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Birla Sun Life India Reforms Fund (G)

PLAN: Regular OPTIONS: Growth
15.530 0.23 (1.50%)

NAV as on 28 Jul, 2016

CRISIL MF RANK

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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 2016) rank unchanged from last quarter. 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 Jul, 2016)

Period Returns (%) Rank #
1 mth 8.1 11
3 mth 14.7 19
6 mth 19.1 20
1 year 9.2 8
2 year 12.3 19
3 year 26.6 23
5 year 9.2 8

# Moneycontrol Rank within 57 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -4.3 - - - -
2015 1.4 -2.8 -2.9 - -2.1
2014 8.0 32.0 0.2 11.4 58.6
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

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 8.1 14.7 19.1 9.2 12.3 26.6 9.2
Category avg 6.1 12.3 15.9 2.2 8.8 23.7 7.0
Difference of Fund returns and Category returns 2.0 2.4 3.2 7.0 3.5 2.9 2.2
Best of category 11.1 19.9 28.0 18.9 24.3 38.3 23.0
Worst of category 2.4 6.9 5.2 -10.8 -3.2 10.9 -0.1
Benchmark returns # 6.1 11.3 15.6 5.1 8.4 18.0 10.6
Difference of Fund returns and Benchmark returns 2.0 3.4 3.5 4.1 3.9 8.6 -1.4
Birla Sun Life India Reforms Fund (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: NIFTY 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 NIFTY 500
Asset Size (Rs cr) 217.16 (Jun-30-2016)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Satyabrata Mohanty
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% 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. 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 (%)
Reliance Diver. Power - RP (G) Rank 4
1,510.58 12.0 12.9 0.5 22.9 3.7
UTI Infrastructure Fund (G) Rank 4
1,381.39 15.1 21.3 -1.0 22.0 7.4
ICICI Pru Infrastructure (G) Rank 5
1,231.07 13.5 17.1 -2.5 22.9 8.1
DSP-BR India TIGER - RP (G) Rank 3
1,187.67 15.6 16.7 1.8 25.9 11.3
HDFC Infrastructure Fund (G) Rank 4
1,175.49 14.5 15.5 0.1 27.8 7.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 16)

Equity Sector Value
(Rs cr)
Asset %
Yes Bank Banking/Finance 14.22 6.55
Eicher Motors Automotive 11.51 5.30
HDFC Bank Banking/Finance 10.88 5.01
Repco Home Banking/Finance 9.60 4.42
Capital First Banking/Finance 7.71 3.55
Dalmia Bharat Cement 7.08 3.26
SBI Banking/Finance 6.97 3.21
ICICI Bank Banking/Finance 6.97 3.21
Cummins Engineering 6.56 3.02
Voltas Conglomerates 6.54 3.01

Full Portfolio

Sector Allocation (Jun 30, 16)

Sector %

1-Year

HighLow

Banking/Finance 38.05 36.98 30.81
Automotive 14.24 15.07 10.29
Cement 10.09 8.89 1.65
Engineering 6.23 10.92 6.14
Conglomerates 4.86 4.96 1.26
Services 0.43 1.11 0.33

View All Sectors

Asset Allocation (%)(Jun 30, 16)

Equity 74.31
Others 0.18
Debt 11.83
Mutual Funds N.A
Money Market 0.00
Cash / Call 13.67

View All

Concentration

Holdings (%)
Top 5 24.83
Top 10 40.54
Sector (%)
Top 3 62.38

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