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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) 6410.90
 
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 0.93 1.08 3.18 1.33 4.06 19.92 17.91 15.41
Category Avg -0.09 -0.52 -1.20 -0.61 6.22 18.34 17.37 13.82
Category Best 7.97 7.54 8.01 9.40 29.46 31.12 29.58 39.84
Category Worst -2.72 -6.78 -9.18 -15.06 -15.14 2.35 5.37 -17.60
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 -0.0039
Asset Allocation
Holdings
Company Name% Hold
Reliance Industr 4.26
Infosys 3.75
Shriram Finance 3.56
Tech Mahindra 3.25
Multi Comm. Exc. 2.98
Axis Bank 2.97
NTPC 2.78
Minda Corp 2.74
Welspun Corp 2.55
Vedanta 2.39
Kotak Mah. Bank 2.32
Granules India 2.28
Swiggy 2.24
Adani Ports 1.98
Apollo Hospitals 1.97
PNB Housing 1.94
B H E L 1.89
ICICI Bank 1.78
LTIMindtree 1.63
Kalpataru Proj. 1.62
Hero Motocorp 1.57
Sobha 1.57
M & M 1.54
Ambuja Cements 1.49
HDFC Bank 1.48
Federal Bank 1.42
SBI 1.41
Astral 1.25
Sun Pharma.Inds. 1.25
OneSource Speci. 1.24
Grasim Inds 1.19
Sonata Software 1.17
Angel One 1.08
Torrent Pharma. 1.06
Cyient 1.04
SBI Life Insuran 1.03
Carborundum Uni. 1.02
Jindal Steel 1.02
IDFC First Bank 1.00
Pricol Ltd 1.00
Bharat Electron 0.99
ICICI Lombard 0.98
Asahi India Glas 0.96
Exide Inds. 0.96
Canara Bank 0.95
Mahanagar Gas 0.90
P I Industries 0.86
Craftsman Auto 0.85
Tube Investments 0.85
Larsen & Toubro 0.79
Pitti Engg. 0.78
NMDC 0.77
Anant Raj 0.75
Aptus Value Hou. 0.75
PCBL Chemical 0.73
Cyient DLM 0.70
Adani Enterp. PP 0.69
HDFC Life Insur. 0.66
Balrampur Chini 0.61
Power Mech Proj. 0.58
Samhi Hotels 0.58
Strides Pharma 0.51
The Ramco Cement 0.49
HCL Technologies 0.49
Praj Industries 0.46
Bank of Maha 0.43
Mphasis 0.42
VRL Logistics 0.41
Emami 0.37
Indiqube Spaces 0.34
Shivalik Bimetal 0.27
Capillary Tech. 0.23
C C I 1.18
Reverse Repo 0.78
Cash & Bank Balance
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