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Birla Sun Life Special Situations Fund (G)

PLAN: Regular OPTIONS: Growth
16.210 0.1 (0.64%)

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

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Mar 2014) down from Rank 2 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Benchmark Index:
 
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Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth 0.7 23
3 mth 6.5 30
6 mth 16.5 87
1 year 60.5 21
2 year 27.1 39
3 year 27.3 36
5 year 12.0 49

# Moneycontrol Rank within 183 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.9 33.8 1.0 - -
2013 -9.1 -1.2 -3.5 13.9 1.0
2012 10.4 -2.0 9.5 4.1 25.8
2011 -9.9 -2.6 -11.5 -4.8 -26.9
2010 -0.3 -1.0 13.5 -3.5 10.4
2009 -7.4 48.8 17.8 4.3 74.2

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 0.7 6.5 16.5 60.5 27.1 27.3 12.0
Category avg -0.7 3.6 14.8 40.4 18.1 10.9 5.1
Difference of Fund returns and Category returns 1.4 2.9 1.7 20.1 9.0 16.4 6.9
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 # -1.8 1.9 10.0 37.0 17.9 22.2 10.2
Difference of Fund returns and Benchmark returns 2.5 4.6 6.5 23.5 9.2 5.1 1.8
Birla Sun Life Special Situations Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

An open-ended diversified equity scheme with an objective of the scheme is to generate long-term growth of capital by investing in a portfolio of equity and equity related securities. The Scheme would follow an investment strategy that would take advantage of Special Situations & Contrarian investment style.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 15, 2008
Benchmark S&P BSE 200
Asset Size (Rs cr) 142.40 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Anil 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 365 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 %
WABCO India Automotive 8.69 6.15
Maruti Suzuki Automotive 8.37 5.91
IndusInd Bank Banking/Finance 7.50 5.31
Lupin Pharmaceuticals 7.40 5.23
Wipro Technology 7.03 4.97
ICICI Bank Banking/Finance 7.02 4.96
Motherson Sumi Automotive 6.85 4.84
HCL Tech Technology 6.65 4.70
Tech Mahindra Technology 6.60 4.67
Strides Arcolab Pharmaceuticals 5.92 4.19

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 28.13 30.07 19.56
Automotive 16.90 16.90 9.45
Technology 15.82 19.20 8.63
Pharmaceuticals 11.81 12.61 7.30
Metals & Mining 4.76 8.77 4.76
Engineering 4.37 8.27 3.84

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 98.78
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.23

View All

Concentration

Holdings (%)
Top 5 27.57
Top 10 50.93
Sector (%)
Top 3 60.85

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