With 24.44% SIP Returns In 2 Years, This Thematic Mutual Funds Is Good For SIP

When you first begin your financial journey, you may be examining the differences between several mutual fund types and plans. Investing in mutual funds is a safer bet for good returns. Equity mutual funds, particularly the thematic mutual fund are one of the investor's most searched funds. These funds offer good returns as well as give investors to invest in themed based funds. In this article, we have given insights into the one thematic fund that has offered promising returns over the years.

Aditya Birla Sun Life Manufacturing Equity Fund - Direct Plan-Growth

This is a thematic fund launched on 31st January 2015 by the Aditya Birla Mutual Fund. This is an open-ended medium size find of its category. The fund's Asset Under Management is worth Rs 665.14 Crore. The NAV of this fund is Rs 21.13 declared on 12th April 2022. It has an expense ratio of 1.72%, which is higher than its category average. 

This fund is highly risky. The risk involved in investing in this scheme could impact the return as well. The benchmark of this fund is S&P BSE India manufacturing TRI. The fund's scheme to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity-related securities of companies engaged in Manufacturing activity. For investment in this fund, the minimum amount required is Rs 1000 for lump-sum payment as well as for SIP. 

Absolute And Annualised Returns

Lump-Sum Investment Returns

Since its launch, it has delivered 10.96% average annual returns.

Investment Period	Absolute Returns	Annualised Returns
1 Year	19.18%	19.18%
2 Year	82.94%	35.09%
3 Year	55.60%	15.86%
5 Year	63.29%	10.30%
Since Inception	111.30%	10.96%

SIP Returns

SIP Period	Absolute Returns	Annualised Returns
1 Year	3.02%	5.66%
2 Year	24.44%	22.60%
3 Year	36.90%	21.50%
5 Year	42.42%	14.12%

 

Portfolio

The fund invests 92.54 per cent of its assets in Indian stocks, with 44.9 per cent in Large-cap stocks, 31.88 per cent in mid-cap stocks, and 10.44 per cent in small-cap equities.

The majority of the fund's assets are invested in the Consumer Staples, Metals & Mining, Healthcare, Materials, and Chemicals sectors. When compared to other funds in the category, it has acquired less exposure in the Consumer Staples, Metals, and Mining sectors.

The fund's top holdings are in Reliance Industries Ltd., Dr Reddy's Laboratories Ltd., Aarti Industries Ltd., Tata Steel Ltd., and Hindalco Industries Ltd.

 

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.