Aditya Birla SL MNC (Equity, Equity Thematic-mnc)

Moderately High
24 yrs 9 monthsStarted on:22 Apr 1994
₹ 3425.41 Cras on: 14 Dec 2018
Long Term Horizon
2.02%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme would invest exclusively in securities of multinational companies in order to achieve long term growth of capital at relatively moderate levels of risk. A portion of the fund will also be invested in IPO and other primary market offerings.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month4.96
2 YR14.78
3 YR9.09

SIP Returns

TenureReturns (CAGR)
2 YR6.43
3 YR8.66
5 YR12.77
10 YR19.26

Portfolio

Company Name% Assets
Honeywell Automation India Ltd.10.16
Gillette India Ltd.8.57
Pfizer Ltd.7.62
Bayer CropScience Ltd.7.4
Kotak Mahindra Bank Ltd.6.93
Thomas Cook (India) Ltd.5.85
Glaxosmithkline Pharmaceuticals Ltd.5.62
Johnson Controls - Hitachi Air Conditioning India Ltd.4.34
ICRA Ltd.4.29
Capital First Ltd.4.03

Top Sectoral Holdings

Sector Name% Assets
Healthcare20.95
FMCG18.87
Financial17.05
Engineering14.06
Automobile9.58
Services7.68
Cons Durable4.34
Chemicals3.31
Construction1.47
Technology0.45

Indicators

LabelValue
Portfolio turnover ratio1
Standard Deviation14.82%
Beta0.82%
Sharpe Ratio0.16

Ajay Garg

Mr. Garg is B.E (Electronics) and MBA (Finance).
Prior to joining Birla Sun Life AMC in 2003 he has worked with Birla Sun Life Securities Ltd.

Other Funds Managed by Ajay Garg

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