Aditya Birla SL Manufacturing Equity Fund (Equity, Equity Thematic)

High
4 yrs 7 monthsStarted on:31 Jan 2015
₹ 554.69 Cras on: 19 Aug 2019
Long Term Horizon
2.62%
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)
3 YR2.34

SIP Returns

TenureReturns (CAGR)

Portfolio

Company Name% Assets
Hindustan Unilever Ltd.5.91
Glaxosmithkline Consumer Healthcare Ltd.5.61
Asian Paints Ltd.5.21
MRF Ltd.4.34
Reliance Industries Ltd.4.21
Heidelberg Cement India Ltd.4.19
ITC Ltd.3.9
Century Textiles & Inds. Ltd.3.62
Hindustan Zinc Ltd.3.59
United Spirits Ltd.3.21

Top Sectoral Holdings

Sector Name% Assets
FMCG26.25
Automobile14.42
Chemicals14.23
Metals12.69
Engineering6.6
Construction5.98
Healthcare5.2
Cons Durable4.68
Energy4.21
Diversified3.62

Indicators

LabelValue
Portfolio turnover ratio5
Standard Deviation14.49%
Beta0.96%

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