Birla Sun Life India Opportunities Fund - Plan B (G)
Fund Family Birla Sun Life Mutual Fund
Fund Class Diversified Equity
SNAPSHOT
Performance
Investment Info
Peers
Portfolio
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Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
Returns (NAV as on May-25-2012)
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -2.4 | 3 |
| 3 mth | -0.3 | 6 |
| 6 mth | 11.7 | 1 |
| 1 year | -7.0 | 43 |
| 2 year | -1.7 | 60 |
| 3 year | 12.9 | 21 |
| 5 year | -1.8 | 66 |
# Moneycontrol Rank within 101 Diversified Equity Schemes.
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 20.3 | - | - | - | - |
| 2011 | -8.8 | -3.5 | -15.2 | -4.8 | -30.5 |
| 2010 | 2.8 | -1.6 | 8.5 | 2.7 | 16.0 |
| 2009 | -5.9 | 51.6 | 29.0 | 9.8 | 105.2 |
| 2008 | -27.3 | -12.8 | -9.7 | -30.8 | -62.1 |
| 2007 | -5.9 | 11.5 | 1.0 | 15.2 | 18.9 |
* Returns over 1 year are Annualised
Performance
Fund returns v/s Category average (Diversified Equity)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -2.4 | -0.3 | 11.7 | -7.0 | -1.7 | 12.9 | -1.8 |
| Category avg | -4.6 | -4.6 | 1.9 | -7.4 | -0.1 | 8.6 | 3.0 |
| Difference of Fund returns and Category returns | 2.2 | 4.3 | 9.8 | 0.4 | -1.6 | 4.3 | -4.8 |
| Best of category | 0.4 | 3.4 | 11.7 | 8.8 | 14.6 | 25.0 | 11.9 |
| Worst of category | -8.8 | -11.7 | -9.2 | -20.4 | -8.1 | -21.1 | -5.9 |
| Benchmark returns # | -5.7 | -6.1 | 4.5 | -9.4 | -1.1 | 4.8 | 2.1 |
| Difference of Fund returns and Benchmark returns | 3.3 | 5.8 | 7.2 | 2.4 | -0.6 | 8.1 | -3.9 |
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 India’s 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 India’s lower labour costs for providing services and manufactured goods. 4. Leverage India’s large population of English speaking people for providing services.
Scheme details
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Aug 25, 2003 |
| Benchmark | S&P CNX 500 |
| Asset Size (Rs cr) | 39.38 (Mar-31-2012) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Atul Penkar View performance of schemes managed by the Fund Manager |
| Notes | N.A |
Load Details
| Entry Load | N.A |
|---|---|
| Exit Load | 0.50% |
| Load Comments | Exit Load of 0.50% if redeemed/switch-out of units within 7 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 |
| connect@birlasunlife.com | |
| Website | http://www.birlasunlife.com |
Peer Comparison
| Diversified Equity | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| DSP-BR Equity Fund - RP (D) | Not Ranked |
1,229.08 | -6.6 | 0.8 | -8.7 | 9.0 | 6.1 |
| DSP-BR Equity Fund - Inst | Not Ranked |
155.82 | -4.2 | 3.4 | -6.1 | 4.2 | -- |
| DSP-BR Equity Fund - RP (G) | Rank 3 |
1,166.24 | -4.3 | 3.2 | -6.5 | 12.6 | 8.3 |
| Franklin India Prima Plus (G) | Rank 3 |
1,828.81 | -4.9 | 0.8 | -5.1 | 11.0 | 6.4 |
| Franklin (I) Flexi Cap (G) | Rank 3 |
1,771.36 | -7.2 | -0.3 | -10.0 | 10.8 | 5.4 |
| * Returns over 1 year are Annualised | More » | ||||||
Portfolio
Top Holdings (Apr 30, 12)
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Hexaware Tech | Technology | - | 9.87 |
| Cummins | Engineering | - | 6.68 |
| Oracle Financ | Technology | - | 6.05 |
| MindTree | Technology | - | 5.69 |
| Infosys | Technology | - | 5.35 |
| CRISIL | Miscellaneous | - | 5.04 |
| Honeywell Autom | Telecom | - | 4.92 |
| Wipro | Technology | - | 3.98 |
| TCS | Technology | - | 3.74 |
| Hindalco | Metals & Mining | - | 3.59 |
Sector Allocation (Apr 30, 12)
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Technology | 45.86 | 46.15 | 33.67 |
| Pharmaceuticals | 13.41 | 13.46 | 7.92 |
| Engineering | 11.85 | 15.97 | 9.71 |
| Metals & Mining | 9.37 | 11.79 | 9.37 |
| Miscellaneous | 5.04 | 7.17 | 4.49 |
| Telecom | 4.92 | 5.29 | 3.68 |
Asset Allocation (%)(Apr 30, 12)
| Equity | 97.72 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 2.29 |
Concentration
| Holdings | (%) |
|---|---|
| Top 5 | 33.64 |
| Top 10 | 54.91 |
| Sector | (%) |
|---|---|
| Top 3 | 71.12 |
News & Videos
News
NAVs gained amid volatile markets
May 22, 2012 at 9:59 | Source:
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Birla Sun Life MF announces changes in key personnel
Apr 28, 2012 at 11:30 | Source:
Videos
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Oct 25, 2011
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Oct 25, 2011
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Oct 25, 2011
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