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

High
12 yrs 10 monthsStarted on:17 Mar 2006
₹ 607.18 Cras on: 17 Dec 2018
Long Term Horizon
2.44%
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)
1 Month0.13
2 YR8.29
3 YR6.80

SIP Returns

TenureReturns (CAGR)
3 YR0.33
5 YR5.61
10 YR9.82

Portfolio

Company Name% Assets
Honeywell Automation India Ltd.7.33
Carborundum Universal Ltd.4.82
Housing Development Finance Corpn. Ltd.4.14
Indraprastha Gas Ltd.3.75
PNC Infratech Ltd.3.5
Tata Steel Ltd.3.49
Jindal Steel & Power Ltd.3.17
Orient Refractories Limited2.68
Bharat Electronics Ltd.2.57
Indusind Bank Ltd.2.47

Top Sectoral Holdings

Sector Name% Assets
Construction22.03
Engineering18.81
Financial16.93
Metals16.86
Energy10.73
Cons Durable3.73
Services3.55
Chemicals3.03
Automobile1.86

Indicators

LabelValue
Portfolio turnover ratio246
Standard Deviation19.08%
Beta0.93%
Sharpe Ratio0.06

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

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