SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Thematic - Infrastructure > Birla Sun Life Mutual Fund > Birla Sun Life India Reforms Fund (G)

Birla Sun Life India Reforms Fund (G)

PLAN: Regular OPTIONS: Growth
13.650 0.05 (0.36%)

NAV as on 31 Aug, 2015

CRISIL MF RANK

Riskometer

HIGH

HIGH

  • Principal at high risk.
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Thematic - Infrastructure category by Crisil (for quarter ended Nov 1999) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 31 Aug, 2015)

Period Returns (%) Rank #
1 mth -5.9 12
3 mth -3.7 37
6 mth -7.8 27
1 year 6.9 31
2 year 40.9 29
3 year 17.5 14
5 year 4.5 10

# Moneycontrol Rank within 59 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 1.4 -2.8 - - -
2014 8.0 32.0 0.2 11.4 -
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 (Thematic - Infrastructure)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -5.9 -3.7 -7.8 6.9 40.9 17.5 4.5
Category avg -7.1 -3.5 -7.6 5.9 37.5 15.4 3.1
Difference of Fund returns and Category returns 1.2 -0.2 -0.2 1.0 3.4 2.1 1.4
Best of category -4.0 -0.1 -3.1 23.5 58.6 35.4 17.6
Worst of category -11.0 -9.1 -13.6 -7.6 22.5 9.7 -6.6
Benchmark returns # -6.1 -4.1 -7.9 3.6 25.5 17.3 8.0
Difference of Fund returns and Benchmark returns 0.2 0.4 0.1 3.3 15.4 0.2 -3.5
Birla Sun Life India Reforms Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# 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 Growth
Launch date Jun 09, 2010
Benchmark CNX 500
Asset Size (Rs cr) 261.42 (Jun-30-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Satyabrata Mohanty
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

Thematic - Infrastructure Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Diver. Power -Direct (G) Not Ranked
30.28 -1.8 -8.3 -0.1 -- --
Reliance Diver. Power - RP (G) Rank 5
1,886.42 -2.3 -8.8 -0.9 12.1 -3.1
HDFC Infrastructure - Direct (G) Not Ranked
166.26 -4.9 -11.8 2.2 -- --
HDFC Infrastructure Fund (G) Rank 4
1,796.34 -5.1 -12.3 1.0 18.9 3.9
ICICI Pru Infrastructure-Direct (G) Not Ranked
43.05 -3.4 -8.9 4.8 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 15)

Equity Sector Value
(Rs cr)
Asset %
Maruti Suzuki Automotive 13.04 4.99
HDFC Bank Banking/Finance 12.36 4.73
Kotak Mahindra Banking/Finance 11.60 4.43
Axis Bank Banking/Finance 11.36 4.34
ICICI Bank Banking/Finance 9.93 3.80
Larsen Engineering 9.79 3.74
Shriram City Banking/Finance 7.71 2.95
SBI Banking/Finance 5.93 2.27
Bajaj Auto Automotive 5.85 2.24
Hero Motocorp Automotive 5.82 2.23

Full Portfolio

Sector Allocation (Jul 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 36.98 37.61 28.19
Automotive 12.26 14.77 11.22
Engineering 9.13 26.39 5.63
Utilities 1.91 3.42 1.36
Manufacturing 1.77 6.89 1.77
Cement 1.65 2.06 0.50

View All Sectors

Asset Allocation (%)(Jul 31, 15)

Equity 66.41
Others 0.05
Debt 30.80
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.74

View All

Concentration

Holdings (%)
Top 5 22.29
Top 10 35.72
Sector (%)
Top 3 58.37

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.