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Birla Sun Life India Opportunities Fund - Plan B (G)

PLAN: Regular OPTIONS: Growth
107.920 1.23 (1.15%)

NAV as on 01 Jul, 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.
FUND FAMILY : Birla Sun Life Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2015) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 01 Jul, 2015)

Period Returns (%) Rank #
1 mth 1.1 190
3 mth -2.2 153
6 mth 4.0 78
1 year 21.3 60
2 year 46.2 7
3 year 29.8 6
5 year 15.7 15

# Moneycontrol Rank within 247 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 6.9 - - - -
2014 8.1 23.0 10.6 4.5 -
2013 -3.2 -1.5 11.8 17.1 24.6
2012 20.3 -0.9 6.7 0.4 29.0
2011 -8.8 -3.5 -15.2 -4.8 -30.5
2010 2.8 -1.6 8.5 2.7 16.0

View where it stands within its peers

* Returns over 1 year are Annualised

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 -2.2 4.0 21.3 46.2 29.8 15.7
Category avg 2.1 -1.3 2.2 13.4 21.1 14.1 7.7
Difference of Fund returns and Category returns -1.0 -0.9 1.8 7.9 25.1 15.7 8.0
Best of category 7.5 3.5 14.8 48.4 50.2 39.5 22.6
Worst of category -0.7 -6.8 -16.3 -25.4 4.7 4.9 -1.1
Benchmark returns # 0.2 -1.2 2.7 12.5 23.5 18.6 9.7
Difference of Fund returns and Benchmark returns 0.9 -1.0 1.3 8.8 22.7 11.2 6.0
# Benchmark Index: CNX 500

Investment Info

Investment Objective

An Open ended Growth Scheme with the objective to achieve superior long-term growth of capital by investing in shares of companies that do one or more of the following: 1. Leverage India’s intellectual capital for providing services research and creative inputs. 2. Seek to use current and impending changes in patent laws / import tariffs / quotas to supply goods and services. 3. Leverage India’s lower labour costs for providing services and manufactured goods. 4. Leverage India’s large population of English speaking people for providing services.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Aug 25, 2003
Benchmark CNX 500
Asset Size (Rs cr) 83.35 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Naysar Shah
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 1.00% if redeemed/switch-out of units 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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Equity Oppor -Direct (G) Not Ranked
731.91 -3.1 0.2 19.9 -- --
HDFC Equity Fund - Direct (G) Not Ranked
2,361.64 -1.2 -0.4 10.4 -- --
Reliance Equity Oppor - IP (G) Not Ranked
9.07 -3.2 0.0 19.3 25.8 --
Reliance Equity Oppor - RP (G) Rank 2
10,512.16 -3.3 -0.1 19.0 25.6 17.7
HDFC Equity Fund (G) Rank 4
16,359.53 -1.4 -0.8 9.6 22.2 13.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Equity Sector Value
(Rs cr)
Asset %
Cummins Engineering 8.27 8.81
WABCO India Automotive 6.28 6.69
Sanofi India Pharmaceuticals 6.28 6.69
Hind Zinc Metals & Mining 5.92 6.31
Honeywell Autom Telecom 5.81 6.19
Reliance Oil & Gas 5.26 5.61
HCL Tech Technology 5.05 5.39
Oracle Fin Serv Technology 4.36 4.65
Wipro Technology 4.21 4.49
Infosys Technology 4.05 4.31

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

Technology 29.31 30.22 20.72
Pharmaceuticals 19.65 21.57 17.52
Engineering 12.06 18.22 12.06
Automotive 11.43 15.68 11.43
Metals & Mining 6.75 7.72 6.51
Telecom 6.19 9.78 5.03

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 96.38
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.59

View All

Concentration

Holdings (%)
Top 5 34.69
Top 10 59.14
Sector (%)
Top 3 61.02

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