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Birla Sun Life Core Equity Fund (G)

56.320 0.57 (1.00%)

NAV as on 10 Oct, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Birla Sun Life Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Birla Sun Life Mutual Fund has acquire ING Mutual Fund, pursuant to this all the schemes of ING Mutual Fund has been renamed to Birla Sun Life Mutual Fund w.e.f. Otcober 11, 2014, ING Core Equity Fund has been merged with Birla Sun Life Long Term Advantage Fund.
Benchmark Index:
 
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Returns (NAV as on 10 Oct, 2014)

Period Returns (%) Rank #
1 mth -3.0 141
3 mth 6.0 38
6 mth 21.4 87
1 year 40.1 42
2 year 18.0 59
3 year 17.7 38
5 year 11.3 35

# Moneycontrol Rank within 148 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.8 20.0 4.0 - -
2013 -9.5 -0.9 -2.4 11.8 -
2012 17.7 0.1 8.0 5.4 36.0
2011 -5.1 -1.6 -10.6 -8.3 -24.7
2010 0.3 3.5 12.3 0.4 19.2
2009 -3.6 43.0 17.4 4.6 73.7

View where it stands within its peers

* 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 -3.0 6.0 21.4 40.1 18.0 17.7 11.3
Category avg -1.8 2.4 12.4 39.9 19.1 11.5 5.5
Difference of Fund returns and Category returns -1.2 3.6 9.0 0.2 -1.1 6.2 5.8
Best of category 2.2 7.5 26.0 68.5 27.5 33.8 17.5
Worst of category -3.4 -3.0 2.2 16.8 8.1 10.4 4.1
Benchmark returns # -2.9 1.1 8.9 35.3 17.9 21.9 9.9
Difference of Fund returns and Benchmark returns -0.1 4.9 12.5 4.8 0.1 -4.2 1.4
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date May 07, 1999
Benchmark S&P BSE 200
Asset Size (Rs cr) 60.92 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Jasmina Parekh
View performance of schemes managed by the Fund Manager
Notes Birla Sun Life Mutual Fund has acquire ING Mutual Fund, pursuant to this all the schemes of ING Mutual Fund has been renamed to Birla Sun Life Mutual Fund w.e.f. Otcober 11, 2014, ING Core Equity Fund has been merged with Birla Sun Life Long Term Advantage Fund.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed on or before 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

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 4
12,276.81 2.0 9.9 47.5 25.6 14.2
HDFC Top 200 Fund - Direct (G) Not Ranked
523.43 2.1 10.2 48.4 -- --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 2.8 13.1 42.0 -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 2.6 12.7 41.0 24.6 16.5
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 2.8 13.1 42.1 25.7 17.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 30, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 3.63 5.96
Infosys Technology 3.50 5.74
ITC Tobacco 3.35 5.50
TCS Technology 3.18 5.22
HDFC Bank Banking/Finance 2.76 4.53
Reliance Oil & Gas 2.45 4.02
LIC Housing Fin Banking/Finance 2.37 3.89
Tata Motors (D) Automotive 2.26 3.71
Bharti Airtel Telecom 2.17 3.57
ING Vysya Bank Banking/Finance 2.07 3.39

Full Portfolio

Sector Allocation (Sep 30, 14)

Sector %

1-Year

HighLow

Banking/Finance 32.60 33.84 26.85
Technology 15.93 16.89 11.00
Automotive 10.46 10.46 7.89
Oil & Gas 8.24 10.54 8.24
Tobacco 5.50 6.83 4.95
Metals & Mining 5.12 8.00 4.82

View All Sectors

Asset Allocation (%)(Sep 30, 14)

Equity 95.12
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.88

View All

Concentration

Holdings (%)
Top 5 26.95
Top 10 45.53
Sector (%)
Top 3 58.99

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