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Birla Sun Life India Reforms Fund (D)

PLAN: Regular OPTIONS: Dividend
11.800 0.16 (1.34%)

NAV as on 24 Jun, 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 24 Jun, 2016)

Period Returns (%) Rank #
1 mth 3.3 41
3 mth 8.5 22
6 mth 3.3 10
1 year 0.3 11
2 year 6.6 17
3 year 21.1 23
5 year 7.3 9

# Moneycontrol Rank within 57 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -4.2 - - - -
2015 1.4 -2.8 -2.9 -10.2 -12.1
2014 8.0 32.0 -6.5 11.4 47.9
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 3.3 8.5 3.3 0.3 6.6 21.1 7.3
Category avg 3.5 7.5 -0.9 -3.6 3.4 19.1 5.4
Difference of Fund returns and Category returns -0.2 1.0 4.2 3.9 3.2 2.0 1.9
Best of category 8.4 15.1 13.5 9.8 21.7 34.3 20.6
Worst of category 2.0 3.3 -8.8 -17.2 -8.8 8.0 -2.1
Benchmark returns # 4.3 7.0 1.8 -1.6 5.3 16.0 9.1
Difference of Fund returns and Benchmark returns -1.0 1.5 1.5 1.9 1.3 5.1 -1.8
Birla Sun Life India Reforms Fund (D) 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 Dividend
Launch date Jun 09, 2010
Benchmark NIFTY 500
Asset Size (Rs cr) 24.62 (Mar-31-2016)
Minimum Investment Rs.5000
Last Dividend Rs.1.30 (Nov-30-2015) 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
3,873.76 7.9 -5.2 -2.1 18.5 1.2
Reliance Diver. Power -Direct (G) Not Ranked
42.94 8.1 -4.9 -1.4 19.2 --
UTI Infrastructure Fund -Direct (G) Not Ranked
13.34 8.7 -1.6 -9.4 16.6 --
UTI Infrastructure Fund (G) Rank 4
1,955.19 8.6 -1.8 -9.8 16.1 5.0
HDFC Infrastructure - Direct (G) Not Ranked
156.04 10.3 -7.3 -6.3 22.0 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 16)

Equity Sector Value
(Rs cr)
Asset %
Yes Bank Banking/Finance 13.74 6.22
Eicher Motors Automotive 11.46 5.19
HDFC Bank Banking/Finance 11.32 5.12
Repco Home Banking/Finance 8.64 3.91
Capital First Banking/Finance 7.58 3.43
ICICI Bank Banking/Finance 7.34 3.32
Voltas Conglomerates 7.05 3.19
SBI Banking/Finance 6.76 3.06
IndusInd Bank Banking/Finance 6.53 2.95
Cummins Engineering 6.40 2.90

Full Portfolio

Sector Allocation (May 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 36.90 36.98 30.81
Automotive 14.15 15.07 10.29
Cement 8.89 8.89 1.65
Engineering 6.14 10.92 6.14
Conglomerates 4.96 4.96 1.26
Utilities 0.44 1.91 0.38

View All Sectors

Asset Allocation (%)(May 31, 16)

Equity 71.87
Others 0.05
Debt 26.53
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.53

View All

Concentration

Holdings (%)
Top 5 23.87
Top 10 39.29
Sector (%)
Top 3 59.94

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