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

High
4 yrs 11 monthsStarted on:31 Jan 2015
₹ 573.1 Cras on: 09 Dec 2019
Long Term Horizon
2.63%
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 Month5.35
3 YR4.56

SIP Returns

TenureReturns (CAGR)
1 YR1.41

Portfolio

Company Name% Assets
Glaxosmithkline Consumer Healthcare Ltd.6.76
MRF Ltd.5.16
Reliance Industries Ltd.5.11
Kansai Nerolac Paints Ltd.3.97
Heidelberg Cement India Ltd.3.92
Maruti Suzuki India Ltd.3.69
ITC Ltd.3.6
Hindustan Zinc Ltd.3.4
Bharat Electronics Ltd.3.4
Asian Paints Ltd.3.16

Top Sectoral Holdings

Sector Name% Assets
FMCG22
Automobile16.9
Chemicals12.27
Metals11.81
Healthcare7.86
Construction7.69
Engineering6.55
Energy5.11
Cons Durable4.95
Diversified1.66

Indicators

LabelValue
Portfolio turnover ratio7
Standard Deviation13.93%
Beta0.96%
Sharpe Ratio0.04

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