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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) 3437.25
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 102.01 % NA
Date 25-Oct-21 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 -4.65 -7.54 -10.68 -14.18 2.55 10.63 5.11 14.19
Category Avg -4.57 -7.93 -8.95 -7.96 7.43 16.44 13.97 10.52
Category Best -0.20 -1.44 4.71 9.60 37.49 32.84 27.06 37.90
Category Worst -6.80 -16.63 -23.81 -24.13 -12.90 0.59 2.54 -23.40
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 [%]
0.8744 3.9933 0.5222 -2.4279 -0.0092
Asset Allocation
Holdings
Company Name% Hold
Maruti Suzuki 7.16
Schaeffler India 4.31
Hind. Unilever 3.85
Cummins India 3.56
Bayer Crop Sci. 3.14
United Spirits 3.13
United Breweries 3.07
Nestle India 3.05
ICRA 2.60
Vedanta 2.46
Gland Pharma 2.45
P & G Hygiene 2.29
Pfizer 2.26
3M India 2.18
ZF Commercial 2.14
CRISIL 2.11
Honeywell Auto 2.10
Bosch 1.97
Glaxosmi. Pharma 1.95
Swiggy 1.86
Gillette India 1.78
A B B 1.62
Asahi India Glas 1.53
Mphasis 1.47
Hyundai Motor I 1.42
Whirlpool India 1.36
Travel Food 1.29
Siemens 1.23
Sumitomo Chemi. 1.20
Escorts Kubota 1.20
P & G Health Ltd 1.14
Motherson Wiring 1.11
SBFC Finance 1.10
Timken India 1.10
Fortis Health. 1.09
Grindwell Norton 1.09
Hexaware Tech. 1.06
Linde India 1.03
LG Electronics 1.01
Eureka Forbes 0.93
Aptus Value Hou. 0.92
Coforge 0.87
Thomas Cook (I) 0.83
360 ONE 0.82
DOMS Industries 0.81
Colgate-Palmoliv 0.79
Abbott India 0.79
Hitachi Energy 0.78
RBL Bank 0.74
Bata India 0.73
Sapphire Foods 0.71
Blue Dart Expres 0.70
SKF India Indus. 0.69
Sanofi Consumer 0.65
Carraro India 0.55
Sanofi India 0.53
AWL Agri Busine. 0.52
Heidelberg Cem. 0.51
Esab India 0.49
Orkla India 0.49
Meesho 0.48
KSB 0.47
RHI Magnesita 0.34
Nippon Life Ind. 0.30
Westlife Food 0.28
Cohance Life 0.25
Siemens Ener.Ind 0.21
Sparkle GoldRock 0.01
C C I 0.69
Cash & Bank Balance 0.00
Net CA & Others -0.24
Margin (Future and Options) 0.29
Cognizant Technology Solutions Cl A Com Stk 0.58
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