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Birla Sun Life India Reforms Fund (D)

PLAN: Regular OPTIONS: Dividend
12.960 0.08 (0.62%)

NAV as on 21 Nov, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Birla Sun Life Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 21 Nov, 2014)

Period Returns (%) Rank #
1 mth 7.0 90
3 mth 10.6 79
6 mth 18.0 129
1 year 72.3 20
2 year 22.6 63
3 year 18.8 66
5 year - -

# Moneycontrol Rank within 183 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 8.0 32.0 -6.5 - -
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 7.0 10.6 18.0 72.3 22.6 18.8 --
Category avg 6.7 9.7 21.1 47.9 11.8 10.1 5.2
Difference of Fund returns and Category returns 0.3 0.9 -3.1 24.4 10.8 8.7 --
Best of category 12.6 19.6 45.0 85.6 50.5 40.5 23.2
Worst of category -5.6 -19.3 -1.0 14.7 11.5 7.5 -6.5
Benchmark returns # 7.4 8.0 18.2 47.8 23.9 21.9 10.4
Difference of Fund returns and Benchmark returns -0.4 2.6 -0.2 24.5 -1.3 -3.1 --
# 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 Dividend
Launch date Jun 09, 2010
Benchmark CNX 500
Asset Size (Rs cr) 142.02 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.0.80 (Aug-08-2014) 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 - Direct (G) Not Ranked
1,523.73 9.3 21.6 71.3 -- --
HDFC Equity Fund (G) Rank 3
14,114.11 9.1 21.2 70.1 27.5 16.1
Reliance Equity Oppor - RP (G) Rank 3
7,603.88 17.4 32.4 75.1 32.1 22.0
Reliance Equity Oppor - IP (G) Not Ranked
7.49 17.4 32.5 75.5 32.4 -6.5
Reliance Equity Oppor -Direct (G) Not Ranked
369.45 17.6 32.9 76.5 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 4.88 9.37
ONGC Oil & Gas 3.04 5.83
Larsen Engineering 2.98 5.72
Federal Bank Banking/Finance 2.56 4.91
BPCL Oil & Gas 2.46 4.73
IndusInd Bank Banking/Finance 2.38 4.56
Va Tech Wabag Engineering 2.25 4.31
PTC India Services 2.11 4.04
KEC Intl Engineering 2.09 4.00
Sadbhav Engg Engineering 1.87 3.60

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 33.58 33.58 25.31
Engineering 24.25 32.12 24.25
Oil & Gas 15.65 16.25 13.96
Manufacturing 5.07 5.07 2.35
Services 4.04 5.06 3.86
Retail & Real Estate 3.59 5.35 2.83

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 94.54
Others 0.19
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.26

View All

Concentration

Holdings (%)
Top 5 30.56
Top 10 51.08
Sector (%)
Top 3 73.47

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