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Birla Sun Life Long Term Advantage Fund (G)

PLAN: Regular OPTIONS: Growth
25.360 0.09 (0.36%)

NAV as on 19 Dec, 2014

CRISIL MF RANK

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

Good performance in the category

The scheme is ranked 2 in Diversified Equity category by Crisil (for quarter ended Mar 2014) down from Rank 1 last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Close ING Core Equity Fund, ING Multi Manager Equity Fund, ING Retireinvest Fund - Series I has been merged with Birla Sun Life Long Term Advantage Fund w.e.f. Otcober 11, 2014.
Benchmark Index:
 
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Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth 0.5 32
3 mth 5.7 46
6 mth 19.9 40
1 year 53.0 62
2 year 28.7 18
3 year 30.3 15
5 year 15.9 16

# Moneycontrol Rank within 183 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.6 22.0 5.3 - -
2013 -7.3 1.7 -0.3 11.9 7.9
2012 14.6 -0.7 7.4 5.9 31.6
2011 -8.8 0.1 -9.1 -8.2 -24.7
2010 2.2 2.9 13.9 -1.6 20.5
2009 -4.0 45.1 18.5 7.3 81.3

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 0.5 5.7 19.9 53.0 28.7 30.3 15.9
Category avg -0.7 3.6 14.8 40.4 18.1 10.9 5.1
Difference of Fund returns and Category returns 1.2 2.1 5.1 12.6 10.6 19.4 10.8
Best of category 7.5 10.9 33.4 78.3 45.9 42.8 23.0
Worst of category -4.5 -11.7 -7.0 6.8 8.1 9.8 -7.5
Benchmark returns # -2.0 2.8 11.8 35.9 19.4 21.8 10.3
Difference of Fund returns and Benchmark returns 2.5 2.9 8.1 17.1 9.3 8.5 5.6
Birla Sun Life Long Term Advantage Fund (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

An Open ended Diversified Equity Scheme Change The scheme seeks to provide long-term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Sep 08, 2006
Benchmark S&P BSE 200
Asset Size (Rs cr) 168.65 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Mahesh Pati
View performance of schemes managed by the Fund Manager
Notes ING Core Equity Fund, ING Multi Manager Equity Fund, ING Retireinvest Fund - Series I has been merged with Birla Sun Life Long Term Advantage Fund w.e.f. Otcober 11, 2014.

Load Details

Entry Load N.A
Exit Load 1.50%
Load Comments Exit Load of 1.50% for redemption / switch-out of units within 365 days from the date of allotment and exit load of 0.50% for redemption / switch-out of units after 365 days but within 540 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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund (G) Rank 3
14,114.11 1.9 12.9 53.9 29.2 15.8
Reliance Equity Oppor - RP (G) Rank 3
7,603.88 6.6 21.9 57.4 34.8 20.6
Franklin High Growth Cos (G) Rank 1
799.94 10.1 32.5 76.6 41.1 19.6
Reliance Equity Oppor -Direct (G) Not Ranked
369.45 6.8 22.4 58.6 -- --
HDFC Equity Fund - Direct (G) Not Ranked
1,523.73 2.1 13.4 55.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 13.26 4.43
HDFC Bank Banking/Finance 13.26 4.43
Tech Mahindra Technology 12.57 4.20
Tech Mahindra Technology 12.57 4.20
ICICI Bank Banking/Finance 11.40 3.81
ICICI Bank Banking/Finance 11.40 3.81
ITC Tobacco 9.08 3.03
ITC Tobacco 9.08 3.03
SBI Banking/Finance 8.81 2.94
SBI Banking/Finance 8.81 2.94

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 59.92 29.96 22.39
Technology 24.72 16.36 11.04
Automotive 17.50 9.35 6.54
Chemicals 15.72 7.86 1.08
Pharmaceuticals 8.30 6.52 3.50
Engineering 7.36 9.79 3.68

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 90.70
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 9.32

View All

Concentration

Holdings (%)
Top 5 21.07
Top 10 36.82
Sector (%)
Top 3 102.14

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