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

PLAN: Regular OPTIONS: Growth
116.220 0.59 (0.51%)

NAV as on 09 Dec, 2016

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 Jun 2016) 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 09 Dec, 2016)

Period Returns (%) Rank #
1 mth 1.5 20
3 mth -2.1 42
6 mth 1.9 207
1 year 4.2 206
2 year 6.3 98
3 year 23.2 35
5 year 22.1 7

# Moneycontrol Rank within 269 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -3.9 - - - -
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
2011 -8.8 -3.5 -15.2 -4.8 -30.5

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 1.5 -2.1 1.9 4.2 6.3 23.2 22.1
Category avg -1.6 -4.1 5.5 9.4 4.5 12.0 9.1
Difference of Fund returns and Category returns 3.1 2.0 -3.6 -5.2 1.8 11.2 13.0
Best of category 7.5 16.9 25.3 28.9 25.4 96.6 27.3
Worst of category -8.8 -10.2 -18.5 -19.0 -7.7 -1.7 1.4
Benchmark returns # -2.0 -6.3 3.5 10.5 2.4 13.2 13.1
Difference of Fund returns and Benchmark returns 3.5 4.2 -1.6 -6.3 3.9 10.0 9.0
# 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 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 NIFTY 500
Asset Size (Rs cr) 122.52 (Sep-30-2016)
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 (%)
Reliance Equity Oppor - IP (G) Not Ranked
8.92 -7.7 1.9 -0.3 17.3 17.8
Reliance Equity Oppor - RP (G) Rank 4
9,797.45 -7.7 1.8 -0.5 17.1 17.5
ICICI Pru Value Discovery Fund (G) Rank 1
12,449.59 -5.5 3.9 9.4 25.8 23.5
ICICI Pru Value Discovery - DP (G) Not Ranked
1,594.69 -5.2 4.6 10.8 27.1 --
HDFC Equity Fund (G) Rank 5
12,745.58 -4.0 8.4 13.7 17.6 15.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 28, 16)

Equity Sector Value
(Rs cr)
Asset %
Cummins Engineering 8.66 6.55
Sun Pharma Pharmaceuticals 8.23 6.22
Sanofi India Pharmaceuticals 7.96 6.02
Tech Mahindra Technology 7.12 5.39
Honeywell Autom Telecom 7.03 5.31
HCL Tech Technology 6.53 4.93
Infosys Technology 6.51 4.92
Reliance Oil & Gas 5.89 4.45
WABCO India Automotive 5.75 4.35
Hind Zinc Metals & Mining 5.56 4.20

Full Portfolio

Sector Allocation (Oct 28, 16)

Sector %

1-Year

HighLow

Technology 31.79 34.61 31.95
Pharmaceuticals 25.85 22.32 20.29
Engineering 9.49 10.56 7.86
Automotive 8.26 9.39 7.79
Manufacturing 5.79 4.86 2.76
Metals & Mining 5.35 5.09 2.30

View All Sectors

Asset Allocation (%)(Oct 28, 16)

Equity 98.91
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.07

View All

Concentration

Holdings (%)
Top 5 29.49
Top 10 52.34
Sector (%)
Top 3 67.13

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