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Birla Sun Life India Reforms Fund (G)

PLAN: Regular OPTIONS: Growth
13.990 0.01 (0.07%)

NAV as on 28 May, 2015

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Thematic - Infrastructure category by Crisil (for quarter ended Mar 2014) . If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Benchmark Index:
 
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Returns (NAV as on 28 May, 2015)

Period Returns (%) Rank #
1 mth 0.4 28
3 mth -5.5 16
6 mth 0.4 39
1 year 20.3 29
2 year 25.8 31
3 year 19.5 14
5 year - -

# Moneycontrol Rank within 59 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 1.4 - - - -
2014 8.0 32.0 0.2 11.4 -
2013 -14.1 -5.3 -12.2 20.0 -11.5
2012 19.8 -2.1 7.3 3.8 32.3
2011 -11.3 0.9 -9.5 -17.2 -32.4
2010 - 0.3 11.8 -6.0 7.5

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Thematic - Infrastructure)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.4 -5.5 0.4 20.3 25.8 19.5 --
Category avg 0.1 -5.6 0.9 17.6 25.5 17.0 4.6
Difference of Fund returns and Category returns 0.3 0.1 -0.5 2.7 0.3 2.5 --
Best of category 2.2 -1.6 7.9 56.0 48.7 39.1 20.5
Worst of category -2.5 -8.3 -5.0 -3.9 15.5 11.3 -3.6
Benchmark returns # 1.1 -5.1 -0.7 17.2 19.9 20.1 10.4
Difference of Fund returns and Benchmark returns -0.7 -0.4 1.1 3.1 5.9 -0.6 --
Birla Sun Life India Reforms Fund (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: CNX 500

Investment Info

Investment Objective

An Open ended Equity Scheme with an investment objective is to generate growth and capital appreciation by building a portfolio of companies that are expected to benefit from the economic reforms, PSU divestment and increased government spending.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jun 09, 2010
Benchmark CNX 500
Asset Size (Rs cr) 188.87 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Naysar Shah
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.50%
Load Comments Exit Load of 1.50% for redemption / switch-out of units within 365 days from the date of allotment and exit load of 1.00% for redemption / switch-out of units after 365 days but within 540 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

Thematic - Infrastructure Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Infrastructure Fund (G) Rank 3
1,880.56 -8.3 -1.9 20.0 20.0 7.4
HDFC Infrastructure - Direct (G) Not Ranked
160.10 -8.1 -1.3 21.4 -- --
Reliance Diver. Power - RP (G) Rank 5
2,109.59 -8.1 -4.5 2.7 12.5 -1.5
Reliance Diver. Power -Direct (G) Not Ranked
26.58 -8.0 -4.2 3.4 -- --
ICICI Pru Infrastructure-Direct (G) Not Ranked
42.83 -7.0 1.1 15.3 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Equity Sector Value
(Rs cr)
Asset %
Maruti Suzuki Automotive 13.04 4.99
HDFC Bank Banking/Finance 12.36 4.73
Kotak Mahindra Banking/Finance 11.60 4.43
Axis Bank Banking/Finance 11.36 4.34
ICICI Bank Banking/Finance 9.93 3.80
Larsen Engineering 9.79 3.74
Shriram City Banking/Finance 7.71 2.95
SBI Banking/Finance 5.93 2.27
Bajaj Auto Automotive 5.85 2.24
Hero Motocorp Automotive 5.82 2.23

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 36.98 36.98 28.19
Automotive 12.26 12.68 11.22
Engineering 9.13 32.12 5.63
Utilities 1.91 3.42 1.36
Manufacturing 1.77 6.89 1.77
Cement 1.65 3.56 0.50

View All Sectors

Asset Allocation (%)(Apr 30, 15)

Equity 66.41
Others 0.05
Debt 30.80
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.74

View All

Concentration

Holdings (%)
Top 5 22.29
Top 10 35.72
Sector (%)
Top 3 58.37

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