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

PLAN: Regular OPTIONS: Growth
114.920 1.75 (1.55%)

NAV as on 31 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 31 Jul, 2015)

Period Returns (%) Rank #
1 mth 6.5 14
3 mth 7.5 28
6 mth 7.5 14
1 year 31.4 46
2 year 46.9 20
3 year 33.4 5
5 year 16.4 11

# Moneycontrol Rank within 249 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 6.9 -2.9 - - -
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 6.5 7.5 7.5 31.4 46.9 33.4 16.4
Category avg 2.9 4.3 1.6 18.6 24.1 14.8 7.6
Difference of Fund returns and Category returns 3.6 3.2 5.9 12.8 22.8 18.6 8.8
Best of category 7.5 14.7 13.2 54.5 56.7 42.8 23.4
Worst of category -9.8 -11.5 -13.9 -21.1 10.6 7.7 -0.5
Benchmark returns # 3.0 5.3 -0.9 14.7 27.4 19.9 9.5
Difference of Fund returns and Benchmark returns 3.5 2.2 8.4 16.7 19.5 13.5 6.9
# 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) 82.74 (Jun-30-2015)
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 (%)
HDFC Equity Fund (G) Rank 4
15,438.31 2.7 -1.9 15.4 23.3 12.5
Reliance Equity Oppor - RP (G) Rank 2
10,428.79 4.3 -0.1 27.8 26.9 17.3
ICICI Pru Value Discovery Fund (G) Rank 1
8,686.06 4.3 3.3 29.2 33.4 20.0
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
Reliance Growth Fund - RP (G) Rank 4
5,301.58 7.3 3.9 32.6 27.0 12.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 15)

Equity Sector Value
(Rs cr)
Asset %
Cummins Engineering 7.19 8.69
Sanofi India Pharmaceuticals 5.65 6.83
Reliance Oil & Gas 5.35 6.47
Infosys Technology 5.26 6.36
WABCO India Automotive 5.24 6.33
Hind Zinc Metals & Mining 5.21 6.30
Honeywell Autom Telecom 5.15 6.22
HCL Tech Technology 4.10 4.96
Oracle Fin Serv Technology 4.05 4.89
Wipro Technology 3.66 4.42

Full Portfolio

Sector Allocation (Jun 30, 15)

Sector %

1-Year

HighLow

Technology 30.04 30.22 23.15
Pharmaceuticals 19.70 21.57 17.52
Engineering 11.95 17.27 11.95
Automotive 10.44 15.68 10.44
Metals & Mining 6.69 7.22 6.51
Oil & Gas 6.47 6.47 1.38

View All Sectors

Asset Allocation (%)(Jun 30, 15)

Equity 96.67
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.33

View All

Concentration

Holdings (%)
Top 5 34.68
Top 10 61.47
Sector (%)
Top 3 61.69

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