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Birla Sun Life Emerging Leaders Fund - Series 1-Regular Plan (G)

PLAN: Regular OPTIONS: Growth
20.840 0.18 (0.87%)

NAV as on 28 Apr, 2017

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 Dec 2016) since it does not fulfill certain eligibility criteria of CRISIL

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

Period Returns (%) Rank #
1 mth 7.4 79
3 mth 12.4 113
6 mth 6.9 120
1 year 31.6 92
2 year 18.8 59
3 year - -
5 year - -

# Moneycontrol Rank within 139 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -6.8 11.4 9.6 -10.7 5.6
2015 2.0 -2.8 1.1 4.7 7.9
2014 - 20.9 6.2 11.7 43.9

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 (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 7.4 12.4 6.9 31.6 18.8 -- --
Category avg 7.5 13.8 10.3 32.8 16.1 20.2 14.2
Difference of Fund returns and Category returns -0.1 -1.4 -3.4 -1.2 2.7 -- --
Best of category 10.7 20.6 18.1 56.3 28.9 42.5 32.5
Worst of category 3.4 8.6 1.6 12.5 6.2 18.1 16.7
Benchmark returns # 8.6 17.6 14.3 39.4 19.1 -- --
Difference of Fund returns and Benchmark returns -1.2 -5.2 -7.4 -7.8 -0.3 -- --
# Benchmark Index: S&P BSE SMALLCAP

Investment Info

Investment Objective

The primary objective of the Scheme is to generate long-term capital appreciation by investing predominantly in equity and equity related securities of Small & Mid Cap companies.

Scheme details

Fund Type Close-Ended
Investment Plan Growth
Launch date Apr 30, 2014
Benchmark S&P BSE SMALLCAP
Asset Size (Rs cr) 269.67 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Jayesh Gandhi
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

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 Opportunities (G) Rank 2
12,753.08 13.5 12.0 39.0 29.8 26.2
IDFC Premier Equity - Regular (G) Rank 5
5,234.04 13.4 8.3 22.1 22.4 20.9
Franklin India Prima Fund (G) Rank 3
4,457.05 13.7 10.8 32.3 30.3 27.6
DSP-BR Micro Cap Fund - RP (G) Rank 1
4,258.41 13.9 11.1 41.2 41.6 31.8
Sundaram Select Midcap -RP (G) Rank 2
4,246.28 13.1 10.1 38.9 32.4 27.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Dewan Housing Banking/Finance 10.30 3.82
Guj State Petro Oil & Gas 8.31 3.08
Bank of Baroda Banking/Finance 8.09 3.00
Natco Pharma Pharmaceuticals 7.96 2.95
City Union Bank Banking/Finance 7.79 2.89
KEC Intl Engineering 7.60 2.82
MRPL Oil & Gas 7.50 2.78
Johnson Control Cons Durable 7.36 2.73
Exide Ind Automotive 7.34 2.72
CG Consumer Manufacturing 7.09 2.63

Full Portfolio

Sector Allocation (Mar 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 17.63 21.00 21.00
Pharmaceuticals 10.75 11.03 11.03
Oil & Gas 10.45 7.45 7.45
Cement 8.10 6.22 6.22
Engineering 6.94 1.96 1.96
Automotive 6.63 5.18 5.18

View All Sectors

Asset Allocation (%)(Mar 31, 17)

Equity 87.84
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 12.17

View All

Concentration

Holdings (%)
Top 5 15.74
Top 10 29.42
Sector (%)
Top 3 38.83

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