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Aditya Birla SL Mfg. Equity Fund(G)-Direct Plan

Aditya Birla SL Mfg. Equity Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+17.01%

5Y annualised

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NAV : 27 Aug 2026

₹45.09

Min. SIP amount

₹100

Fund size (AUM)

1266 Cr

Expense ratio

1.33%

Launched on

03 Feb 2015

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
4,21,036

Stock Allocation

Stock nameSectorAllocation
Wabco India LimitedAutomobile & Ancillaries7.46%
Td Power Systems LimitedCapital Goods4.15%
Hindalco Industries LimitedNon - Ferrous Metals3.99%

Fund Composition

1266 Cr

Large Cap

31.76%

Mid Cap

22.95%

Small Cap

36.49%

Others

8.80%

Sector Allocation

1266 Cr

Automobile & Ancillaries

35.19%

Capital Goods

11.08%

Healthcare

7.78%

Iron & Steel

7.63%

Non - Ferrous Metals

7.12%

Domestic Equities

4.76%

Crude Oil

4.33%

Chemicals

4.25%

Others

17.06%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 90D, Nil after 90D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

DJ

Dhaval Joshi

Present

Similar/Peer Fund Comparison

Fund name
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S

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A

Aditya Birla SL Mfg. Equity Fund(G)-Direct Plan

+23.54%
M

Motilal Oswal Active Momentum Fund(G)-Direct Plan

+0.00%
K

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H

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Q

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P

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FAQs

Aditya Birla SL Mfg. Equity Fund(G)-Direct Plan is a part of Aditya Birla Sun Life AMC Limited, it was incepted on 03 Feb 2015. This fund is managed by Dhaval Joshi. It is a Equity type of fund.

The current NAV of Aditya Birla SL Mfg. Equity Fund(G)-Direct Plan is ₹45.09 (as of 27 Aug 2026).

Aditya Birla SL Mfg. Equity Fund(G)-Direct Plan has delivered 29.89% in 1 year, 23.54% in 3 years, and 17.01% in 5 years (annualised).

The minimum SIP amount for Aditya Birla SL Mfg. Equity Fund(G)-Direct Plan is ₹100.

The expense ratio of Aditya Birla SL Mfg. Equity Fund(G)-Direct Plan is 1.33%.

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