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

Aditya Birla Sun Life MNC Fund (G)

EquitySectoral / Thematic - Mnc

1477.27

NAV (Oct 01)

14.317%
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 ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Satisfactory

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

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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

1477.27

NAV (Oct 1)

Fund Returns

Last 1Y
36.5%
Last 3Y
13.7%
Last 5Y
14.3%
Last 10Y
13.2%
Since Inception
17.8%
6 Month CAGR
27.4%

Scheme Information

Investment Objective

The scheme would invest exclusively in securities of multinational companies in order to achieve long term growth of capital at relatively moderate levels of risk. A portion of the fund will also be invested in IPO and other primary market offerings.

Expense Ratio
1.98
Launched (0y ago)
1.98
AUM in Crores
4055
ISIN
INF209K01322
Lock-in
-
Benchmark
NIFTY MNC Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
12.6
Beta
0.8
Sharpe Ratio
0.6
YTM
-
Fund Managers

Chanchal Khandelwal

Fund Manager

Dhaval Joshi

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 MNC Fund (G)70%10,45,588 3,12,97614.3%
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

Maruti Suzuki India Ltd.

5.5%
5.48%

Bayer CropScience Ltd.

4.7%
4.739%

Cummins India Ltd.

4.1%
4.132%

Honeywell Automation India Ltd.

3.8%
3.813%

Schaeffler India Ltd.

3.7%
3.7%
See all holdings

Allocation by Sector

Capital Goods

20.344316%
20.344316%

Consumer Staples

16.539079%
16.539079%

Healthcare

15.309066%
15.309066%

Automobile

11.258092%
11.258092%

Services

9.323611%
9.323611%
See all sectors

Comparison with Equity Funds

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

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 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

6.214%

7.406%

5.197%

5.198%

6.361%

7.447%

6.301%

7.941%

5.684%

7.168%

Aditya Birla Sun Life MNC Fund (G) Review

Aditya Birla Sun Life MNC Fund (G) is a Equity Equity fund and has delivered an annualised return of 17.797% over a period of NaN years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund managers are Chanchal Khandelwal, Dhaval Joshi.

Nav of Aditya Birla Sun Life MNC Fund (G) as of 10/1/2024 is ₹1477.27 with the total AUM as of 10/2/2024 is ₹4054.9921. 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 . The category risk of the fund is null.

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 NIFTY MNC Total Return Index.

Aditya Birla Sun Life MNC Fund (G) is rated as a 1 fund in Equity and delivered 36.522% 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 Equity 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 1 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 1.98% for regular plan.