Overview (as on 24 Sep 2020)

NAV

₹146.47

1y returns

-1.39%

Fund AUM

₹3,795 Cr

Expense Ratio

2.06%

Min SIP

₹1,000

Min Lumpsum

₹1,000

Fund Performance

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Monthly SIP
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For Time Period
5 years
Total investment
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Pre-Tax
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Asset Allocation

Sector Allocation
Health
20.11%
Defensive
17.76%
Industrials
15.37%
Basic Materials
15.18%
Financial Services
15.03%
Consumer
11.34%
Tech
5.20%
Size Breakup
Mid Cap
63.46%
Large Cap
24.41%
Small Cap
12.13%

Key Metrics

Beta 

0.82

Std deviation 

16.29%

Sharpe Ratio 

-0.01

Top 10 Holdings

Fund Details

Investment Objectives
An Open-ended growth scheme with the objective to achieve long-term growth of capital at relatively moderate levels of risk by making investments in securities of multi-national companies through a research based investment approach.
Scheme Name
Aditya Birla Sun Life MNC Fund Dividend Payout
Scheme Document
Exit Load

For 0 - 365 Days: 1%

After 365 Days : 0%

Plan Started
22 April, 1994
Fund Manager
Ajay Garg
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
NA
Phone
NA
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road

Other Related Plans

Peer Funds

Aditya Birla Sun Life MNC Fund Dividend Payout

NAV

₹146.47

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Ajay Garg
Ajay Garg

Manager

Qualifications
B.E.(Electronics), MBA (Finance)
Work Experience
Working with the AMC since Jan, 2003. Prior to this worked with Birla Sun Life Securities Ltd. Total Work Experience of 15 years in financial services.

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