MARKET RADAR
SENSEX     NIFTY      
Birla Sun Life Equity Fund (G) NAV | Birla Sun Life Mutual Fund | Birla Sun Life Equity Fund (G) Investment
  You are here  :  

Mutual Funds

  

Track

  

Snapshot - Birla Sun Life Equity Fund (G)

Birla Sun Life Equity Fund (G)

Add to Portfolio
Add SIP Add SIP
Add to Watchlist
Rs.236.990 0.62 (0.26%)
Feb-10-2012
Should you hold or exit?
Fund Family Birla Sun Life Mutual Fund
Fund Class Diversified Equity
Request-By-Post
Download-A-Form
Mutual Fund Meter
Investment Information
Fund Type Open-Ended
Investment Plan Growth
Asset Size (Rs cr) 742.74 (Dec-30-2011)
Min. Investment Rs 5,000
Last Dividend N.A.
Bonus N.A.
View Dividend History
Compare with another scheme
 Performance of Birla Sun Life Equity Fund (G)
Absolute Returns (as on Feb 10, 12)
Period Returns (%) Rank #
1 mth 11.8 29
3 mths 2.9 55
6 mths -0.2 60
1 year -2.7 78
2 year -0.8 77
3 year 88.3 59
5 year 28.8 47
# Moneycontrol Rank within 99 Diversified Equity Schemes
Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2011 -10.2 -2.7 -10.9 -8.5 -29.8
2010 -0.4 1.0 13.8 -3.1 13.4
2009 -8.4 53.2 17.8 8.4 84.5
2008 -30.8 -15.6 -2.1 -22.0 -56.8
2007 -5.1 24.1 14.7 26.5 67.3
View where it stands within its peers
Have your investments been giving you good returns?
NAV Chart of Birla Sun Life Equity Fund (G)
52-week High 267.71 (Apr 07, 11) 52-week Low 200.85 (Dec 20, 11)
Historic NAVs
On :
1 Week 1 Month 3 Month 1 Year 2 Year 3 Year
Historic Graph
From : To :
Top Ranked Funds
Diversified Equity CRISIL Rank 1 yr(%)
Birla SL India GenNext (G) Rank 1
13.4
Can Robeco Equity Divers (G) Rank 1
6.4
ING Dividend Yield (G) Rank 1
3.3
UTI Dividend Yield Fund (G) Rank 1
5.5
UTI Equity Fund (G) Rank 1
5.6
UTI India Lifestyle Fund(G) Rank 1
13.5
UTI MNC Fund (G) Rank 1
15.3
Methodology Detailed View
View Top Ranked Funds
Asset Monitor (Rs in cr)
Select Another Period
From
To
 Portfolio Analysis - Birla Sun Life Equity Fund (G) (as on Jan 31, 12)
Equity Sector Value Asset
(Rs cr) %
Reliance Oil & Gas - 5.87
ICICI Bank Banking/Finance - 5.23
Infosys Technology - 5.07
ITC Tobacco - 4.70
Bharti Airtel Telecom - 3.58
TCS Technology - 2.99
Dr Reddys Labs Pharmaceuticals - 2.83
SBI Banking/Finance - 2.60
Jindal Steel Metals & Mining - 2.44
HDFC Banking/Finance - 2.39
Full Portfolio
View all Bulk Deals by Mutual Funds
Asset Allocation (%)
Equity 93.45
Others 3.84
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.71
View All
Concentration
Holdings %
Top 5 24.45
Top 10 37.70
Sector %
Top 3 40.09
Sector % 1-Year
High Low
Banking/Finance 17.55 22.69 12.47
Oil & Gas 12.37 15.95 8.67
Technology 10.17 12.21 7.83
Pharmaceuticals 6.57 6.45 5.12
Automotive 6.47 8.18 3.09
Metals & Mining 5.72 7.36 2.36
All Sector Weightages
News
Mutual funds lose Rs 16000cr in 2011;HDFC MF remains on top
SEBI brings in to action the new KYC process
Interviews

No Interviews in last 7 days

 Scheme Profile - Birla Sun Life Equity Fund (G)
Fund Type Open-Ended
Scheme ObjectiveAn open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities.
Launch Date Aug 27, 1998
Investment Plan Growth
Minimum Investment Rs 5,000
Fund Manager Mahesh Patil
View performance of schemes managed by the Fund Manager
Entry Load 0.00%
Exit Load 1.00%
Load Comments Exit Load of 1% if redeemed within 365 Days from the date of allotment.
Note AllIndian schemes of Alliance Capital Mutual Fund have been acquired by Birla Sun Life AMC with effect from the close of business hours on September 23, 2005.
Fund Family : Birla Sun Life Mutual Fund
View performance of schemes managed by the AMC
Monitor Birla Sun Life Mutual Fund's Assets Under Management
Regd. Office
Address
Ahura Centre, Mahakali Caves Road, MIDC, Andheri(E), Mumbai,
Tel. No. : 91 22 66928000, 91 22 66928001
Fax No. : 91 22 66928110
Email : connect@birlasunlife.com
Website : http://www.birlasunlife.com
 

Follow moneycontrol.com