of 1/27/2023 is ₹893.28 with the total AUM as of 1/28/2023 is ₹3322.108. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life MNC Fund (G) was launched on Dec 27, 1999. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Aditya Birla Sun Life MNC 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 MNC 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 IISL Nifty MNC TR INR.

    Aditya Birla Sun Life MNC Fund (G) is rated as a 1 fund in Equity and delivered -5.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life MNC Fund (G).

    Frequently Asked Questions

    What is Aditya Birla Sun Life MNC Fund (G)?

    Aditya Birla Sun Life MNC Fund (G) is a Sectoral / Thematic - Mnc 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 MNC Fund (G)?

    You can invest in Aditya Birla Sun Life MNC 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 MNC Fund (G)?

    The minimum sip amount for Aditya Birla Sun Life MNC Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Aditya Birla Sun Life MNC Fund (G) good to invest in?

    As per Scripbox experts, Aditya Birla Sun Life MNC Fund (G) is a Not Recommended fund. You can investAditya Birla Sun Life MNC 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 MNC Fund (G)?

    The expense ratio of the Aditya Birla Sun Life MNC Fund (G) is 2.05% for regular plan.