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

PLAN: Regular OPTIONS: Growth
131.950 0.85 (0.65%)

NAV as on 21 Jul, 2017

CRISIL MF RANK

Not Ranked

Riskometer

HIGH

HIGH

  • Principal at high risk.
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 2017) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 21 Jul, 2017)

Period Returns (%) Rank #
1 mth 4.4 14
3 mth 6.7 94
6 mth 12.2 206
1 year 14.6 189
2 year 8.8 169
3 year 13.9 113
5 year 22.2 15

# Moneycontrol Rank within 263 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 7.6 -0.8 - - -
2016 -3.9 2.8 3.5 -4.2 -0.2
2015 6.9 -2.9 6.7 1.4 13.8
2014 8.1 23.0 10.6 4.5 55.0
2013 -3.2 -1.5 11.8 17.1 24.6
2012 20.3 -0.9 6.7 0.4 29.0

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

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 4.4 6.7 12.2 14.6 8.8 13.9 22.2
Category avg 2.1 5.5 16.2 18.8 10.3 10.6 10.4
Difference of Fund returns and Category returns 2.3 1.2 -4.0 -4.2 -1.5 3.3 11.8
Best of category 8.7 16.9 32.4 38.2 25.4 38.6 28.8
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 2.7 7.6 19.7 20.6 10.7 11.8 16.3
Difference of Fund returns and Benchmark returns 1.7 -0.9 -7.5 -6.0 -1.9 2.1 5.9
# Benchmark Index: NIFTY 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 Indias 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 Indias lower labour costs for providing services and manufactured goods. 4. Leverage Indias large population of English speaking people for providing services.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Aug 25, 2003
Benchmark NIFTY 500
Asset Size (Rs cr) 112.81 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Kunal Sangoi
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 (%)
ICICI Pru Value Discovery Fund (G) Rank 3
14,011.22 4.1 12.9 12.3 14.3 22.3
ICICI Pru Value Discovery - DP (G) Rank 3
2,126.45 4.4 13.6 13.7 15.6 --
HDFC Equity Fund (G) Rank 4
13,046.69 8.5 20.5 24.8 12.1 18.2
Franklin India Prima Plus (G) Rank 3
8,479.15 7.3 18.4 16.9 17.4 20.7
Reliance Equity Oppor -Direct (G) Rank 5
1,051.55 6.4 21.4 18.7 12.9 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 17)

Equity Sector Value
(Rs cr)
Asset %
Honeywell Autom Telecom 8.62 7.94
Infosys Technology 7.61 7.01
Sanofi India Pharmaceuticals 7.08 6.52
Persistent Technology 6.52 6.00
HCL Tech Technology 6.44 5.93
Tech Mahindra Technology 5.85 5.39
WABCO India Automotive 5.22 4.81
Reliance Oil & Gas 4.57 4.21
Hind Zinc Metals & Mining 4.44 4.09
UPL Chemicals 4.38 4.03

Full Portfolio

Sector Allocation (Jun 30, 17)

Sector %

1-Year

HighLow

Technology 33.13 0.00 0.00
Pharmaceuticals 13.01 0.00 0.00
Telecom 11.26 0.00 0.00
Manufacturing 7.96 0.00 0.00
Engineering 7.50 0.00 0.00
Metals & Mining 6.26 0.00 0.00

View All Sectors

Asset Allocation (%)(Jun 30, 17)

Equity 94.80
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.20

View All

Concentration

Holdings (%)
Top 5 33.40
Top 10 55.93
Sector (%)
Top 3 57.40

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