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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) 6924.62
 
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 -0.97 -0.39 7.44 13.03 12.71 13.06 13.72 15.24
Category Avg -0.95 -1.81 7.03 10.28 4.66 12.44 12.21 13.23
Category Best 5.85 12.05 28.40 39.89 34.34 36.17 23.71 42.14
Category Worst -2.60 -6.56 -1.86 -7.10 -17.65 -4.61 -0.21 -12.52
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 [%]
1.1057 5.1377 0.5973 2.0283 0.0509
Asset Allocation
Holdings
Company Name% Hold
HDFC Bank 3.97
Shriram Finance 3.58
SBI 3.48
ICICI Bank 3.37
Swiggy 3.22
Welspun Corp 3.17
Minda Corp 3.07
Reliance Industr 2.93
Tech Mahindra 2.73
B H E L 2.38
Axis Bank 2.35
Adani Enterp. 2.23
PNB Housing 2.22
LTM 2.21
Apollo Hospitals 2.11
Infosys 2.03
NTPC 1.96
Grasim Inds 1.93
HDFC Life Insur. 1.89
Multi Comm. Exc. 1.82
Jindal Steel 1.76
Kalpataru Proj. 1.74
Astral 1.71
Granules India 1.68
Tube Investments 1.66
Adani Ports 1.61
ITC 1.58
Ambuja Cements 1.46
Vedanta Aluminiu 1.40
Mphasis 1.35
Cyient DLM 1.31
Pitti Engg. 1.26
Sonata Software 1.19
Cyient 1.13
Pricol Ltd 1.12
SBI Life Insuran 1.11
GMR Airports 1.10
Craftsman Auto 1.10
DLF 1.02
Union Bank (I) 0.99
Aptus Value Hou. 0.97
Carborundum Uni. 0.97
OneSource Speci. 0.97
Angel One 0.90
Balrampur Chini 0.89
Sobha 0.87
Asahi India Glas 0.84
Mahanagar Gas 0.79
NMDC 0.77
Anant Raj 0.77
Bharat Electron 0.75
Ajanta Pharma 0.72
Power Mech Proj. 0.71
PCBL Chemical 0.71
P I Industries 0.66
Adani Green 0.63
Strides Pharma 0.54
Sun Pharma.Inds. 0.49
Tata Steel 0.48
Adani Power 0.46
Samhi Hotels 0.46
Praj Industries 0.46
Piramal Finance. 0.46
Vedanta 0.40
Ujjivan Small 0.33
Capillary Tech. 0.30
Indiqube Spaces 0.29
TREPS 1.49
Net CA & Others -0.06
Margin amount for Derivative 1.08
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