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Investment Info
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This scheme is not ranked by CRISIL.
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Benchmark Index:
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Returns (NAV as on Feb-11-2011)
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | - | - |
| 3 mth | - | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 84 Large Cap Schemes.
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2011 | -13.1 | - | - | - | -13.1 |
| 2010 | 0.2 | 1.6 | 13.9 | -0.5 | 17.5 |
| 2009 | - | - | 13.8 | 6.6 | 21.7 |
* Returns over 1 year are Annualised
Performance
Fund returns v/s Category average (Large Cap)
* Returns over 1 year are Annualised
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -- | -- | -- | -- | -- | -- | -- |
| Category avg | -4.5 | -5.2 | 1.7 | -6.9 | 0.4 | 6.0 | 2.0 |
| Difference of Fund returns and Category returns | -- | -- | -- | -- | -- | -- | -- |
| Best of category | 0.2 | 1.7 | 9.5 | 0.3 | 8.4 | 15.5 | 12.5 |
| Worst of category | -8.8 | -8.7 | -4.1 | -16.6 | -14.7 | -9.6 | -2.0 |
| Benchmark returns # | -4.5 | -7.2 | 3.0 | -10.6 | -2.6 | 5.3 | 2.9 |
| Difference of Fund returns and Benchmark returns | -- | -- | -- | -- | -- | -- | -- |
# Benchmark Index: BSE-200
Investment Info
Investment Objective
An open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and or sectors as its chosen benchmark index, BSE 200.
Scheme details
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Aug 06, 2009 |
| Benchmark | BSE-200 |
| Asset Size (Rs cr) | 4.63 (Mar-31-2011) |
| Minimum Investment | Rs.200000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Mahesh Patil View performance of schemes managed by the Fund Manager |
| Notes | All�Indian schemes of Alliance Capital Mutual Fund have been acquired by Birla Sun Life AMC with effect from the close of business hours on September 23, 2005. |
Load Details
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load of 1% if redeemed within 365 Days from the date of allotment. |
Contact Details
| Regd. Office | Ahura Centre, Mahakali Caves Road, MIDC, Andheri(E), Mumbai, 400093 |
|---|---|
| Tel. No. | 91 22 66928000, 91 22 66928001 |
| Fax No. | 91 22 66928110 |
| connect@birlasunlife.com | |
| Website | http://www.birlasunlife.com |
Peer Comparison
| Large Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Franklin India Bluechip (G) | Rank 2 |
4,516.35 | -6.9 | 0.5 | -5.6 | 12.0 | 7.4 |
| DSP-BR Top 100 Equity - IP (G) | Not Ranked |
139.06 | -6.2 | 4.0 | -4.5 | 11.7 | 5.6 |
| DSP-BR Top 100 Equity - RP (G) | Rank 2 |
3,109.35 | -6.3 | 3.8 | -4.9 | 11.2 | 8.0 |
| Fidelity Equity Fund (G) | Rank 1 |
3,401.12 | -6.0 | 0.1 | -7.8 | 13.3 | 6.5 |
| Kotak 50 (G) | Rank 3 |
828.44 | -6.3 | -0.4 | -7.7 | 7.8 | 4.6 |
| * Returns over 1 year are Annualised | More » | ||||||
Portfolio
Top Holdings (May 31, 11)
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Reliance | Oil & Gas | - | 5.72 |
| ICICI Bank | Banking/Finance | - | 5.51 |
| ITC | Tobacco | - | 4.25 |
| Bharti Airtel | Telecom | - | 3.97 |
| TCS | Technology | - | 3.61 |
| Larsen | Engineering | - | 3.54 |
| Infosys | Technology | - | 3.53 |
| Tata Steel | Metals & Mining | - | 2.80 |
| ONGC | Oil & Gas | - | 2.45 |
| HDFC | Banking/Finance | - | 2.33 |
Sector Allocation (May 31, 11)
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 23.62 | 23.62 | 23.62 |
| Engineering | 11.36 | 10.42 | 10.42 |
| Oil & Gas | 10.98 | 10.98 | 10.98 |
| Technology | 9.15 | 9.15 | 9.15 |
| Metals & Mining | 7.56 | 7.56 | 7.56 |
| Pharmaceuticals | 5.46 | 5.46 | 5.46 |
Asset Allocation (%)(May 31, 11)
| Equity | 92.70 |
| Others | 0.42 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 6.86 |
Concentration
| Holdings | (%) |
|---|---|
| Top 5 | 23.06 |
| Top 10 | 37.71 |
| Sector | (%) |
|---|---|
| Top 3 | 45.96 |
News & Videos
News
Birla Sun Life MF announces changes in key personnel
Apr 28, 2012 at 11:30 | Source:
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