Fund Family Birla Sun Life Mutual Fund
Fund Class Sector - Technology
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -0.3 | 5 |
| 3 mth | -7.9 | 4 |
| 6 mth | -0.3 | 5 |
| 1 year | -8.5 | 5 |
| 2 year | -2.7 | 5 |
| 3 year | 10.3 | 6 |
| 5 year | -4.5 | 6 |
# Moneycontrol Rank within 6 Sector - Technology Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 6.0 | - | - | - | - |
| 2011 | -9.5 | -4.7 | -13.2 | 4.9 | -22.2 |
| 2010 | -2.8 | 1.0 | 8.9 | 4.9 | 15.7 |
| 2009 | -12.8 | 47.9 | 29.8 | 5.4 | 81.2 |
| 2008 | -26.1 | -7.1 | -12.4 | -27.5 | -57.4 |
| 2007 | -1.1 | 14.8 | -6.0 | 14.9 | 18.8 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Sector - Technology)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -0.3 | -7.9 | -0.3 | -8.5 | -2.7 | 10.3 | -4.5 |
| Category avg | -0.3 | -6.8 | 1.6 | -6.5 | 2.4 | 19.8 | 0.2 |
| Difference of Fund returns and Category returns | 0.0 | -1.1 | -1.9 | -2.0 | -5.1 | -9.5 | -4.7 |
| Best of category | 1.2 | -1.8 | 9.6 | -0.9 | 12.1 | 30.9 | 5.5 |
| Worst of category | -4.0 | -9.6 | -6.7 | -15.3 | -7.5 | 10.3 | -4.5 |
| Benchmark returns # | -0.8 | -11.0 | -2.4 | -10.0 | 3.1 | 9.4 | -3.0 |
| Difference of Fund returns and Benchmark returns | 0.5 | 3.1 | 2.1 | 1.5 | -5.8 | 0.9 | -1.5 |
Investment Objective
A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity,focusing on investing in technology and technology dependent companies hardware peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies The secondary objective is income generation and distribution of dividend.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jan 15, 2000 |
| Benchmark | BSE TECk |
| Asset Size (Rs cr) | 49.89 (Mar-31-2012) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Atul Penkar View performance of schemes managed by the Fund Manager |
| Notes | All Indian schemes of Alliance Capital Mutual Fund have been acquired by Birla Sun Life AMC with effect from the close of business hours on September 23, 2005. |
| 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 |
| Sector - Technology | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Franklin Infotech Fund (G) | Not Ranked |
122.10 | -9.5 | 1.1 | -5.0 | 25.7 | 2.9 |
| DSP-BR Technology.Com -RP (G) | Not Ranked |
51.90 | -9.6 | -6.7 | -15.3 | 12.3 | -1.7 |
| Tata Life Sc & Tech Fund (G) | Not Ranked |
45.81 | -4.5 | 1.9 | -6.7 | 16.1 | 5.5 |
| Birla SL New Millennium (G) | Not Ranked |
49.89 | -7.9 | -0.3 | -8.5 | 10.3 | -4.5 |
| ICICI Pru Tech. Fund (G) | Not Ranked |
104.56 | -1.8 | 9.6 | -0.9 | 30.9 | 2.0 |
| * Returns over 1 year are Annualised | More Ā» | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Infosys | Technology | - | 31.75 |
| TCS | Technology | - | 20.22 |
| Bharti Airtel | Telecom | - | 11.87 |
| Hexaware Tech | Technology | - | 8.09 |
| Oracle Financ | Technology | - | 5.80 |
| MindTree | Technology | - | 4.81 |
| Wipro | Technology | - | 3.65 |
| HCL Tech | Technology | - | 3.19 |
| Dish TV India | Media | - | 2.49 |
| OnMobile Global | Technology | - | 1.67 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Technology | 83.75 | 83.75 | 72.20 |
| Telecom | 11.87 | 13.79 | 8.75 |
| Media | 3.69 | 7.12 | 2.12 |
| Equity | 99.31 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 0.70 |
| Holdings | (%) |
|---|---|
| Top 5 | 77.73 |
| Top 10 | 93.54 |
| Sector | (%) |
|---|---|
| Top 3 | 99.31 |
Birla Sun Life MF announces changes in key personnel
Apr 28, 2012 at 11:30 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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