Mutual Fund- Birla

Aditya Birla MNC Fund

By Rajendra

Apr 21, 2023

image source -Unsplash

Scheme Analysis

Thick Brush Stroke

Birla MNC Fund

Category 

MNC Theme

Inception

Dec 27, 1999

Benchmark

Nifty MNC

Scribbled Arrow

AUM  - 2,946 Cr

Fund Manager

Chanchal Khandelwal

Top 5 Holding

Honeywell

Forties Healthcare

ICRA

Bayer

Schaeffler

7.40

6.12

5.65

5.39

4.87

Total  -  29.43

MNC Fund primarily in equity and equity related securities of multinational companies (MNCs).

Consumer Durable

Personal Products

Pharma

Thick Brush Stroke

Top 5 Sector 

9.69

8,81

8.41

8.17

7.40

Industrial 

Auto

These established market players have the potential to achieve Long term capital growth

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 3 Monthr - 1.00%

Scribbled Arrow

As on  3  Apr. 2023

1 Year

3 Year

5 Year

Period

Returns

-6.80%

10.98%

3.60%

Birla MNC Fund

A monthly SIP of Rs 10,000 since inception, would have grown to Rs 2.78 Cr.

Thick Brush Stroke

SIP Performance

Exit Load

upto 3 month - 1%

Scribbled Arrow

As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Value

11,258

35,993

63,803

Returns

-11.31%

-0.01%

2.43%

Monthly SIP of 1,000

Birla MNC Fund