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

High
3 yrs 1 monthsStarted on:31 Jan 2015
₹ 817 Cras on: 16 Feb 2018
Long Term Horizon
2.46%
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

Similar Funds
Franklin India High Growth Companies Fund
Return (CAGR) 13.87%
Crisil Ranking 3
Value Research
Birla Sun Life Advantage Fund
Return (CAGR) 18.54%
Crisil Ranking 3
Value Research
HDFC Capital Builder Fund
Return (CAGR) 15.09%
Crisil Ranking 2
Value Research
SBI Magnum Multiplier Fund
Return (CAGR) 14.93%
Crisil Ranking 3
Value Research
DSP BlackRock Equity Fund
Return (CAGR) 20.50%
Crisil Ranking 3
Value Research NA
RELIANCE EQUITY OPPORTUNITIES FUND
Return (CAGR) 19.00%
Crisil Ranking 4
Value Research
Axis Focused 25 Fund
Return (CAGR) 17.97%
Crisil Ranking 2
Value Research
ICICI Prudential Top 100 Fund
Return (CAGR) 19.37%
Crisil Ranking 2
Value Research
Principal Dividend Yield Fund
Return (CAGR) 13.21%
Crisil Ranking NA
Value Research
Baroda Pioneer Growth Fund - Plan A
Return (CAGR) 17.17%
Crisil Ranking 4
Value Research
UTI-Bluechip Flexicap Fund
Return (CAGR) 10.28%
Crisil Ranking 4
Value Research
Motilal Oswal MOSt Focused Multicap 35 Fund
Return (CAGR) 28.96%
Crisil Ranking 2
Value Research

Tenure

TenureReturns (CAGR)
3 Month0.84
1 YR21.44
2 YR28.00
3 YR12.50

SIP Returns

TenureReturns (CAGR)
1 YR11.95
2 YR19.8
3 YR17.29

Portfolio

Company Name% Assets
Maruti Suzuki India Ltd.8.73
Vedanta Ltd.5.21
Tata Chemicals Ltd.4.84
Hindustan Unilever Ltd.4.02
Hindustan Zinc Ltd.3.96
Century Textiles & Inds. Ltd.3.83
MRF Ltd.3.75
Bharat Electronics Ltd.3.42
United Spirits Ltd.3.42
Glaxosmithkline Consumer Healthcare Ltd.3.41

Top Sectoral Holdings

Sector Name% Assets
Automobile22.02
FMCG21.16
Metals14.31
Chemicals13.87
Engineering7.01
Healthcare6.88
Construction4.69
Diversified3.83
Cons Durable3.07
Textiles1.56

Indicators

LabelValue
Portfolio turnover ratio45
Standard Deviation14.02%
Beta0.95%
Sharpe Ratio0.8

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

© CRISIL Limited 2017. All Rights Reserved