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SET SMS ALERT Fund Family Birla Sun Life Mutual Fund
Fund Class International / Global Commodities
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 8.9 | 4 |
| 3 mth | 10.5 | 6 |
| 6 mth | 13.5 | 8 |
| 1 year | 21.7 | 14 |
| 2 year | 14.6 | 4 |
| 3 year | 18.1 | 2 |
| 5 year | 4.5 | 7 |
# Moneycontrol Rank within 41 International / Global Commodities Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | 2.5 | - | - | - | - |
| 2012 | 6.8 | 1.1 | 0.4 | 6.0 | 16.9 |
| 2011 | 4.1 | -0.1 | -9.9 | 16.9 | 7.7 |
| 2010 | -2.6 | -9.5 | 10.7 | 9.6 | 5.9 |
| 2009 | -1.7 | 8.6 | 15.2 | 3.3 | 25.6 |
| 2008 | -7.2 | 4.6 | -12.5 | -19.9 | -29.9 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (International / Global Commodities)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 8.9 | 10.5 | 13.5 | 21.7 | 14.6 | 18.1 | 4.5 |
| Category avg | 5.0 | 0.2 | 3.3 | 11.9 | 2.9 | 5.2 | 1.0 |
| Difference of Fund returns and Category returns | 3.9 | 10.3 | 10.2 | 9.8 | 11.7 | 12.9 | 3.5 |
| Best of category | 10.9 | 13.2 | 25.7 | 42.6 | 24.9 | 21.5 | 7.0 |
| Worst of category | -2.4 | -28.1 | -42.8 | -35.4 | -26.2 | -15.1 | -6.3 |
Investment Objective
An open-ended diversified equity scheme with an objective to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the international markets.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Oct 16, 2007 |
| Benchmark | N.A |
| Asset Size (Rs cr) | 59.44 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Vineet Maloo View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load of 1% if redeemed within 365 Days from the date of allotment. |
| 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 |
| International / Global Commodities | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| DSP-BR World Gold - RP (G) | Not Ranked |
589.95 | -28.1 | -39.7 | -31.5 | -10.6 | -6.3 |
| Tata Indo-Global Infra (G) | Not Ranked |
517.59 | 1.7 | 1.0 | 12.7 | -0.3 | -3.3 |
| JPMorgan Asean Equity Off-shore | Not Ranked |
279.06 | 13.2 | 25.7 | 42.6 | -- | -- |
| L&T Indo Asia Fund (G) | Not Ranked |
283.61 | 4.1 | 6.9 | 24.5 | 9.7 | 7.0 |
| FT (I) Feeder-Franklin US Opp. (G) | Not Ranked |
191.56 | 12.1 | 21.0 | 22.3 | -- | -- |
| * Returns over 1 year are Annualised | More » | ||||||
| Others | Value (Rs cr) |
Asset % | |
|---|---|---|---|
| Chubb Corp/The | 3.19 | 5.37 | |
| MTR Corp Ltd | 2.27 | 3.83 | |
| Northrop Grumman Corp | 2.25 | 3.79 | |
| International Business Machines Corp | 2.09 | 3.51 | |
| Aetna Inc | 2.08 | 3.51 | |
| Coach Inc | 2.06 | 3.48 | |
| Roche Holding AG | 2.01 | 3.40 | |
| ENSCO PLC | 1.96 | 3.29 | |
| Coca-Cola Co/The | 1.93 | 3.26 | |
| McKesson Corp | 1.94 | 3.26 |
| Equity | 0.00 |
| Others | 98.77 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 1.25 |
| Holdings | (%) |
|---|---|
| Top 5 | 20.01 |
| Top 10 | 36.70 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
Birla SL MF to step up equity exposure to expand reach
May 05, 2013 at 12:43 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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