Aditya Birla Sun Life Manufacturing Equity Fund (Equity, Equity Thematic)

High
3 yrs 8 monthsStarted on:31 Jan 2015
₹ 732.29 Cras on: 19 Sep 2018
Long Term Horizon
2.67%
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 Month1.17
2 YR9.00
3 YR12.07

SIP Returns

TenureReturns (CAGR)
2 YR4.71
3 YR10.31

Portfolio

Company Name% Assets
Tata Chemicals Ltd.5.43
Maruti Suzuki India Ltd.5.16
Hindustan Unilever Ltd.4.62
MRF Ltd.4.55
Glaxosmithkline Consumer Healthcare Ltd.4.42
Hindustan Zinc Ltd.4.26
Asian Paints Ltd.3.56
ITC Ltd.3.49
Tata Steel Ltd.3.16
Eicher Motors Ltd.3.07

Top Sectoral Holdings

Sector Name% Assets
FMCG22.47
Automobile19.69
Chemicals14.76
Metals13.17
Engineering6.46
Healthcare5.01
Construction4.67
Cons Durable3.49
Diversified3.01
Textiles1.46

Indicators

LabelValue
Portfolio turnover ratio42
Standard Deviation14.82%
Beta0.99%
Sharpe Ratio0.5

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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