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Birla Sun Life India Reforms Fund (G) SET SMS ALERT

9.690
0.07 (0.72%)
NAV as on Apr-15-2014
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Apr-15-2014)

Period Returns (%) Rank #
1 mth 6.6 22
3 mth 15.2 3
6 mth 24.7 11
1 year 12.0 137
2 year 4.9 74
3 year -1.2 75
5 year - -

# Moneycontrol Rank within 161 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 8.0 - - - -
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 6.6 15.2 24.7 12.0 4.9 -1.2 --
Category avg 4.4 7.6 15.5 19.5 6.5 3.1 7.9
Difference of Fund returns and Category returns 2.2 7.6 9.2 -7.5 -1.6 -4.3 --
Best of category 9.6 15.4 27.8 52.5 32.6 18.1 27.0
Worst of category 1.4 2.7 6.6 -0.3 -4.2 -7.5 -2.6
Benchmark returns # 4.8 7.7 13.8 20.6 12.3 4.1 14.4
Difference of Fund returns and Benchmark returns 1.8 7.5 10.9 -8.6 -7.4 -5.3 --
# 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) 41.84 (Dec-31-2013)
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. 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 (G) Rank 4
9,590.31 12.9 25.3 23.7 6.3 22.4
Reliance Equity Oppor - RP (G) Rank 2
4,848.01 8.7 24.4 20.3 11.7 27.0
Reliance Growth Fund - RP (G) Rank 4
4,159.56 7.9 19.1 20.4 4.4 17.7
ICICI Pru Dynamic Plan - IP (G) Not Ranked
6.78 8.3 18.4 34.3 -- --
ICICI Pru Dynamic Plan - Inst. Not Ranked
10.01 8.3 18.4 34.5 11.3 22.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 3.99 9.83
Larsen Engineering 3.26 8.04
ONGC Oil & Gas 1.75 4.31
Crompton Greave Engineering 1.61 3.98
PTC India Services 1.61 3.98
KEC Intl Engineering 1.61 3.96
Federal Bank Banking/Finance 1.58 3.89
Va Tech Wabag Engineering 1.51 3.71
BPCL Oil & Gas 1.43 3.53
Kalpataru Power Engineering 1.31 3.23

Full Portfolio

Sector Allocation (Mar 31, 14)

Sector %

1-Year

HighLow

Engineering 27.53 27.53 21.93
Banking/Finance 27.50 29.64 23.62
Oil & Gas 14.67 15.97 12.93
Media 6.89 8.30 5.37
Utilities 5.95 7.51 3.96
Retail & Real Estate 4.43 5.35 4.34

View All Sectors

Asset Allocation (%)(Mar 31, 14)

Equity 99.02
Others 0.20
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.83

View All

Concentration

Holdings (%)
Top 5 30.14
Top 10 48.46
Sector (%)
Top 3 69.70

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