Aditya Birla Sun Life New Millennium Fund (Equity, Equity Sectoral-technolog)

High
18 yrs 9 monthsStarted on:15 Jan 2000
₹ 458.09 Cras on: 19 Sep 2018
Long Term Horizon
2.90%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The fund seeks capital growth, with a secondary objective of income generation with focus on technology and technology dependent companies. The scheme will follow a bottom-up approach to stock picking, adopting a blend of value and growth style of investing.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD27.07
1 Month1.61
3 Month10.53
1 YR48.69
2 YR25.54
3 YR16.01

SIP Returns

TenureReturns (CAGR)
1 YR40.76
2 YR35.35
3 YR25.11
5 YR18.66
10 YR17.01

Portfolio

Company Name% Assets
Infosys Ltd.25.1
Tech Mahindra Ltd.10.07
HCL Technologies Ltd.9.27
Tata Consultancy Services Ltd.7.08
MindTree Ltd.6.21
Sterlite Technologies Ltd.5.94
Sun TV Network Ltd.4.35
Majesco Ltd.3.42
Honeywell Automation India Ltd.3.16
NIIT Technologies Ltd.3.07

Top Sectoral Holdings

Sector Name% Assets
Technology75.28
Services11.62
Communication5.94
Engineering3.16

Indicators

LabelValue
Portfolio turnover ratio155
Standard Deviation16.55%
Beta0.86%
Sharpe Ratio0.63

Kunal Sangoi

Mr. Sangoi is a B.Com (H) and Chartered Accountant.
Prior to joining Birla Sun Life AMC he has worked with Edelweiss Financial Services Ltd

Other Funds Managed by Kunal Sangoi

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