aditya birla sun life infrastructure plan a growth
Aditya Birla Sun Life Infrastructure Plan A Growth

Aditya Birla Sun Life Infrastructure Plan A Growth

  • Very High Risk
  • Equity
  • Equity - Infrastructure
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NAV as on Jul 4, 2025
i
Price per unit of the scheme.
96.16000.17%1 Day Change
2.93%
Minimum Investment₹1000
Expense Ratio2.47%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
2
Scheme Rating

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

This Fund
Aditya Birla Sun Life Infrastructure Plan A Growth
VS
Equity: Equity - Infrastructure Average NAV
    Topper in Equity: Equity - Infrastructure
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Aditya Birla Sun Life Infrastructure Plan A Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      0
    • Return
      0
    • Current Value
      0

    bt_logoFUND MANAGER

    Jonas Bhutta
    Jonas Bhutta
    i
    Lead Fund Manager.
    Sep 22, 2022 - Present
    • Fund Manager Rank9Out of 18
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed2
    • Total AUM1,544.55 Cr
    • Highest Return In 1 Yr7.52 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 106.01
    3.00%
    3.06%
    Very High Risk
    1,140.82Cr
    Aditya Birla Sun Life Infrastructure Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 106.01
    • Fund Size1,140.82Cr
    Fund Return3.00%
    Category Return3.06%
    Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
    Very High Risk--
    • NAV₹ 22.16
    • Fund Size403.73Cr
    Fund Return3.14%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Mahesh Patil
    Mahesh Patil
    i
    Lead Fund Manager.
    Sep 22, 2022 - Present
    • Schemes managed3
    • Total AUM38,464.04 Cr
    • Highest Return In 1 Yr6.32 %
    Other Funds
    • table
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    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 1,730.04
    3.10%
    2.46%
    Very High Risk
    7,464.54Cr
    ₹ 106.01
    3.00%
    3.06%
    Very High Risk
    1,140.82Cr
    ₹ 591.23
    3.49%
    3.37%
    Very High Risk
    29,858.67Cr
    Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 1,730.04
    • Fund Size7,464.54Cr
    Fund Return3.10%
    Category Return2.46%
    Aditya Birla Sun Life Infrastructure Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 106.01
    • Fund Size1,140.82Cr
    Fund Return3.00%
    Category Return3.06%
    Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 591.23
    • Fund Size29,858.67Cr
    Fund Return3.49%
    Category Return3.37%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Dhaval Joshi
    Dhaval Joshi
    i
    Lead Fund Manager.
    Nov 21, 2022 - Present
    • Schemes managed57
    • Total AUM3,20,457.46 Cr
    • Highest Return In 1 Yr26.03 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 26.55
    4.12%
    -%
    Very High Risk
    776.59Cr
    Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
    Very High Risk--
    • NAV₹ 22.16
    • Fund Size403.73Cr
    Fund Return3.14%
    Category Return--
    Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
    Very High Risk--
    • NAV₹ 20.89
    • Fund Size115.27Cr
    Fund Return2.38%
    Category Return--
    Aditya Birla Sun Life Special Opportunities Fund Dir Growth
    Very High Risk--
    • NAV₹ 26.55
    • Fund Size776.59Cr
    Fund Return4.12%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on May, 2025
    EQUITY (96.38%)
    DEBT (-%)
    CASH (3.62%)
    Allocation by Market Cap
    Large Cap(43.42%)
    Mid Cap(15.23%)
    Small Cap(37.15%)
    Industry Holdings
    • Diversified Industrials17.29%
    • Engineering Construction16.43%
    • Building Materials6.75%
    • Telecom Services6.43%
    • Oil Gas Refining Marketing5.60%
    • Banks Regional5.29%
    Stock Holdings
    • Larsen & Toubro Ltd5.97%
    • Bharti Airtel Ltd5.76%
    • Reliance Industries Ltd4.07%
    • UltraTech Cement Ltd3.80%
    • NTPC Ltd3.60%
    • InterGlobe Aviation Ltd2.72%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      7.21
      This Fund
      VS
      6.91
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      78.95
      This Fund
      VS
      79.37
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      1.08
      This Fund
      VS
      1.10
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      1.32
      This Fund
      VS
      1.30
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      2.27
      This Fund
      VS
      2.30
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      16.99
      This Fund
      VS
      17.39
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Aditya Birla Sun Life AMC Ltd
    Aditya Birla Sun Life AMC Ltd manages assets worth ₹ 4,01,679.25 crores. It’s current offering of mutual fund schemes includes 38 equity, 86 debt and 16 hybrid schemes.
    phone icon
    Phone
    +91 22 43568000
    mail icon
    Email
    care.mutualfunds@adityabirlacapital.com
    aum
    AUM
    4,01,679.25 Cr (
    As on May 31, 2025
    )
    location
    Address
    One World Centre, Tower 1, 17th Floor Mumbai,400 013

    bt_logoFAQ's

    What is the category of Aditya Birla Sun Life Infrastructure Plan A Growth ?
    The category of Aditya Birla Sun Life Infrastructure Plan A Growth is Equity - Equity - Infrastructure
    What is the current NAV of Aditya Birla Sun Life Infrastructure Plan A Growth ?
    The current NAV of Aditya Birla Sun Life Infrastructure Plan A Growth as on Jul 04, 2025 is ₹96.16
    How safe is Aditya Birla Sun Life Infrastructure Plan A Growth ?
    The risk level of Aditya Birla Sun Life Infrastructure Plan A Growth is Very High.
    What are short term returns given by Aditya Birla Sun Life Infrastructure Plan A Growth ?
    The return given by Aditya Birla Sun Life Infrastructure Plan A Growth in 1 month is 2.93%, 3 months is 14.75%, 6 months is 0.87%, and 1 year is -3.69%
    What are the long term returns given by Aditya Birla Sun Life Infrastructure Plan A Growth ?
    The return given by Aditya Birla Sun Life Infrastructure Plan A Growth in 3 years is 31.19% and 5 years is 30.18%.
    What is the expense ratio of Aditya Birla Sun Life Infrastructure Plan A Growth ?
    The expense ratio of Aditya Birla Sun Life Infrastructure Plan A Growth is 2.47%
    What is the AUM of Aditya Birla Sun Life Infrastructure Plan A Growth ?
    The assets under Management (AUM) of Aditya Birla Sun Life Infrastructure Plan A Growth is Rs 1,140.82 crores.
    What is the minimum investment in Aditya Birla Sun Life Infrastructure Plan A Growth ?
    The minimum Lumpsum investment in Aditya Birla Sun Life Infrastructure Plan A Growth is ₹1,000.00 and the minimum SIP investment in Aditya Birla Sun Life Infrastructure Plan A Growth is ₹1,000.00
    What is the asset allocation of Aditya Birla Sun Life Infrastructure Plan A Growth?
    Aditya Birla Sun Life Infrastructure Plan A Growth has an exposure of 96.38% in Equity and 3.62% in Cash & Money Market Securities