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Snapshot
Snapshot
Aditya Birla SL Value Fund (IDCW)
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Summary
Fund Name : Aditya Birla Sun Life Mutual Fund
Scheme Name : Aditya Birla SL Value Fund (IDCW)
AMC : Aditya Birla Sun Life Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 17-Jan-08
Fund Manager : Kunal Sangoi
Net Assets:(Rs. cr) 6258.94
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 26.59 % NA
Date 25-Jul-25 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 -3.06 -6.52 -5.07 0.16 9.16 18.27 15.07 14.89
Category Avg -3.49 -6.48 -5.69 -4.59 8.57 16.61 14.61 11.40
Category Best 0.54 4.10 9.45 14.09 41.99 32.39 27.39 40.36
Category Worst -6.04 -15.55 -20.84 -21.55 -12.59 0.80 3.30 -21.55
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 [%]
1.1546 4.6014 0.8867 1.7935 0.0189
Asset Allocation
Holdings
Company Name% Hold
Reliance Industr 3.87
Infosys 3.64
Shriram Finance 3.54
Axis Bank 3.31
Multi Comm. Exc. 2.92
NTPC 2.86
Tech Mahindra 2.84
Welspun Corp 2.65
Minda Corp 2.65
Kotak Mah. Bank 2.60
Vedanta 2.50
Apollo Hospitals 2.40
Swiggy 2.10
Adani Ports 2.05
Granules India 2.03
PNB Housing 1.95
B H E L 1.91
ICICI Bank 1.88
LTIMindtree 1.79
SBI 1.77
HDFC Bank 1.72
Kalpataru Proj. 1.71
Hero Motocorp 1.59
Grasim Inds 1.59
Astral 1.54
Sun Pharma.Inds. 1.52
Jindal Steel 1.51
Ambuja Cements 1.46
Federal Bank 1.32
Tube Investments 1.31
Bharat Electron 1.30
Torrent Pharma. 1.22
HDFC Life Insur. 1.22
Sobha 1.21
Angel One 1.10
SBI Life Insuran 1.06
Carborundum Uni. 1.00
Mahanagar Gas 0.99
Sonata Software 0.97
OneSource Speci. 0.95
M & M 0.95
Pricol Ltd 0.93
Adani Enterp. PP 0.91
Pitti Engg. 0.89
IDFC First Bank 0.88
Cyient 0.87
Asahi India Glas 0.87
P I Industries 0.85
Larsen & Toubro 0.84
Craftsman Auto 0.81
NMDC 0.77
PCBL Chemical 0.76
Aptus Value Hou. 0.76
Anant Raj 0.74
Balrampur Chini 0.67
Power Mech Proj. 0.54
Cyient DLM 0.54
Samhi Hotels 0.53
Canara Bank 0.51
Strides Pharma 0.50
Praj Industries 0.47
VRL Logistics 0.44
Bank of Maha 0.40
Emami 0.34
Adani Power 0.29
Indiqube Spaces 0.29
Shivalik Bimetal 0.27
Capillary Tech. 0.18
C C I 3.45
Cash & Bank Balance
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