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SET SMS ALERT Fund Family Birla Sun Life Mutual Fund
Fund Class Thematic - Infrastructure
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
No Data to display
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | - | - |
| 3 mth | - | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 35 Thematic - Infrastructure Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2011 | -15.2 | -2.1 | -9.7 | 1.4 | -24.0 |
| 2010 | 0.8 | 0.7 | 2.0 | -3.2 | 2.2 |
| 2009 | -6.2 | 30.3 | 16.1 | 3.1 | 50.2 |
| 2008 | -33.1 | -22.4 | -1.6 | -24.3 | -63.0 |
| 2007 | -33.2 | 25.8 | 19.9 | 32.7 | 30.1 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Thematic - Infrastructure)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -- | -- | -- | -- | -- | -- | -- |
| Category avg | -2.4 | -3.6 | -6.5 | 4.8 | -7.0 | -6.0 | -2.6 |
| Difference of Fund returns and Category returns | -- | -- | -- | -- | -- | -- | -- |
| Best of category | 1.1 | 0.5 | 4.2 | 23.4 | 8.3 | 5.6 | 2.4 |
| Worst of category | -5.5 | -10.0 | -19.2 | -13.7 | -20.5 | -19.4 | -15.9 |
| Benchmark returns # | 2.2 | 1.3 | 5.1 | 22.0 | 4.0 | 4.7 | 2.9 |
| Difference of Fund returns and Benchmark returns | -- | -- | -- | -- | -- | -- | -- |
Investment Objective
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Jan 15, 2000 |
| Benchmark | S&P BSE 200 |
| Asset Size (Rs cr) | 18.25 (Dec-30-2011) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.1.15 (Feb-04-2011) View Dividend History |
| Bonus | N.A. |
| Fund Manager | Mahesh Patil View performance of schemes managed by the Fund Manager |
| Notes | Birla Sun Life Basis Industries Fund has been merge with Birla Sun Life Infrastructure Fund, with effect from October 21, 2011. |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.50% |
| Load Comments | Exit Load of 1% if redeemed within 365 Days from the date of allotment. |
| 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 |
| Thematic - Infrastructure | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Reliance Diver. Power - RP (G) | Rank 4 |
1,848.20 | -8.0 | -12.9 | -3.3 | -14.3 | -5.4 |
| UTI Infrastructure Fund (G) | Rank 3 |
1,715.64 | -1.4 | -1.9 | 13.8 | -5.6 | -4.1 |
| ICICI Pru Infrastructure (G) | Rank 2 |
1,635.31 | -3.3 | -3.6 | 9.2 | -3.2 | -1.7 |
| DSP-BR India TIGER - RP (G) | Rank 1 |
1,413.22 | -2.0 | -1.7 | 14.0 | -1.5 | -- |
| SBI Infrastructure - Sr I (G) | Rank 4 |
601.41 | -1.6 | -6.3 | 9.0 | -7.9 | -6.9 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| No Holdings Data Available | |||
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 0.00 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
Birla SL MF to step up equity exposure to expand reach
May 05, 2013 at 12:43 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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