Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

Category: Equity: Thematic-Others
Launch Date: 31-01-2015
Asset Class: Equity
Benchmark: S&P BSE 500 TRI
Expense Ratio: 2.54% As on (31-01-2021)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 512.78 Cr As on (31-01-2021)
Turn over: 25.00
NAV as on 25-02-2021

16.78

0.23 (1.3707%)

CAGR Since Inception

8.91%

S&P BSE 500 TRI 10.94%

PERFORMANCE of Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 25-02-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 30.08 5.48 14.07 - 8.91
S&P BSE 500 TRI 7.07 5.03 13.45 10.69 10.94
Equity: Thematic-Others 31.99 8.43 14.26 12.76 16.93

Yearly Performance (%)

Nav Movement

Fund Managers

Anil Shah

Investment Objective

The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity. The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity.

RETURNS CALCULATOR for Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth - - 2.78 1.01 - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION of Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

Period
Data as on - 25-02-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 31-01-2015 30.08 16.52 5.48 14.07 0.0
ICICI Prudential Commodities Fund - Growth Option 01-10-2019 69.08 0.0 0.0 0.0 0.0
Kotak Pioneer Fund- Regular Plan- Growth Option 31-10-2019 51.2 0.0 0.0 0.0 0.0
SBI Magnum Comma Fund - Regular Plan - Growth 05-08-2005 43.85 28.29 9.6 21.28 9.33
Franklin India Opportunities Fund - Growth 05-02-2000 43.28 22.32 11.66 16.83 13.41
ICICI Prudential Manufacture in India Fund - Cumulative Option 11-10-2018 40.77 19.31 0.0 0.0 0.0
UTI-Transpotation and Logistics Fund-Growth Option 01-08-2005 40.34 14.34 0.17 10.05 17.75
Axis ESG Equity Fund - Regular Plan - Growth Option 05-02-2020 38.83 0.0 0.0 0.0 0.0
ICICI Prudential India Opportunities Fund - Cumulative Option 01-01-2019 37.17 17.24 0.0 0.0 0.0
QUANTUM INDIA ESG EQUITY FUND - REGULAR PLAN - GROWTH OPTION 12-07-2019 36.93 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

Asset Allocation (%)