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Birla Sun Life Advantage Fund (G)

PLAN: Regular OPTIONS: Growth
294.180 0.69 (0.24%)

NAV as on 28 Aug, 2015

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Birla Sun Life Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Diversified Equity category by Crisil (for quarter ended Nov 1999) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 28 Aug, 2015)

Period Returns (%) Rank #
1 mth -3.1 88
3 mth -1.9 102
6 mth -3.5 63
1 year 21.2 18
2 year 45.1 17
3 year 28.6 7
5 year 12.9 21

# Moneycontrol Rank within 268 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 6.0 -1.8 - - -
2014 8.6 25.4 3.1 12.9 -
2013 -10.4 0.7 -1.2 16.4 6.0
2012 13.6 -2.8 8.9 6.1 30.1
2011 -9.6 -2.0 -11.2 -7.8 -28.4
2010 -1.4 2.1 13.3 -2.0 13.4

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 -3.1 -1.9 -3.5 21.2 45.1 28.6 12.9
Category avg -3.5 -2.4 -5.0 8.8 23.6 14.1 6.8
Difference of Fund returns and Category returns 0.4 0.5 1.5 12.4 21.5 14.5 6.1
Best of category 7.5 8.1 9.1 38.6 52.9 43.0 22.5
Worst of category -15.8 -17.2 -26.4 -20.5 4.9 4.2 -3.2
Benchmark returns # -3.5 -3.1 -8.0 4.5 26.8 16.4 7.9
Difference of Fund returns and Benchmark returns 0.4 1.2 4.5 16.7 18.3 12.2 5.0
Birla Sun Life Advantage Fund (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

An open-ended growth scheme with the objective to achieve long-term growth of capital at relatively moderate levels of risk through a diversified research based investment approach.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 24, 1995
Benchmark S&P BSE 200
Asset Size (Rs cr) 435.53 (Jun-30-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Satyabrata Mohanty
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
868.10 -1.7 -5.6 16.1 -- --
HDFC Equity Fund (G) Rank 4
15,438.31 -3.7 -7.9 1.5 21.9 10.4
Reliance Equity Oppor - IP (G) Not Ranked
8.79 -1.8 -5.8 15.5 25.2 --
ICICI Pru Value Discovery - DP (G) Not Ranked
730.48 -1.5 -3.3 16.7 -- --
ICICI Pru Value Discovery Fund (G) Rank 1
8,686.06 -1.7 -3.8 15.6 31.6 18.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 15)

Equity Sector Value
(Rs cr)
Asset %
Eicher Motors Automotive 28.86 6.68
Yes Bank Banking/Finance 23.11 5.34
Axis Bank Banking/Finance 21.41 4.95
HDFC Bank Banking/Finance 20.62 4.77
Bharat Forge Manufacturing 16.94 3.92
Natco Pharma Pharmaceuticals 16.37 3.79
Motherson Sumi Automotive 14.18 3.28
Maruti Suzuki Automotive 14.16 3.27
Sun Pharma Pharmaceuticals 13.61 3.15
Orient Cement Cement 12.18 2.82

Full Portfolio

Sector Allocation (Jul 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 28.14 31.37 21.33
Automotive 20.15 21.63 17.44
Engineering 10.13 11.80 9.48
Pharmaceuticals 8.42 13.59 4.50
Manufacturing 7.01 7.55 2.78
Cement 6.54 7.04 5.31

View All Sectors

Asset Allocation (%)(Jul 31, 15)

Equity 98.60
Others 0.30
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.07

View All

Concentration

Holdings (%)
Top 5 25.66
Top 10 41.97
Sector (%)
Top 3 58.42

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