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Aditya Birla Sun Life India Opportunities Fund - Plan B (G)

PLAN: Regular OPTIONS: Growth
138.580 0.74 (0.54%)

NAV as on 19 Sep, 2017

CRISIL MF RANK

Not Ranked

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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Jun 2017) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 19 Sep, 2017)

Period Returns (%) Rank #
1 mth 5.9 36
3 mth 10.3 9
6 mth 11.8 142
1 year 16.9 138
2 year 10.2 205
3 year 12.1 117
5 year 21.9 15

# Moneycontrol Rank within 263 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 7.6 -0.8 - - -
2016 -3.9 2.8 3.5 -4.2 -0.2
2015 6.9 -2.9 6.7 1.4 13.8
2014 8.1 23.0 10.6 4.5 55.0
2013 -3.2 -1.5 11.8 17.1 24.6
2012 20.3 -0.9 6.7 0.4 29.0

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 (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 10.3 11.8 16.9 10.2 12.1 21.9
Category avg 3.7 4.9 11.1 16.3 14.7 9.8 10.2
Difference of Fund returns and Category returns 2.2 5.4 0.7 0.6 -4.5 2.3 11.7
Best of category 7.8 16.9 22.6 35.1 29.6 29.5 28.8
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 5.0 5.7 12.9 19.3 16.0 10.8 15.4
Difference of Fund returns and Benchmark returns 0.9 4.6 -1.1 -2.4 -5.8 1.3 6.5
# Benchmark Index: NIFTY 500

Investment Info

Investment Objective

An Open ended Growth Scheme with the objective to achieve superior long-term growth of capital by investing in shares of companies that do one or more of the following: 1. Leverage Indias intellectual capital for providing services research and creative inputs. 2. Seek to use current and impending changes in patent laws / import tariffs / quotas to supply goods and services. 3. Leverage Indias lower labour costs for providing services and manufactured goods. 4. Leverage Indias large population of English speaking people for providing services.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Aug 25, 2003
Benchmark NIFTY 500
Asset Size (Rs cr) 108.60 (Jun-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Kunal Sangoi
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load of 1.00% if redeemed/switch-out of units within 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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ICICI Pru Value Discovery - DP (G) Rank 4
2,542.37 4.2 6.9 11.6 12.1 --
HDFC Equity Fund - Direct (G) Rank 3
4,723.17 5.0 13.5 21.2 11.0 --
Franklin (I) Prima Plus -Direct (G) Rank 3
1,895.25 6.0 10.8 16.9 15.6 --
ICICI Pru Value Discovery Fund (G) Rank 4
14,747.30 3.9 6.3 10.3 10.8 21.8
Franklin India Prima Plus (G) Rank 3
9,086.16 5.8 10.2 15.6 14.3 20.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Honeywell Autom Telecom 9.76 8.26
Infosys Technology 9.51 8.04
Sanofi India Pharmaceuticals 7.75 6.55
HCL Tech Technology 6.89 5.83
Persistent Technology 6.53 5.52
Tech Mahindra Technology 6.25 5.29
Reliance Oil & Gas 5.65 4.78
WABCO India Automotive 5.46 4.62
Sonata Technology 5.04 4.26
Hind Zinc Metals & Mining 5.04 4.26

Full Portfolio

Sector Allocation (Jul 31, 17)

Sector %

1-Year

HighLow

Technology 30.72 0.00 0.00
Pharmaceuticals 12.84 0.00 0.00
Telecom 11.30 0.00 0.00
Metals & Mining 9.79 0.00 0.00
Manufacturing 8.00 0.00 0.00
Engineering 7.69 0.00 0.00

View All Sectors

Asset Allocation (%)(Jul 31, 17)

Equity 96.25
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.79

View All

Concentration

Holdings (%)
Top 5 34.20
Top 10 57.41
Sector (%)
Top 3 54.86

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