₹ 915.49
NAV (Mar 02)
Neutral
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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).
Track Record
22 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
3,882 Cr. Large within the category
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
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Scheme Information
An Open-ended growth scheme with the objective to achieve long-term growth of capital at relatively moderate levels of risk by making investments in securities of multi-national companies through a research based investment approach.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
1.94 %
Expense Ratio
Dec 27, 1999
Launched (22y ago)
₹ 3,882
AUM in Crores
INF209K01322
ISIN
No Lock-in
Lock-in
IISL Nifty MNC TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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About the AMC
Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life AMC Ltd manages assets worth 259,898 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 77 equity,329 debt and 28 hybrid funds.
Liquid
Recommended
Top Ranked
₹ 31,305 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 31,305 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 31,305 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 31,305 Cr
Fund Size
6%
3Y returns
Liquid
Top Ranked
₹ 31,305 Cr
Fund Size
5.9%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Aditya Birla Sun Life MNC Fund (G) is a sectoral / thematic - mnc equity fund and has delivered an annualised return of 16.5% over a period of 22 years ..The fund is managed by Aditya Birla Sun Life AMC Ltd.The fund manager’s name is Ajay Garg.
An Open-ended growth scheme with the objective to achieve long-term growth of capital at relatively moderate levels of risk by making investments in securities of multi-national companies through a research based investment approach. However, there is no assurance that the objective of the scheme will be realized.
The Aditya Birla Sun Life MNC Fund (G) fund was launched on Dec 27, 1999. The NAV (Net Asset Value) of this sectoral / thematic - mnc equity as of 2021-03-02 is ₹ 915.49. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 3881.673. The category risk of the Aditya Birla Sun Life MNC Fund (G) fund is Very High Risk. The fund charges 1.94 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 99.9% in this asset class. The top three holdings of the fund are honeywell automation india ltd,kotak mahindra bank ltd and pfizer ltd shs dematerialised
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life MNC Fund (G) has a score of 4 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.