Birla Sun Life India Reforms Fund (D)
8.100
0.02 (0.25%)
NAV as on May-25-2012
Fund Family Birla Sun Life Mutual Fund
Fund Class Diversified Equity
SNAPSHOT
Performance
Investment Info
Peers
Portfolio
News and Videos
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
Benchmark Index:
Returns (NAV as on May-25-2012)
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -5.7 | 82 |
| 3 mth | -5.5 | 59 |
| 6 mth | -3.5 | 90 |
| 1 year | -13.7 | 91 |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 101 Diversified Equity Schemes.
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 19.8 | - | - | - | - |
| 2011 | -11.3 | 0.9 | -9.5 | -17.2 | -32.4 |
| 2010 | - | 0.3 | 11.8 | -6.0 | 7.5 |
* 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 | -5.7 | -5.5 | -3.5 | -13.7 | -- | -- | -- |
| Category avg | -4.6 | -4.6 | 1.9 | -7.4 | -0.1 | 8.6 | 3.0 |
| Difference of Fund returns and Category returns | -1.1 | -0.9 | -5.4 | -6.3 | -- | -- | -- |
| Best of category | 0.4 | 3.4 | 11.7 | 8.8 | 14.6 | 25.0 | 11.9 |
| Worst of category | -8.8 | -11.7 | -9.2 | -20.4 | -8.1 | -21.1 | -5.9 |
| Benchmark returns # | -5.7 | -6.1 | 4.5 | -9.4 | -1.1 | 4.8 | 2.1 |
| Difference of Fund returns and Benchmark returns | 0.0 | 0.6 | -8.0 | -4.3 | -- | -- | -- |
# Benchmark Index: S&P 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 | Dividend |
| Launch date | Jun 09, 2010 |
| Benchmark | S&P CNX 500 |
| Asset Size (Rs cr) | 2.00 (Mar-31-2012) |
| 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. | 91 22 66928000, 91 22 66928001 |
| Fax No. | 91 22 66928110 |
| connect@birlasunlife.com | |
| Website | http://www.birlasunlife.com |
Peer Comparison
| Diversified Equity | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| DSP-BR Equity Fund - RP (D) | Not Ranked |
1,229.08 | -6.6 | 0.8 | -8.7 | 9.0 | 6.1 |
| DSP-BR Equity Fund - Inst | Not Ranked |
155.82 | -4.2 | 3.4 | -6.1 | 4.2 | -- |
| DSP-BR Equity Fund - RP (G) | Rank 3 |
1,166.24 | -4.3 | 3.2 | -6.5 | 12.6 | 8.3 |
| Franklin India Prima Plus (G) | Rank 3 |
1,828.81 | -4.9 | 0.8 | -5.1 | 11.0 | 6.4 |
| Franklin (I) Flexi Cap (G) | Rank 3 |
1,771.36 | -7.2 | -0.3 | -10.0 | 10.8 | 5.4 |
| * Returns over 1 year are Annualised | More » | ||||||
Portfolio
Top Holdings (Apr 30, 12)
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ICICI Bank | Banking/Finance | - | 9.31 |
| Larsen | Engineering | - | 6.04 |
| Sadbhav Eng | Cement | - | 4.99 |
| Max India | Manufacturing | - | 4.46 |
| GSFC | Chemicals | - | 4.33 |
| HDFC Bank | Banking/Finance | - | 3.82 |
| Federal Bank | Banking/Finance | - | 3.55 |
| Power Grid Corp | Utilities | - | 3.13 |
| Kalpataru Power | Engineering | - | 3.13 |
| Bharti Airtel | Telecom | - | 3.06 |
Sector Allocation (Apr 30, 12)
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 26.65 | 28.74 | 19.25 |
| Engineering | 17.31 | 17.31 | 10.04 |
| Oil & Gas | 10.27 | 18.14 | 10.27 |
| Chemicals | 7.47 | 15.66 | 7.47 |
| Cement | 6.73 | 6.83 | 4.05 |
| Manufacturing | 6.03 | 6.03 | 2.86 |
Asset Allocation (%)(Apr 30, 12)
| Equity | 95.48 |
| Others | 2.33 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 2.19 |
Concentration
| Holdings | (%) |
|---|---|
| Top 5 | 29.13 |
| Top 10 | 45.82 |
| Sector | (%) |
|---|---|
| Top 3 | 54.23 |
News & Videos
News
Birla Sun Life MF announces changes in key personnel
Apr 28, 2012 at 11:30 | Source:
Videos
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Oct 25, 2011
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Oct 25, 2011
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Oct 25, 2011
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