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Birla Sun Life Buy India Fund (G)

PLAN: Regular OPTIONS: Growth
88.850 1.9 (2.09%)

NAV as on 04 Sep, 2015

CRISIL MF RANK

Not Ranked

Riskometer

HIGH

HIGH

  • Principal at high risk.
FUND FAMILY : Birla Sun Life Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Nov 1999) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close 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.
Benchmark Index:
 
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Returns (NAV as on 04 Sep, 2015)

Period Returns (%) Rank #
1 mth -10.9 84
3 mth -1.9 108
6 mth -5.6 69
1 year 21.8 26
2 year 43.0 66
3 year 29.1 27
5 year 14.3 25

# Moneycontrol Rank within 125 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 8.7 -2.2 - - -
2014 4.2 20.1 13.2 14.7 -
2013 -9.8 3.7 -4.7 18.2 7.3
2012 14.0 -0.3 13.1 10.1 44.0
2011 -12.2 4.4 -7.9 -10.7 -24.6
2010 -0.9 9.2 16.1 -4.3 22.4

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -10.9 -1.9 -5.6 21.8 43.0 29.1 14.3
Category avg -8.0 1.6 -4.3 16.8 36.1 20.7 9.9
Difference of Fund returns and Category returns -2.9 -3.5 -1.3 5.0 6.9 8.4 4.4
Best of category -5.7 5.3 2.1 40.3 70.0 38.0 22.9
Worst of category -14.3 -6.9 -11.7 -11.1 21.0 14.8 4.5
Benchmark returns # -10.0 -4.7 -12.2 -1.9 22.4 15.1 6.3
Difference of Fund returns and Benchmark returns -0.9 2.8 6.6 23.7 20.6 14.0 8.0
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity,focusing on investing in businesses that are driven by India’s large population and inherent consumption patterns. The focus of the scheme will be in the consumer and healthcare sectors. The secondary objective is income generation and distribution of dividend.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 15, 2000
Benchmark S&P BSE 200
Asset Size (Rs cr) 55.62 (Jun-30-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Ajay Garg
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 0.50%
Load Comments Exit Load of 0.50% if redeemed/switch-out of units within 7 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

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opport.- Direct (G) Not Ranked
745.25 -0.2 -3.2 16.4 -- --
HDFC MidCap Opportunities (G) Rank 4
9,235.00 -0.4 -3.7 15.4 30.7 18.0
IDFC Premier Equity - Direct (G) Not Ranked
604.33 -2.4 -5.5 15.7 -- --
IDFC Premier Equity - B (G) Not Ranked
29.92 -2.6 -5.8 15.0 27.5 15.1
IDFC Premier Equity - Regular (G) Rank 4
6,451.44 -2.6 -5.8 14.8 27.4 15.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 15)

Equity Sector Value
(Rs cr)
Asset %
ICRA Miscellaneous 4.97 8.48
Sundaram-Clayto Automotive 4.44 7.58
Bayer CropScien Chemicals 4.41 7.52
Pfizer Pharmaceuticals 3.81 6.50
Sterling H Res Services 3.05 5.20
Kotak Mahindra Banking/Finance 3.04 5.19
MRF Automotive 2.67 4.56
Hitachi Home Cons Durable 2.27 3.87
Gillette India Cons NonDurable 2.04 3.48
Jet Airways Services 1.91 3.26

Full Portfolio

Sector Allocation (Jul 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 21.16 22.23 19.62
Automotive 18.43 22.64 18.43
Pharmaceuticals 11.85 13.41 9.50
Chemicals 10.53 10.72 9.64
Cons NonDurable 9.10 9.80 9.10
Services 8.76 8.91 6.22

View All Sectors

Asset Allocation (%)(Jul 31, 15)

Equity 99.37
Others 0.01
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.59

View All

Concentration

Holdings (%)
Top 5 35.28
Top 10 55.64
Sector (%)
Top 3 51.44

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