Birla Sun Life India Reforms Fund (G) NAV | Birla Sun Life Mutual Fund | Birla Sun Life India Reforms Fund (G) Investment

MARKET RADAR

SENSEX NIFTY Refresh

You are here : Moneycontrol > Mutual Funds > Diversified Equity > Birla Sun Life Mutual Fund > Birla Sun Life India Reforms Fund (G)

SNAPSHOT

SNAPSHOT

Performance

Investment Info

Peers

Portfolio

News and Videos

News Videos

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL.
View Top ranked funds in other categories

Benchmark Index:

View Historic Graph From To

Returns (NAV as on May-22-2013)

Period	Returns (%)	Rank #
1 mth	1.2	72
3 mth	0.2	55
6 mth	-2.8	81
1 year	13.1	70
2 year	-1.9	78
3 year	-	-
5 year	-	-

# Moneycontrol Rank within 89 Diversified Equity Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-14.1	-	-	-	-
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

Returns Calculator SIP Calculator

EXPAND ALL

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	1.2	0.2	-2.8	13.1	-1.9	--	--
Category avg	2.9	1.1	3.1	18.8	4.2	4.8	4.1
Difference of Fund returns and Category returns	-1.7	-0.9	-5.9	-5.7	-6.1	--	--
Best of category	7.0	7.0	10.6	34.5	17.7	16.8	15.6
Worst of category	-6.7	-8.4	-12.5	-4.2	-10.8	-6.1	-13.2
Benchmark returns #	2.1	1.2	4.3	21.3	3.7	4.3	2.9
Difference of Fund returns and Benchmark returns	-0.9	-1.0	-7.1	-8.2	-5.6	--	--

# 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)	56.21 (Mar-30-2013)
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	1.00%
Load Comments	Exit Load of 1% if redeemed within 1 Year 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	3.1	6.9	22.3	7.3	11.0
Reliance Growth Fund - RP (G)	Rank 4	5,175.99	-0.9	-1.7	15.9	2.2	5.1
Reliance Equity Oppor - RP (G)	Rank 1	4,956.08	0.1	2.4	21.4	11.4	13.3
ICICI Pru Dynamic Plan (G)	Rank 2	3,850.96	-0.6	2.9	16.0	6.9	7.9
SBI Contra Fund (G)	Rank 3	2,539.41	0.9	7.4	22.9	4.1	4.5
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Equity	Sector	Value (Rs cr)	Asset %
ICICI Bank	Banking/Finance	5.24	10.04
Larsen	Engineering	4.23	8.12
ONGC	Oil & Gas	2.29	4.39
Va Tech Wabag	Engineering	2.03	3.89
Federal Bank	Banking/Finance	1.83	3.50
PTC India	Services	1.80	3.45
GSFC	Chemicals	1.65	3.16
KEC Int	Engineering	1.48	2.84
Kalpataru Power	Engineering	1.44	2.77
BPCL	Oil & Gas	1.41	2.70