Overview (as on 09 Apr 2021)

NAV

₹42.96

1y returns

91.615%

Fund AUM

₹474 Cr

Expense Ratio

1.84%

Min SIP

₹1,000

Min Lumpsum

₹1,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Industrials
61.30%
Basic Materials
21.31%
Utilities
6.00%
Communication
5.04%
Financial Services
3.26%
Energy
3.09%
Size Breakup
Small Cap
44.92%
Large Cap
39.02%
Mid Cap
16.06%

Key Metrics

Beta 

1.13

Std deviation 

25.7%

Sharpe Ratio 

0.35

Holdings

Fund Details

Investment Objectives
"An Open-ended growth scheme with the objective to providing for medium to long-term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of companies that are participating in the growth and development of Infrastructure in India."
Scheme Name
Aditya Birla Sun Life Infrastructure Fund Direct Plan Growth
Scheme Document
Exit Load

For 0 - 30 Days: 1%

After 30 Days : 0%

Plan Started
01 January, 2013
Fund Manager
Vineet Maloo
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
NA
Phone
+912243568110/8111
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road

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Aditya Birla Sun Life Infrastructure Fund Direc...

NAV

₹42.96

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Vineet Maloo
Vineet Maloo

leader

Qualifications
B.Com., C.A.
Work Experience
"Has around 5 years of experience. He had been providing analytical support to the Chief Financial Officer of Hindalco Industries Limited, prior to which he has worked with Aditya Birla Management Corporation Ltd. & M/s. D. K. Chhajer & Co., Chartered Accountants."

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