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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) 6303.57
 
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 1.11 3.92 6.43 7.14 3.62 19.86 21.96 15.54
Category Avg 1.01 2.19 4.57 7.16 7.39 18.47 21.34 15.25
Category Best 3.61 5.71 13.62 21.93 26.41 33.02 34.64 46.44
Category Worst -1.17 -4.48 -3.95 -3.19 -12.58 1.67 8.08 -19.04
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 [%]
1.1312 4.6169 0.8528 1.8955 -0.0542
Asset Allocation
Holdings
Company Name% Hold
Reliance Industr 3.86
Infosys 3.76
Shriram Finance 3.38
Welspun Corp 3.07
Tech Mahindra 2.95
Axis Bank 2.93
NTPC 2.89
Minda Corp 2.83
Multi Comm. Exc. 2.60
HDFC Bank 2.44
Granules India 2.19
Jindal Steel 2.09
Kotak Mah. Bank 2.03
Vedanta 1.98
ICICI Bank 1.82
B H E L 1.78
Sobha 1.77
PNB Housing 1.75
Kalpataru Proj. 1.72
Ambuja Cements 1.71
Apollo Hospitals 1.71
Adani Ports 1.64
Canara Bank 1.61
LTIMindtree 1.56
Hero Motocorp 1.54
Sun Pharma.Inds. 1.53
M & M 1.47
Federal Bank 1.37
Grasim Inds 1.37
Astral 1.33
OneSource Speci. 1.30
Angel One 1.16
Sonata Software 1.10
Cyient 1.10
Carborundum Uni. 1.09
Larsen & Toubro 1.08
Bharat Electron 1.08
SBI 1.04
Mahanagar Gas 1.03
ICICI Lombard 1.02
SBI Life Insuran 1.01
Tube Investments 1.00
Torrent Pharma. 1.00
P I Industries 0.96
Exide Inds. 0.94
Pitti Engg. 0.92
Anant Raj 0.90
Asahi India Glas 0.89
PCBL Chemical 0.89
Swiggy 0.89
The Ramco Cement 0.84
Balrampur Chini 0.84
Pricol Ltd 0.81
H P C L 0.78
Cyient DLM 0.77
Aptus Value Hou. 0.76
Craftsman Auto 0.75
HCL Technologies 0.73
NMDC 0.71
Samhi Hotels 0.66
Power Mech Proj. 0.65
IDFC First Bank 0.54
Strides Pharma 0.54
Praj Industries 0.49
ITC 0.47
VRL Logistics 0.44
Emami 0.39
Indiqube Spaces 0.35
Shivalik Bimetal 0.30
Chola Financial 0.25
C C I 1.76
Cash & Bank Balance
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