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SET SMS ALERT Fund Family Birla Sun Life Mutual Fund
Fund Class International / Global Commodities
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 6.9 | 12 |
| 3 mth | -3.9 | 28 |
| 6 mth | -1.0 | 31 |
| 1 year | 9.9 | 29 |
| 2 year | -2.2 | 26 |
| 3 year | 5.9 | 20 |
| 5 year | - | - |
# Moneycontrol Rank within 41 International / Global Commodities Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -2.4 | - | - | - | - |
| 2012 | 1.2 | -3.4 | 3.8 | 1.9 | 4.8 |
| 2011 | 1.8 | -10.4 | -15.8 | 15.8 | -12.8 |
| 2010 | -1.6 | -12.3 | 14.5 | 18.9 | 15.3 |
| 2009 | -0.8 | 5.0 | 12.6 | 6.7 | 23.5 |
| 2008 | - | - | - | 3.2 | 3.2 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (International / Global Commodities)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 6.9 | -3.9 | -1.0 | 9.9 | -2.2 | 5.9 | -- |
| Category avg | 5.1 | -0.3 | 3.5 | 12.4 | 2.8 | 5.2 | 0.9 |
| Difference of Fund returns and Category returns | 1.8 | -3.6 | -4.5 | -2.5 | -5.0 | 0.7 | -- |
| Best of category | 10.8 | 13.2 | 25.7 | 42.6 | 24.8 | 19.6 | 6.8 |
| Worst of category | -5.6 | -28.1 | -44.0 | -36.1 | -27.5 | -15.9 | -6.3 |
Investment Objective
An Open ended Growth Scheme with the objective to offer long term growth of capital, by investing in (1) stocks of commodity companies, i.e., companies engaged in or focusing on the specified commodity business and/or (2) overseas mutual fund scheme(s), that have similar investment objectives.These securities could be issued in India or overseas.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Oct 14, 2008 |
| Benchmark | N.A |
| Asset Size (Rs cr) | 9.79 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Vineet Maloo View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| 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 |
| International / Global Commodities | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| DSP-BR World Gold - RP (G) | Not Ranked |
589.95 | -28.1 | -39.7 | -31.5 | -10.6 | -6.3 |
| Tata Indo-Global Infra (G) | Not Ranked |
517.59 | 1.9 | 1.7 | 12.6 | -0.1 | -4.1 |
| JPMorgan Asean Equity Off-shore | Not Ranked |
279.06 | 13.2 | 25.7 | 42.6 | -- | -- |
| L&T Indo Asia Fund (G) | Not Ranked |
283.61 | 3.6 | 7.3 | 24.9 | 9.8 | 6.8 |
| FT (I) Feeder-Franklin US Opp. (G) | Not Ranked |
191.56 | 12.1 | 21.0 | 22.3 | -- | -- |
| * Returns over 1 year are Annualised | More » | ||||||
| Others | Value (Rs cr) |
Asset % | |
|---|---|---|---|
| EXXON MOBIL CORP | 0.37 | 5.81 | |
| OCCIDENTAL PETROLEUM CORP | 0.28 | 4.51 | |
| BASF AG | 0.26 | 4.06 | |
| SCHLUMBERGER | 0.26 | 4.05 | |
| CF INDUSTRIES HOLDINGS INC ORD SHS | 0.23 | 3.71 | |
| The Mosaic Company Limited | 0.22 | 3.54 | |
| Potash Corp Of Saskatchewan Inc USD | 0.22 | 3.49 | |
| Anadarko Petroleum Corp | 0.20 | 3.25 | |
| DEERE & CO | 0.20 | 3.19 | |
| VOESTALPINE AG NPV | 0.20 | 3.10 |
| Equity | 0.00 |
| Others | 94.64 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 5.34 |
| Holdings | (%) |
|---|---|
| Top 5 | 22.14 |
| Top 10 | 38.71 |
| 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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