Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Manufacturing Equity Fund | ABSL Manufacturing Equity Fund - ABSLMF

Aditya Birla Sun Life Manufacturing Equity Fund

(An open ended equity scheme following in the Manufacturing theme)

Class: Equity
Category: Thematic

Investment Objective

India’s first Manufacturing Oriented Fund, it is a thematic strategy geared to benefit from Indian economy’s next big leap – Resurgence of the Indian manufacturing sector.

This product is suitable for investors who are seeking

  • long term capital growth
  • Investments in equity and equity related securities of companies engaged in manufacturing sector
  • Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Product Videos: Know Your Fund


Value Added Products:

Systematic Investment Plan - Available Online & Offline for Direct & Regular investors to iron out intermittent market volatility and enable long term savings

Salient features of SIP:

Step-up SIP – This facility lets investors enhance the SIP amount during regular intervals. This allows you to make the most out of your SIP investments by increasing your contributions towards those schemes that are performing well. Additionally, you can also increase your investment amount when there is a hike in your pay.

Multi Scheme SIP Facility - The Facility enables investors to subscribe under various Schemes through SIP using a single application form and payment instruction.

Systematic Transfer Plan (STP) allows investors to save in both asset classes by transfering a fixed amount from one scheme and invest in another scheme

Investors have the option of:

  • Daily Systematic Transfer Plan
  • Weekly Systematic Transfer Plan
  • Monthly Systematic Transfer Plan
  • Quarterly Systematic Transfer Plan


Minimum Balance in the scheme at the time of enrollment for STP facility:

  • Daily Systematic Transfer Plan: Minimum balance in the scheme at the time of enrollment should be Rs.10,000/-
  • Weekly Systematic Transfer Plan: Minimum balance in the scheme at the time of enrollment should be Rs.6000
  • Monthly Systematic Transfer Plan: Minimum balance in the scheme at the time of enrollment should be Rs.6000
  • Quarterly Systematic Transfer Plan: Minimum balance in the scheme at the time of enrollment should be Rs.8000

Minimum Transfer Amount

For STP installments greater than Rs.500 but less than Rs.999, Investors are required to instruct for minimum 12 transfers of Rs.500 and in multiples of Re. 1thereafter. For STP installments of Rs.1000 and above, Investors are required to instruct for minimum 6 transfers of Rs.1000 and in multiples of Re. 1 thereafter.

Systematic Withdrawal Plan allows investors to withdraw a fixed amount of money from their mutual fund to build sustainable income streams while saving on Tax also

Investors have the option of:

Fixed Withdrawal - which allows investors of the Growth Plan to withdraw a fixed amount at regular intervals. Investors can withdraw fixed amount of Rs1,000/- each and above at regular intervals.

Appreciation Withdrawal - which allows investors of Growth Plan to withdraw the appreciation amount at regular intervals. Investors can withdraw appreciation of Rs1,000/- and above at regular intervals.

Withdrawal Frequency:

For Fixed Withdrawal Option: Investors can withdraw fixed amount on 1 or 7 or 10 or 14 or 20 or 21 or 28 of month/quarter/Half yearly and Annually for minimum 6 months/ 4 quarter/2 half years and 1 year. For Appreciation Withdrawal Option: Investors can withdraw appreciation on the 1 of each month/quarter for minimum 6 months/ 4 quarter.

Capital Appreciation Transfer Plan (CATP) allows investors to preserve their capital and transfer only capital appreciation to another asset class / scheme at regular intervals

Fund Details

  • Fund Type - Open-Ended
  • Class - Equity
  • Category - Thematic
  • Min Investment - Rs. 1000/-
  • Fund Manager - Mr. Anil Shah
  • Latest NAV - 12.66 (as on 11-Dec-2019)
  • Inception Date - Jan 31, 2015
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Fund Performance

Trailing Return

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Funds are bucketed on various parameters with respect to other funds in their category.
*Annualized returns are displayed for 1 year and above.

Annualized Returns

Fund Management

  • Mr. Anil Shah

    Total Experience : 26 years

    View Full Profile
    Anil Shah is a Senior Fund Manager with Aditya Birla Sun Life AMC Limited (ABSLAMC). Anil brings with him close to three decades of rich professional experience in Indian equity markets. As a Senior Fund Manager, Anil executes and regularly reviews the investment strategy for Equity portfolios.

    Prior to joining ABSLAMC in 2012, Anil was a part of RBS Equities (India) Limited (formerly known as ABN AMRO Asia Equities (India) Limited) for around 15 years.

    He is a CA and Cost Accountant by qualification.
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Your Investment Summary

  • Investment AmountRs 5000
  • Initial units per month 29.5
  • Current valueRs 50,000
  • Current NAV value 260
  • Current Units 30
  • XIRR

    Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.

    5.10%
  • Benchmark XIRR

    Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.

    8%

Portfolio and Sector Holdings

Top 10 Holdings (As on 31.10.2019)

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Issuer % to Net Assets
Top 10 Sector Holdings Chart

Fund Summary

Entry Load
Exit Load
Load Comments
N.A.
For redemption/switch out of units within 365 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch out of units after 365 days from the date of allotment: Nil.
Exit Load of 1% for redemption/switch out of units after 365 days from the date of allotment: Nil.

Highlights

  • Invests in companies engaged in manufacturing activity
  • Diversified portfolio strategy
  • Potential of higher wealth creation

Take Advantage Of India's Manufacturing Growth. INVEST NOW.

India is set to be the next manufacturing superpower with the government's focus now on the sector. The government is aiming at a GDP contribution of 25% from manufacturing (Source: National Manufacturing Policy). With this, India is set to witness a manufacturing dream run. What will happen if this becomes a reality?
Investors should profit!

Highlights

  • Invests in companies engaged in manufacturing activity
  • Diversified portfolio strategy
  • Potential of higher wealth creation

Why invest in the Manufacturing Sector now?

7 reasons why manufacturing is the place to be for the Indian investor

  • Strong GDP growth rate
    We expect the push by the government to stimulate the investment cycle which will drive a cyclical economic recovery with average GDP growth of 7% over the next 5 years.
  • Improving Domestic Macros
    On the domestic front we have seen significant improvement in major macro parameters – inflation, interest rates, CAD, fiscal deficit and foreign currency reserves providing comfort to investors about the medium to long-term investment trend in Indian equities.
  • Election 2014 - The Game Changer
    India's first majority government in 30 years has led to a surge in investor optimism and confidence over the future of India's economy and equity markets.
  • Thrust on Manufacturing
    The Modi-led BJP government's priority is the revival of the manufacturing sector. As per the National Manufacturing Policy (NMP), it plans to ramp up the share of manufacturing in the country's GDP from 15% to 25% and create 100 million jobs by 2022 in the sector.
  • Easing interest rate environment
    With interest rates expected to come down, manufacturing companies are likely to have a major leg up for profitability and growth.
  • Direct play on growth
    Markets sense and factor growth ahead of time. As growth becomes visible on the ground level, the sector does better than all other major themes. This is because manufacturing is a direct play on growth whereas others derived themes on growth
  • FII and FDI flows
    India has received $312 Billion in FDI flows over the past10 years (FY2004-FY2014). India continues to enjoy a major share in fund flows and portfolio flows are expected to double in coming periods. Countries like U.S, China and Japan have committed $180 Billion to India over the next 3 years.

Factors that will make Indian Manufacturing a reality

  • India to account for 25% of the addition in the global working age population. India to add ~1 million people every month to its working age population in the next decade.
  • Large Local and export opportunity across sectors.
  • India's low cost of manufacturing compared to the rest of the world.
  • Newly elected majority government led by Narendra Modi is expected to lead policy changes, large scale project approval and job creation.

The Indian Manufacturing Advantage

  • Low-cost labour force
    India's manufacturing wages are among the lowest worldwide, averaging $1.5 per hour.
  • Demographic dividend
    Around 64% of India's population is expected to be in the age bracket of 15–59 years by 2025 making India a destination for English speaking, young, skilled and cost-efficient workforce.
  • Growing domestic market
    India's consumer spending is set to grow 4x by 2020 making it a nation with rapid economic growth providing a large domestic market for manufacturers.
  • Abundant Natural resources
    India's vast reservoirs from coal to bauxite, gas to iron ore, have made it self-reliant in terms of terms of resources needed to become a manufacturing powerhouse.
  • Easing interest rate environment
    With interest rates expected to come down, manufacturing companies are likely to have a major leg up for profitability and growth.
  • Favourable currency
    The rupee's falling value against the dollar makes Indian exports increasingly competitive.

Aditya Birla Sun Life Manufacturing Equity Fund

An investment opportunity, with the potential to help you realise your goals of long-term returns. This is your chance to benefit from the Indian manufacturing story. Birla Sun Life Manufacturing Equity Fund aims to maintain a diversified portfolio with a universe covering a vast range of 22 sectors (As per NIC) focussed on manufacturing, with stocks that will be handpicked by the experts of a fund house having a legacy of over 20 years; known for its innovative products & services. In yet another industry first, "Birla Sun Life Manufacturing Equity Fund" is an open-ended fund focused to tap key potential of the Indian Manufacturing Story!

Some of the key sectors that the Aditya Birla Sun Life Manufacturing Equity Fund will invest in:

 
1

Automobiles & Auto Ancillaries

2

Pharmaceuticals

3

Capital Goods

4

Consumer Goods

5

Cement

6

Metals

7

Railways

8

Defence

9

Textile And many more.

 

Discipline

The scheme targets to maintain sector exposure within a certain range of the sectoral weight in the benchmark index i.e. S&P BSE 200 TRI, in order to maintain diversification and avoid excessive concentration in a single sector. This discipline also reduces overdependence on a particular industry, aiming to give stability to your portfolio.

Aditya Birla Sun Life Manufacturing Equity Fund

(An open ended equity scheme following in the Manufacturing theme)

This product is suitable for investors who are seeking

  • long term capital growth
  • Investments in equity and equity related securities of companies engaged in manufacturing sector
  • Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Show More

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Disclaimer

For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.

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