Birla Sun Life Long Term Advantage Fund (G) NAV | Birla Sun Life Mutual Fund | Birla Sun Life Long Term Advantage Fund (G) Investment

MARKET RADAR

SENSEX NIFTY Refresh

You are here : Moneycontrol > Mutual Funds > Diversified Equity > Birla Sun Life Mutual Fund > Birla Sun Life Long Term Advantage Fund (G)

SNAPSHOT

SNAPSHOT

Performance

Investment Info

Peers

Portfolio

News and Videos

News Videos

ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Diversified Equity category by Crisil. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.
View Top ranked funds in this category

Benchmark Index:

View Historic Graph From To

Returns (NAV as on May-23-2013)

Period	Returns (%)	Rank #
1 mth	1.1	22
3 mth	0.9	20
6 mth	4.8	10
1 year	20.0	22
2 year	5.3	29
3 year	5.5	35
5 year	6.4	31

# Moneycontrol Rank within 89 Diversified Equity Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-7.3	-	-	-	-
2012	14.6	-0.7	7.4	5.9	31.6
2011	-8.8	0.1	-9.1	-8.2	-24.7
2010	2.2	2.9	13.9	-1.6	20.5
2009	-4.0	45.1	18.5	7.3	81.3
2008	-28.8	-12.5	-0.6	-24.8	-54.5

View where it stands within its peers

* Returns over 1 year are Annualised

Returns Calculator SIP Calculator

EXPAND ALL

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	1.1	0.9	4.8	20.0	5.3	5.5	6.4
Category avg	0.1	-0.8	0.5	15.2	3.2	4.2	4.1
Difference of Fund returns and Category returns	1.0	1.7	4.3	4.8	2.1	1.3	2.3
Best of category	6.8	6.2	8.1	31.1	16.5	16.3	15.7
Worst of category	-9.6	-10.6	-15.2	-7.2	-11.9	-6.8	-13.2
Benchmark returns #	2.2	1.3	5.1	22.0	4.0	4.7	2.9
Difference of Fund returns and Benchmark returns	-1.1	-0.4	-0.3	-2.0	1.3	0.8	3.5

Birla Sun Life Long Term Advantage Fund (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)

# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

Type of scheme upto October 10, 2011: (A Five year Close ended Diversified Equity Scheme with an automatic conversion into an Open ended Scheme upon maturity) Type of scheme on or after October 11, 2011: An Open ended Diversified Equity Scheme. Investment Objective: The scheme seeks to provide long-term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities.

Scheme details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Sep 08, 2006
Benchmark	S&P BSE 200
Asset Size (Rs cr)	145.14 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	N.A. View Dividend History
Bonus	N.A.
Fund Manager	Mahesh Pati View performance of schemes managed by the Fund Manager
Notes	N.A

Load Details

Entry Load	N.A
Exit Load	1.00%
Load Comments	Exit Load of 1% if redeemed within 365 Days from the date of allotment.

Contact Details

Regd. Office	Ahura Centre, Mahakali Caves Road, MIDC, Andheri (E), Mumbai, 400093
Tel. No.	91 22 66928000, 91 22 66928001
Fax No.	91 22 66928110
Email	connect@birlasunlife.com
Website	http://www.birlasunlife.com

Peer Comparison

Diversified Equity	Crisil Rank	Assets (Rs.cr)
Diversified Equity	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
HDFC Equity Fund (G)	Rank 3	11,165.20	0.1	3.3	17.1	6.2	10.8
Reliance Growth Fund - RP (G)	Rank 4	5,175.99	-3.1	-5.1	12.0	1.5	5.1
Reliance Equity Oppor - RP (G)	Rank 1	4,956.08	-2.1	-0.8	17.3	10.6	13.3
ICICI Pru Dynamic Plan (G)	Rank 2	3,850.96	-2.6	0.3	11.9	6.1	7.9
SBI Contra Fund (G)	Rank 3	2,539.41	-1.3	4.2	18.8	3.3	4.5
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Equity	Sector	Value (Rs cr)	Asset %
ITC	Tobacco	8.39	6.08
Reliance	Oil & Gas	8.04	5.83
ICICI Bank	Banking/Finance	7.77	5.63
IndusInd Bank	Banking/Finance	4.68	3.39
Larsen	Engineering	4.67	3.38
Infosys	Technology	4.06	2.94
HCL Tech	Technology	3.74	2.71
HUL	Cons NonDurable	3.30	2.39
Mahindra Satyam	Technology	3.22	2.34
HDFC Bank	Banking/Finance	3.10	2.25