Moneycontrol
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Thematic - Infrastructure > Birla Sun Life Mutual Fund > Birla Sun Life India Reforms Fund (D)

Birla Sun Life India Reforms Fund (D)

PLAN: Regular OPTIONS: Dividend
15.050 0.09 (0.60%)

NAV as on 21 Jul, 2017

CRISIL MF RANK

Riskometer

HIGH

HIGH

  • Principal at high risk.
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Thematic - Infrastructure category by Crisil (for quarter ended Mar 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 21 Jul, 2017)

Period Returns (%) Rank #
1 mth 4.3 4
3 mth 7.2 9
6 mth 24.1 15
1 year 26.5 22
2 year 15.3 16
3 year 15.6 18
5 year 20.5 10

# Moneycontrol Rank within 55 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 20.9 1.8 - - -
2016 -4.2 10.0 11.0 -17.8 -1.0
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

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

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 4.3 7.3 24.2 18.8 15.3 15.6 20.5
Category avg 2.3 4.5 20.8 26.7 11.8 13.2 14.3
Difference of Fund returns and Category returns 2.0 2.8 3.4 -7.9 3.5 2.4 6.2
Best of category 5.6 8.2 28.2 45.9 20.8 24.3 27.7
Worst of category -0.3 0.3 13.5 14.0 4.8 4.8 8.8
Benchmark returns # 2.7 7.6 19.7 20.6 10.7 11.8 16.3
Difference of Fund returns and Benchmark returns 1.6 -0.3 4.5 -1.8 4.6 3.8 4.2
Birla Sun Life India Reforms Fund (D) Review by Crisil - Rating: 3 (Rank 3 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) 181.96 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend Rs.0.73 (Dec-26-2016) 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 3
1,606.65 3.3 27.2 36.6 11.4 14.3
ICICI Pru Infrastructure-Direct (G) Rank 4
106.71 4.4 17.9 22.6 10.6 --
ICICI Pru Infrastructure (G) Rank 4
1,286.08 4.1 17.4 21.7 9.9 15.0
UTI Infrastructure Fund (G) Rank 4
1,468.65 3.0 20.1 22.8 11.0 14.7
DSP-BR India TIGER - RP (G) Rank 3
1,247.22 3.7 20.7 24.8 14.1 17.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 17)

Equity Sector Value
(Rs cr)
Asset %
Eicher Motors Automotive 9.78 9.38
Yes Bank Banking/Finance 9.63 9.23
Voltas Conglomerates 8.59 8.24
Repco Home Banking/Finance 8.08 7.75
ICICI Bank Banking/Finance 7.20 6.90
Maruti Suzuki Automotive 6.78 6.50
IndusInd Bank Banking/Finance 5.90 5.66
Bajaj Finserv Banking/Finance 5.80 5.56
Capital First Banking/Finance 4.53 4.34
L&T Finance Banking/Finance 4.20 4.03

Full Portfolio

Sector Allocation (Jun 30, 17)

Sector %

1-Year

HighLow

Banking/Finance 45.09 0.00 0.00
Automotive 18.92 0.00 0.00
Conglomerates 8.78 0.00 0.00
Oil & Gas 6.01 0.00 0.00
Cement 4.55 0.00 0.00
Metals & Mining 3.13 0.00 0.00

View All Sectors

Asset Allocation (%)(Jun 30, 17)

Equity 96.75
Others 1.95
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.31

View All

Concentration

Holdings (%)
Top 5 41.50
Top 10 67.59
Sector (%)
Top 3 72.79

News & Videos

News

Messages & Community

Sections
Follow us on
Available On