Aditya Birla Sun Life MNC Fund (G)- A Perfect Blend of Stability & Growth

Investors are constantly in search of schemes that can provide them with high returns and have low risk associated with them. Now, what they basically do is analyze the past performance and if a scheme has provided good returns, then it is good and if it has provided returns of less than 6% than that scheme is bad. Well, this is not at all true as the future of a scheme can't be decided from its past performance. In this post, we are going to analyze Aditya Birla Sun Life MNC Fund, and are going to see that why this scheme is a perfect option for future growth.

Scheme Overview

The fund was launched on Apr 22, 1994, under the thematic equity category and with the objective to provide long-term capital growth by investing predominantly in stocks of multinational companies. This scheme follows the philosophy that MNCs are established companies, so the risk associated with them is also low, thus making an investment in these stocks will provide an additional safety to the fund. This scheme has performed really well over the years by following this investment style. As on Jul 19, 2018, Aditya Birla Sun Life MNC Fund NAV is Rs 734.98, and the assets under management as recorded on Jun 30, 2018, are worth Rs 3,344 crores. It has an annual expense ratio of 2.29% (as on Jun 30, 2018), and an exit load of 1% will also be charged if you redeem your investments before 365 days. You can start an investment in this scheme on MySIPonline with a minimum amount of Rs 1000 through lump-sum as well as SIP. Now, let's have look at how funds are distributed among different market caps and sectors.

Fund Allocation

Aditya Birla Sun Life MNC Fund G invest in all 3 market caps with major investment in mid-caps. As of now, the scheme has 23.88% investment in large-caps, 65.03% in mid-caps, and 11.09% in small-cap companies and the major sectors in which it invests in are healthcare, FMCG, finance, engineering, and automobile. The portfolio of this scheme includes top-notch companies like Honeywell Automation, Gillette, Kotak Mahindra Bank, Pfizer, Bayer CropScience, Jhonson Controls, GlaxoSmithKline Pharma, and Maruti Suzuki India. For a detailed portfolio of this scheme, you can visit MySIPonline.

Performance Analysis

Aditya Birla Sun Life MNC Fund has provided returns of 22.18%, and 21.60% in 5 and 10 years, (as on Jul 19, 2018) respectively. The scheme has outperformed both benchmark and category at both instances. Now, these returns do not tell about the future of this scheme but it gives us a basic idea about what kind of returns we can expect.

Now, the question arises is, how can we know that this scheme is going to perform well in future? Well, it has major investments in finance, healthcare and automobile sector which are dealing at lower levels now, but holds great possibilities for growth in the coming months, and the optimal management of scheme gives it an additional support.

So, now you know that why Aditya Birla Sun Life MNC Fund is a great investment option in terms of future growth and stability. However, before making an investment do consult your financial advisor. To make an investment in this scheme you can visit MySIPonline and enjoy our hassle-free process of investment.