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Enter a Single character of a Scheme :
21 Aug 2026 | 22:08 IST
Aditya Birla SL Infrastructure Fund-Direct (IDCW)
Summary Info
Fund Name : Aditya Birla Sun Life Mutual Fund
Scheme Name : Aditya Birla SL Infrastructure Fund-Direct (IDCW)
AMC : Aditya Birla Sun Life Mutual Fund
Type : OPEN
Category : Equity Theme - Infrastructure
Launch Date : 01-Jan-13
Fund Manager : Jonas Bhutta
Net Assets:(Rs. cr) 1231.41
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % 28.13 % NA
Date 23-Oct-25 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 1000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns 0.08 2.47 8.65 12.91 15.58 19.96 20.45 15.33
Category Avg -0.50 0.25 3.70 6.64 8.21 19.19 20.05 14.53
Category Best 0.66 4.23 8.65 14.66 21.97 26.77 24.24 21.08
Category Worst -1.28 -2.23 -2.17 -3.86 -5.75 10.97 11.84 7.52
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.9753 5.6152 0.6915 2.2661 0.0479
Holdings Date :31-Jul-26
Company Name% Hold
Larsen & Toubro 5.06
Bharti Airtel 5.05
Reliance Industr 3.85
UltraTech Cem. 3.29
NTPC 3.24
GMR Airports 3.01
Indo-MIM 2.61
Interglobe Aviat 2.28
ACME Solar Hold. 2.24
SPR Auto Technol 2.22
J K Cements 2.12
Brigade Enterpr. 2.00
B H E L 1.96
Hind.Aeronautics 1.92
Kirl. Brothers 1.91
Grindwell Norton 1.91
Apollo Hospitals 1.90
ICICI Bank 1.84
Jindal Steel 1.82
Greenply Industr 1.81
Ingersoll-Rand 1.81
Volt.Transform. 1.66
Sobha 1.62
Adani Ports 1.58
SBI 1.57
Ambuja Cements 1.53
Shivalik Bimetal 1.50
AIA Engineering 1.42
A B B 1.39
H P C L 1.38
Cummins India 1.38
Schaeffler India 1.37
Power Mech Proj. 1.35
Samhi Hotels 1.34
Bharat Electron 1.34
Siemens 1.30
Carborundum Uni. 1.29
Sansera Enginee. 1.25
Petronet LNG 1.21
Kalpataru Proj. 1.19
Sona BLW Precis. 1.19
Axis Bank 1.16
Craftsman Auto 1.13
Ahluwalia Contr. 1.12
Kirloskar Oil 1.10
Vedanta Aluminiu 1.09
Hindalco Inds. 1.03
Aptus Value Hou. 1.03
H.G. Infra Engg. 1.02
TD Power Systems 1.00
Thermax 0.99
Afcons Infrastr. 0.83
Lohia Corp 0.81
Cyient DLM 0.72
JSW Infrast 0.64
Praj Industries 0.55
TREPS 3.25
Net CA & Others -0.29
Margin amount for Derivative 1.10
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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