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Birla Sun Life India Reforms Fund (G)

PLAN: Regular OPTIONS: Growth
19.530 0.08 (0.41%)

NAV as on 28 Jul, 2017

CRISIL MF RANK

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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Thematic - Infrastructure category by Crisil (for quarter ended Mar 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Benchmark Index:
 
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Returns (NAV as on 28 Jul, 2017)

Period Returns (%) Rank #
1 mth 9.5 2
3 mth 7.9 2
6 mth 22.1 11
1 year 25.8 22
2 year 17.5 14
3 year 16.6 16
5 year 18.4 9

# Moneycontrol Rank within 55 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 20.9 1.8 - - -
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
2012 19.8 -2.1 7.3 3.8 32.3

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 9.5 7.9 22.1 25.8 17.5 16.6 18.4
Category avg 5.5 3.1 17.2 24.6 12.9 14.2 15.1
Difference of Fund returns and Category returns 4.0 4.8 4.9 1.2 4.6 2.4 3.3
Best of category 9.5 8.2 26.0 42.8 21.7 24.5 28.1
Worst of category 2.6 -2.6 10.2 12.2 6.3 6.4 10.7
Benchmark returns # 5.6 6.5 17.4 19.2 12.3 12.2 16.3
Difference of Fund returns and Benchmark returns 3.9 1.4 4.7 6.6 5.2 4.4 2.1
Birla Sun Life India Reforms Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# 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) 114.26 (Mar-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
1,606.65 2.9 23.4 33.6 12.2 15.4
UTI Infrastructure Fund (G) Rank 4
1,468.65 1.1 16.9 21.5 12.3 15.6
ICICI Pru Infrastructure (G) Rank 4
1,286.08 2.0 13.2 18.8 10.6 15.5
DSP-BR India TIGER - RP (G) Rank 3
1,247.22 2.6 16.8 23.3 15.6 18.9
HDFC Infrastructure Fund (G) Rank 5
1,029.57 5.1 18.3 22.9 11.9 16.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 17)

Equity Sector Value
(Rs cr)
Asset %
Eicher Motors Automotive 9.78 9.38
Eicher Motors Automotive 9.78 9.38
Eicher Motors Automotive 9.78 9.38
Yes Bank Banking/Finance 9.63 9.23
Yes Bank Banking/Finance 9.63 9.23
Yes Bank Banking/Finance 9.63 9.23
Voltas Conglomerates 8.59 8.24
Voltas Conglomerates 8.59 8.24
Voltas Conglomerates 8.59 8.24
Repco Home Banking/Finance 8.08 7.75

Full Portfolio

Sector Allocation (Jun 30, 17)

Sector %

1-Year

HighLow

Banking/Finance 135.27 0.00 0.00
Automotive 56.76 0.00 0.00
Conglomerates 26.34 0.00 0.00
Oil & Gas 18.03 0.00 0.00
Cement 13.65 0.00 0.00
Metals & Mining 9.39 0.00 0.00

View All Sectors

Asset Allocation (%)(Jun 30, 17)

Equity 96.75
Others 1.95
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.31

View All

Concentration

Holdings (%)
Top 5 46.60
Top 10 88.30
Sector (%)
Top 3 218.37

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