Aditya Birla SL Infrastructure (Equity, Equity Sectoral-infrastru)

High
12 yrs 12 monthsStarted on:17 Mar 2006
₹ 555.4 Cras on: 15 Feb 2019
Long Term Horizon
2.50%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme aims to provide medium to long-term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of companies that are participating in the growth and development of infrastructure in India. The scheme may also invest a small portion of its corpus in money market instruments & in ADG/GDR.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 YR7.79

SIP Returns

TenureReturns (CAGR)
5 YR0.57
10 YR7.49

Portfolio

Company Name% Assets
Honeywell Automation India Ltd.7.73
Carborundum Universal Ltd.4.77
Indraprastha Gas Ltd.4.42
Housing Development Finance Corpn. Ltd.4.37
PNC Infratech Ltd.3.74
Bharat Electronics Ltd.2.83
Tata Steel Ltd.2.57
Orient Refractories Limited2.51
Indusind Bank Ltd.2.49
Mahanagar Gas Ltd.2.47

Top Sectoral Holdings

Sector Name% Assets
Construction22.62
Engineering19.51
Financial17.92
Metals13.97
Energy12.41
Services3.77
Cons Durable3.77
Chemicals2.44
Automobile1.87

Indicators

LabelValue
Portfolio turnover ratio68
Standard Deviation18.83%
Beta0.98%
Sharpe Ratio0.13

Vineet Maloo

Mr. Maloo is a Chartered Accountant.
Prior to joining Birla Sun Life AMC he has worked with Hindalco.

Other Funds Managed by Vineet Maloo