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Snapshot
Snapshot
Aditya Birla SL MNC Fund - (IDCW)
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Summary
Fund Name : Aditya Birla Sun Life Mutual Fund
Scheme Name : Aditya Birla SL MNC Fund - (IDCW)
AMC : Aditya Birla Sun Life Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 12-Apr-94
Fund Manager : Chanchal Khandelwal
Net Assets:(Rs. cr) 3292.92
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 151.02 % NA
Date 22-May-26 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 1000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -0.57 -4.80 -1.17 5.64 -9.59 5.46 4.80 14.17
Category Avg -0.21 -1.73 1.75 10.68 2.63 12.64 11.90 13.10
Category Best 1.26 9.85 19.91 39.09 29.97 37.07 23.05 40.75
Category Worst -2.62 -5.38 -6.60 -6.48 -19.00 -4.74 -0.42 -12.27
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.8448 4.6061 0.2173 -5.9015 -0.0362
Asset Allocation
Holdings
Company Name% Hold
Maruti Suzuki 4.94
United Spirits 4.09
Nestle India 3.72
Hind. Unilever 3.68
Bosch 3.31
Britannia Inds. 3.14
Gland Pharma 3.11
Cummins India 2.99
Schaeffler India 2.93
Vedanta Aluminiu 2.83
Pfizer 2.19
CRISIL 2.12
United Breweries 2.09
3M India 2.03
A B B 1.99
Honeywell Auto 1.94
Hyundai Motor I 1.92
Grindwell Norton 1.77
Glaxosmi. Pharma 1.75
Bayer Crop Sci. 1.73
Asahi India Glas 1.69
P & G Health Ltd 1.66
Siemens 1.63
Ambuja Cements 1.58
Gillette India 1.56
Hexaware Tech. 1.49
Mphasis 1.47
ICRA 1.40
Sumitomo Chemi. 1.35
Travel Food 1.33
Coforge 1.33
Meesho 1.31
P & G Hygiene 1.29
Vedanta 1.27
LG Electronics 1.24
Samvardh. Mothe. 1.18
Swiggy 1.17
Timken India 1.15
GE Vernova T&D 1.15
Sapphire Foods 1.14
360 ONE 1.09
Aptus Value Hou. 1.06
RBL Bank 1.04
Shriram Finance 1.02
Arvind Ltd 1.00
Whirlpool India 0.99
Motherson Wiring 0.99
Eureka Forbes 0.95
Escorts Kubota 0.91
Abbott India 0.90
Fortis Health. 0.88
DOMS Industries 0.86
ZF Commercial 0.77
Cohance Life 0.77
Bata India 0.66
Sanofi Consumer 0.62
Oracle Fin.Serv. 0.57
Esab India 0.57
Orkla India 0.52
Apar Inds. 0.38
Ingersoll-Rand 0.29
Sparkle GoldRock 0.01
Jainpur Straw 0.00
Maruti Cottex 0.00
Sri Venkat. Mill 0.00
Visakha Aqua 0.00
TREPS 0.68
Net CA & Others 0.12
Margin amount for Derivative 0.06
Cognizant Technology Solutions Corporation 0.63
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