Mutual Fund- Birla

Aditya birla MNC fund

By Rajendra

Sep 24, 2022

image source -Unsplash

Scheme Analysis

Thick Brush Stroke

Birla MNC Fund

Category 

Value

Inception

Dec 27, 1999

Benchmark

Nifty MNC

Scribbled Arrow

AUM  - 3,705 Cr

Fund Manager

Chanchal Khandelwal

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

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

Top 5 Holding

Honeywell

Bayer Crop

Forties Healthcare

Gillette

Schaeffler

7.42

6.86

6.14

5.40

5.32

Total  -  31.14

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

Consumer Durable

Personal Products

Pharma

Thick Brush Stroke

Top 5 Sector -49.58%

12.62

11.96

9.82

7.76

7.42

Industrial 

Auto

Thick Brush Stroke

SIP Performance

Exit Load

upto 90 days - 1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

58 Month

Period

Value

12,436

42,105

73,872

Returns

6.86%

10.47%

8.26%

Monthly SIP of 1,000

Thick Brush Stroke

Scheme Performance

Exit Load

upto 90 days - 1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

0.53%

12.05%

7.52%