Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
Expense Ratio: 2.27
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: BSE India Manufacturing TRI
Inception: 13-01-2015
Exit Load: Nil
Fund Size:₹1,099.33 Cr
Performance
1Y
Fund17.40%
Cat. Avg.N/A
2Y
Fund9.20%
Cat. Avg.N/A
3Y
Fund19.74%
Cat. Avg.N/A
5Y
Fund14.17%
Cat. Avg.N/A
10Y
Fund13.54%
Cat. Avg.N/A
SI
Fund12.29%
Cat. Avg.N/A
Fund Facts
Beta
0.94
Std Dev
15.52%
PE Ratio
31.05
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Clearing Corporation of India Limited | 66.26 | 5.39% |
| 2 | Cummins India Limited | 48.44 | 3.94% |
| 3 | Reliance Industries Limited | 47.44 | 3.86% |
| 4 | Mahindra & Mahindra Limited | 44.37 | 3.61% |
| 5 | Tata Steel Limited | 33.77 | 2.75% |
| 6 | Sansera Engineering Ltd | 31.96 | 2.60% |
| 7 | Hindalco Industries Limited | 31.19 | 2.54% |
| 8 | AIA Engineering Limited | 30.93 | 2.52% |
| 9 | Bharat Forge Limited | 29.90 | 2.43% |
| 10 | Samvardhana Motherson International Limited | 28.53 | 2.32% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 67680 | +12.8% | +27.2% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.40 L. | +16.9% | +16.6% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.28 L. | +26.8% | +16.6% |
| 5Y | 09 Aug, 21 | 3 L. | 4.61 L. | +53.7% | +17.5% |
| 10Y | 08 Aug, 16 | 6 L. | 13.14 L. | +119.0% | +15.1% |
| SI | 09 Feb, 15 | 6.90 L. | 16.61 L. | +140.7% | +14.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.17 L. | +17.1% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.18 L. | +18.4% | +8.8% |
| 3Y | 20 Jul, 23 | 1 L. | 1.72 L. | +71.7% | +19.7% |
| 5Y | 20 Jul, 21 | 1 L. | 1.94 L. | +94.0% | +14.2% |
| 10Y | 20 Jul, 16 | 1 L. | 3.56 L. | +256.2% | +13.5% |
| SI | 03 Feb, 15 | 1 L. | 3.78 L. | +277.9% | +12.3% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.