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Birla Sun Life India Reforms Fund (D)

PLAN: Regular OPTIONS: Dividend
13.470 0.1 (0.75%)

NAV as on 24 Mar, 2017

CRISIL MF RANK

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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Thematic - Infrastructure category by Crisil (for quarter ended Dec 2016) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Benchmark Index:
 
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Returns (NAV as on 24 Mar, 2017)

Period Returns (%) Rank #
1 mth 3.0 13
3 mth 21.1 7
6 mth 4.2 47
1 year 30.7 25
2 year 9.9 23
3 year 28.4 31
5 year 17.5 10

# Moneycontrol Rank within 63 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 3.0 13.7 -2.2 22.7 9.9 28.4 17.5
Category avg 2.0 14.7 7.2 26.9 7.7 19.7 10.1
Difference of Fund returns and Category returns 1.0 -1.0 -9.4 -4.2 2.2 8.7 7.4
Best of category 7.0 25.5 24.6 65.3 30.5 33.6 25.1
Worst of category -0.3 11.3 1.5 18.7 0.5 13.5 5.2
Benchmark returns # 2.6 17.6 5.7 24.8 6.4 15.8 13.9
Difference of Fund returns and Benchmark returns 0.4 -3.9 -7.9 -2.1 3.5 12.6 3.6
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) 172.81 (Dec-31-2016)
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 -Direct (G) Rank 4
27.43 25.5 18.7 40.4 23.3 --
Reliance Diver. Power - RP (G) Rank 4
1,484.18 25.3 18.3 39.4 22.5 10.8
UTI Infrastructure Fund -Direct (G) Rank 4
10.73 18.1 5.5 30.3 19.8 --
UTI Infrastructure Fund (G) Rank 4
1,423.31 18.0 5.3 29.8 19.3 11.8
ICICI Pru Infrastructure-Direct (G) Rank 4
75.51 16.0 8.6 29.6 19.8 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 17)

Equity Sector Value
(Rs cr)
Asset %
Yes Bank Banking/Finance 13.00 10.72
Eicher Motors Automotive 9.65 7.96
SBI Banking/Finance 7.75 6.39
Voltas Conglomerates 7.47 6.16
ICICI Bank Banking/Finance 7.13 5.88
IndusInd Bank Banking/Finance 7.11 5.86
Capital First Banking/Finance 7.07 5.83
Repco Home Banking/Finance 6.87 5.66
Bajaj Finserv Banking/Finance 6.85 5.65
Maruti Suzuki Automotive 5.92 4.88

Full Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

Banking/Finance 51.26 36.90 36.28
Automotive 17.72 14.15 13.40
Engineering 8.24 6.17 6.14
Conglomerates 7.15 4.96 4.30
Metals & Mining 5.21 0.00 0.00
Oil & Gas 4.84 0.00 0.00

View All Sectors

Asset Allocation (%)(Feb 28, 17)

Equity 100.01
Others 0.10
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call -0.11

View All

Concentration

Holdings (%)
Top 5 37.11
Top 10 64.99
Sector (%)
Top 3 77.22

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