Aditya Birla SL Manufacturing Equity (Equity, Equity Thematic)

High
3 yrs 11 monthsStarted on:31 Jan 2015
₹ 661.57 Cras on: 13 Dec 2018
Long Term Horizon
2.44%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month1.45
2 YR9.64
3 YR11.76

SIP Returns

TenureReturns (CAGR)
3 YR5.75

Portfolio

Company Name% Assets
Tata Chemicals Ltd.5.52
Hindustan Unilever Ltd.5.04
Maruti Suzuki India Ltd.4.81
Glaxosmithkline Consumer Healthcare Ltd.4.61
MRF Ltd.4.58
Asian Paints Ltd.3.87
Hindustan Zinc Ltd.3.7
ITC Ltd.3.46
Century Textiles & Inds. Ltd.3.14
Tata Steel Ltd.3.08

Top Sectoral Holdings

Sector Name% Assets
FMCG23.07
Automobile17.13
Chemicals14.69
Metals12.62
Engineering5.75
Healthcare5.23
Construction4.23
Cons Durable3.63
Diversified3.14
Textiles1.48

Indicators

LabelValue
Portfolio turnover ratio43
Standard Deviation16.24%
Beta0.99%
Sharpe Ratio0.3

Anil Shah

Mr.Shah is a B.com, CA and a cost accountant
Prior to joining BSL AMC he has worked with RBS Equities (India) Ltd. for around 15 years.

Other Funds Managed by Anil Shah

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