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Aditya Birla Sun Life India Reforms Fund (G)

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19.640 0.35 (1.75%)

NAV as on 16 Feb, 2018

CRISIL MF RANK

Not Ranked

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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 2017) 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 16 Feb, 2018)

Period Returns (%) Rank #
1 mth -5.7 28
3 mth -2.1 51
6 mth -1.5 54
1 year 19.7 51
2 year 25.9 48
3 year 10.9 35
5 year 16.5 40

# Moneycontrol Rank within Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 20.9 1.8 9.0 5.4 44.5
2016 -4.3 10.1 11.0 -12.5 5.4
2015 1.4 -2.8 -2.9 - -2.1
2014 8.0 32.0 0.2 11.4 58.6
2013 -14.1 -5.3 -12.2 20.0 -11.5

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 (Thematic - Infrastructure)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -5.7 -2.1 -1.5 19.7 25.9 10.9 16.5
Category avg -5.8 3.6 11.6 27.9 30.5 12.7 18.2
Difference of Fund returns and Category returns 0.1 -5.7 -13.1 -8.2 -4.6 -1.8 -1.7
Best of category -1.5 8.3 25.2 41.3 48.6 26.5 27.0
Worst of category -8.6 -3.3 -1.5 8.6 20.7 4.8 12.5
Benchmark returns # -3.9 1.9 6.9 21.5 25.2 8.8 14.7
Difference of Fund returns and Benchmark returns -1.8 -4.0 -8.4 -1.8 0.7 2.1 1.8
# Benchmark Index: NIFTY 500

Investment Info

Investment Objective

An Open ended Equity Scheme with an investment objective is to generate growth and capital appreciation by building a portfolio of companies that are expected to benefit from the economic reforms, PSU divestment and increased government spending.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jun 09, 2010
Benchmark NIFTY 500
Asset Size (Rs cr) 124.38 (Dec-31-2017)
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% 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. 022 4356 8000
Fax No. 022 43568110/ 8111
Email connect@birlasunlife.com
Website http://www.mutualfund.birlasunlife.com

Peer Comparison

Thematic - Infrastructure Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Diver. Power - RP (G) Rank 3
1,906.87 6.4 14.4 36.8 15.9 17.5
L&T Infrastructure (G) Rank 1
923.93 0.2 12.9 32.9 18.3 23.9
L&T Infrastructure -Direct (G) Rank 1
197.29 0.4 13.4 34.2 19.2 24.9
UTI Infrastructure Fund (G) Rank 5
1,662.81 0.6 6.2 21.2 8.2 14.5
ICICI Pru Infrastructure (G) Rank 4
1,543.24 0.8 9.8 20.5 8.3 15.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 29, 17)

Equity Sector Value
(Rs cr)
Asset %
Voltas Conglomerates 11.08 8.91
Eicher Motors Automotive 9.61 7.73
Yes Bank Banking/Finance 8.78 7.06
Maruti Suzuki Automotive 8.22 6.61
HPCL Oil & Gas 6.72 5.40
Bajaj Finserv Banking/Finance 6.63 5.33
HDFC Bank Banking/Finance 6.33 5.09
IndusInd Bank Banking/Finance 6.27 5.04
Repco Home Banking/Finance 6.03 4.85
ICICI Bank Banking/Finance 5.30 4.26

Full Portfolio

Sector Allocation (Dec 29, 17)

Sector %

1-Year

HighLow

Banking/Finance 41.12 0.00 0.00
Automotive 14.34 0.00 0.00
Oil & Gas 12.63 0.00 0.00
Conglomerates 8.91 0.00 0.00
Telecom 5.44 0.00 0.00
Cement 4.51 0.00 0.00

View All Sectors

Asset Allocation (%)(Dec 29, 17)

Equity 96.29
Others 0.09
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.65

View All

Concentration

Holdings (%)
Top 5 35.71
Top 10 60.28
Sector (%)
Top 3 68.09

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