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Birla Sun Life India Reforms Fund (G)

PLAN: Regular OPTIONS: Growth
14.810 0.34 (2.35%)

NAV as on 02 Mar, 2015

CRISIL MF RANK

Not Ranked

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.
FUND FAMILY : Birla Sun Life Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 02 Mar, 2015)

Period Returns (%) Rank #
1 mth 2.6 103
3 mth 4.4 138
6 mth 14.9 120
1 year 79.1 19
2 year 31.3 97
3 year 19.1 69
5 year - -

# Moneycontrol Rank within 234 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 2.6 4.4 14.9 79.1 31.3 19.1 --
Category avg 2.4 5.2 13.5 46.4 23.3 15.9 9.3
Difference of Fund returns and Category returns 0.2 -0.8 1.4 32.7 8.0 3.2 --
Best of category 7.5 12.3 33.2 95.6 52.5 38.2 25.6
Worst of category -9.0 -7.0 -9.7 15.9 12.9 5.3 -6.7
Benchmark returns # 2.9 5.9 12.7 52.5 28.2 20.0 11.6
Difference of Fund returns and Benchmark returns -0.3 -1.5 2.2 26.6 3.1 -0.9 --
# 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) 47.93 (Dec-31-2014)
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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund - Direct (G) Not Ranked
1,862.94 0.9 9.6 64.1 -- --
Reliance Equity Oppor - RP (G) Rank 2
9,250.33 3.8 20.8 70.8 30.0 21.7
HDFC Equity Fund (G) Rank 4
15,432.08 0.7 9.2 62.9 23.5 16.3
Reliance Equity Oppor -Direct (G) Not Ranked
497.80 4.0 21.2 72.1 -- --
Reliance Equity Oppor - IP (G) Not Ranked
8.40 3.9 20.9 71.2 30.3 -6.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 30, 15)

Equity Sector Value
(Rs cr)
Asset %
ING Vysya Bank Banking/Finance 11.04 6.08
ICICI Bank Banking/Finance 7.94 4.37
HDFC Bank Banking/Finance 7.54 4.15
Bajaj Auto Automotive 7.18 3.95
Hero Motocorp Automotive 7.16 3.95
Bharat Elec Manufacturing 5.01 2.76
Tourism Finance Banking/Finance 4.30 2.37
Federal Bank Banking/Finance 4.26 2.34
Maruti Suzuki Automotive 3.65 2.01
MCX India Miscellaneous 3.52 1.94

Full Portfolio

Sector Allocation (Jan 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 28.19 36.98 27.50
Automotive 11.22 11.22 11.22
Engineering 5.63 32.12 5.63
Oil & Gas 4.31 19.16 4.31
Manufacturing 3.94 6.89 2.35
Miscellaneous 1.94 1.94 1.94

View All Sectors

Asset Allocation (%)(Jan 30, 15)

Equity 58.48
Others 0.06
Debt 18.01
Mutual Funds N.A
Money Market 0.00
Cash / Call 23.44

View All

Concentration

Holdings (%)
Top 5 22.50
Top 10 33.92
Sector (%)
Top 3 45.04

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