Birla Sun Life Manufacturing Equity Fund (Equity, Multi Cap)

High
3 yrs 4 monthsStarted on:31 Jan 2015
₹ 777.94 Cras on: 25 May 2018
Long Term Horizon
2.51%
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)
1 YR10.54
2 YR19.26
3 YR11.28

SIP Returns

TenureReturns (CAGR)
2 YR9.65
3 YR12.7

Portfolio

Company Name% Assets
Maruti Suzuki India Ltd.8.5
Tata Chemicals Ltd.5.14
MRF Ltd.4.62
Hindustan Zinc Ltd.4.38
Eicher Motors Ltd.4.01
Hindustan Unilever Ltd.3.69
Century Textiles & Inds. Ltd.3.66
Kansai Nerolac Paints Ltd.3.41
Glaxosmithkline Consumer Healthcare Ltd.3.29
Tata Steel Ltd.2.95

Top Sectoral Holdings

Sector Name% Assets
Automobile24.12
FMCG20.69
Chemicals14.33
Metals13.08
Engineering6.07
Construction4.38
Healthcare4.06
Diversified3.66
Cons Durable3.49
Textiles1.61

Indicators

LabelValue
Portfolio turnover ratio49
Standard Deviation14.65%
Beta0.97%
Sharpe Ratio0.54

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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