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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Diversified Equity category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category

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 May-17-2013)

Period	Returns (%)	Rank #
1 mth	5.9	41
3 mth	2.1	44
6 mth	7.0	37
1 year	24.3	32
2 year	5.3	39
3 year	3.4	56
5 year	3.6	50

# Moneycontrol Rank within 90 Diversified Equity Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-9.3	-	-	-	-
2012	16.4	-1.5	10.4	5.3	35.8
2011	-10.2	-2.7	-10.9	-8.5	-29.8
2010	-0.4	1.0	13.8	-3.1	13.4
2009	-8.4	53.2	17.8	8.4	84.5
2008	-30.8	-15.6	-2.1	-22.0	-56.8

View where it stands within its peers

* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	5.9	2.1	7.0	24.3	5.3	3.4	3.6
Category avg	5.4	1.9	5.4	20.0	4.7	4.5	4.1
Difference of Fund returns and Category returns	0.5	0.2	1.6	4.3	0.6	-1.1	-0.5
Best of category	8.7	7.2	14.7	35.4	18.2	15.8	15.4
Worst of category	-3.7	-7.3	-11.4	-2.6	-9.9	-6.1	-13.1
Benchmark returns #	8.5	4.1	9.8	25.6	5.2	5.0	3.0
Difference of Fund returns and Benchmark returns	-2.6	-2.0	-2.8	-1.3	0.1	-1.6	0.6

Birla Sun Life Equity Fund (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)

# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

An open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities.

Scheme details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Aug 27, 1998
Benchmark	S&P BSE 200
Asset Size (Rs cr)	712.16 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	N.A. View Dividend History
Bonus	N.A.
Fund Manager	Anil Shah 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	1.00%
Load Comments	Exit Load of 1% if redeemed within 365 Days from the date of allotment.

Contact Details

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
Email	connect@birlasunlife.com
Website	http://www.birlasunlife.com

Peer Comparison

Diversified Equity	Crisil Rank	Assets (Rs.cr)
Diversified Equity	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
HDFC Equity Fund (G)	Rank 3	11,165.20	3.5	9.6	24.1	7.2	11.1
Reliance Growth Fund - RP (G)	Rank 4	5,175.99	0.8	0.8	17.5	2.2	5.1
Reliance Equity Oppor - RP (G)	Rank 1	4,956.08	2.5	5.7	24.8	11.3	13.3
ICICI Pru Dynamic Plan (G)	Rank 2	3,850.96	-0.1	3.6	15.5	6.5	7.7
SBI Contra Fund (G)	Rank 3	2,539.41	1.3	8.9	22.1	3.5	4.2
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Equity	Sector	Value (Rs cr)	Asset %
ICICI Bank	Banking/Finance	55.86	8.23
Cairn India	Oil & Gas	31.20	4.60
Aurobindo Pharm	Pharmaceuticals	22.91	3.38
Reliance	Oil & Gas	22.86	3.37
Larsen	Engineering	22.68	3.34
HCL Tech	Technology	21.64	3.19
ITC	Tobacco	21.38	3.15
Hind Zinc	Metals & Mining	18.48	2.72
LIC Housing Fin	Banking/Finance	17.97	2.65
NTPC	Utilities	16.05	2.37