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Birla Sun Life International Equity Fund - Plan B (G)

PLAN: Regular OPTIONS: Growth
14.447 0.13 (0.87%)

NAV as on 26 Feb, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 26 Feb, 2015)

Period Returns (%) Rank #
1 mth -0.8 58
3 mth 4.1 25
6 mth 13.6 10
1 year 35.9 15
2 year 21.9 18
3 year 17.4 9
5 year 11.0 9

# Moneycontrol Rank within 82 International / Global Commodities Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 1.0 14.6 0.9 10.1 -
2013 -8.2 2.0 0.8 10.4 5.7
2012 12.0 -1.7 6.0 5.0 24.6
2011 -4.2 -2.2 -11.0 -1.2 -18.8
2010 -0.7 -2.2 12.8 1.5 12.2

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (International / Global Commodities)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -0.8 4.1 13.6 35.9 21.9 17.4 11.0
Category avg 1.6 1.8 1.2 12.0 10.2 8.2 4.9
Difference of Fund returns and Category returns -2.4 2.3 12.4 23.9 11.7 9.2 6.1
Best of category 8.7 19.2 24.5 83.6 36.9 29.2 17.2
Worst of category -11.5 -17.9 -31.3 -24.7 -16.9 -19.3 -5.6
Benchmark returns # -0.4 5.3 13.2 46.6 24.7 19.6 11.6
Difference of Fund returns and Benchmark returns -0.4 -1.2 0.4 -10.7 -2.8 -2.2 -0.6
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

An open-ended diversified equity scheme with an objective to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the domestic and international markets.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Oct 16, 2007
Benchmark S&P BSE 200
Asset Size (Rs cr) 118.31 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Vineet Maloo
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. 022 4356 8000
Fax No. 022 43568110/ 8111
Email connect@birlasunlife.com
Website http://www.mutualfund.birlasunlife.com

Peer Comparison

International / Global Commodities Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Franklin (I) FF US Opp. -Direct (G) Not Ranked
70.44 5.8 10.8 9.9 -- --
Franklin (I) FF US Opp. (G) Not Ranked
665.24 5.5 10.3 8.8 24.2 --
Tata Indo-Global Infra (G) Not Ranked
424.03 14.5 9.9 47.7 15.0 4.8
L&T Indo Asia Fund -Direct (G) Not Ranked
1.17 5.2 11.6 39.8 -- --
L&T Indo Asia Fund (G) Not Ranked
260.88 5.0 11.3 39.0 19.7 14.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 30, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 4.69 3.84
ITC Tobacco 4.61 3.77
Maruti Suzuki Automotive 4.49 3.67
Axis Bank Banking/Finance 4.41 3.61
ICICI Bank Banking/Finance 4.33 3.54
Tata Motors Automotive 3.69 3.02
Infosys Technology 3.21 2.63
Federal Bank Banking/Finance 3.08 2.52
Eicher Motors Automotive 2.85 2.33
Reliance Oil & Gas 2.75 2.25

Full Portfolio

Sector Allocation (Jan 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 24.40 25.18 16.07
Automotive 11.45 12.62 3.78
Technology 6.41 12.52 6.41
Tobacco 4.61 4.66 2.92
Oil & Gas 4.42 5.62 2.98
Cement 4.24 4.24 1.67

View All Sectors

Asset Allocation (%)(Jan 30, 15)

Equity 72.12
Others 25.13
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.73

View All

Concentration

Holdings (%)
Top 5 18.43
Top 10 31.18
Sector (%)
Top 3 42.26

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