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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) 6738.62
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 31.4 % NA
Date 24-Jul-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 0.12 1.18 7.53 8.54 14.74 16.30 14.54 15.35
Category Avg 0.19 2.30 8.31 6.51 8.91 15.24 13.72 14.04
Category Best 2.77 8.96 23.74 31.45 33.66 42.17 24.88 43.44
Category Worst -11.81 -9.43 -3.65 -9.58 -13.80 -1.74 1.67 -11.07
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 [%]
1.1010 5.1396 0.5921 2.4038 0.0381
Asset Allocation
Holdings
Company Name% Hold
Shriram Finance 3.47
SBI 3.46
ICICI Bank 3.42
Swiggy 3.35
Axis Bank 3.21
Minda Corp 3.10
Tech Mahindra 3.10
Reliance Industr 3.09
HDFC Bank 3.06
Welspun Corp 2.84
Apollo Hospitals 2.71
Adani Enterp. 2.70
NTPC 2.41
Infosys 2.39
B H E L 2.25
LTM 2.18
PNB Housing 2.09
HDFC Life Insur. 1.96
Multi Comm. Exc. 1.94
Grasim Inds 1.83
Adani Ports 1.76
Granules India 1.72
Tube Investments 1.69
Astral 1.68
Jindal Steel 1.67
Kalpataru Proj. 1.65
Ambuja Cements 1.51
Vedanta Aluminiu 1.50
Sonata Software 1.35
Mphasis 1.34
GMR Airports 1.27
SBI Life Insuran 1.23
ITC 1.19
Pitti Engg. 1.08
Angel One 1.08
Cyient DLM 1.07
OneSource Speci. 1.06
DLF 1.00
Pricol Ltd 1.00
Craftsman Auto 0.99
Sobha 0.97
Carborundum Uni. 0.96
Aptus Value Hou. 0.88
Mahanagar Gas 0.85
Anant Raj 0.82
Asahi India Glas 0.79
P I Industries 0.79
Balrampur Chini 0.77
Power Mech Proj. 0.74
Adani Green 0.73
PCBL Chemical 0.73
Bharat Electron 0.72
Ajanta Pharma 0.71
Cyient 0.66
Union Bank (I) 0.58
Strides Pharma 0.56
Samhi Hotels 0.54
NMDC 0.52
Sun Pharma.Inds. 0.50
Federal Bank 0.44
Praj Industries 0.43
Vedanta 0.39
Indiqube Spaces 0.27
Capillary Tech. 0.16
Ujjivan Small 0.14
TREPS 0.87
Reverse Repo 0.86
Net CA & Others 0.11
Margin amount for Derivative 1.11
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