Below average performance in the category
The scheme is ranked 4 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.
|Period||Returns (%)||Rank #|
# Moneycontrol Rank within 172 Diversified Equity Schemes.
|Year||Qtr 1||Qtr 2||Qtr 3||Qtr 4||Annual|
Fund returns v/s Category average (Diversified Equity)
|1 mth (%)||3 mth (%)||6 mth (%)||1 yr (%)||2 yr (%)||3 yr (%)||5yr (%)|
|Difference of Fund returns and Category returns||0.4||1.3||-1.5||-5.4||14.6||12.2||13.3|
|Best of category||7.5||27.0||56.6||84.8||47.0||33.0||23.0|
|Worst of category||-8.6||-4.4||13.9||20.2||9.8||1.8||-6.0|
|Benchmark returns #||1.9||8.8||27.9||46.3||20.9||17.3||11.3|
|Difference of Fund returns and Benchmark returns||0.9||2.5||4.2||0.6||4.9||3.0||7.6|
An open-ended growth scheme with the objective to target growth of capital by investing in equity/equity related instruments of companies that are expected to benefit from the rising consumption patterns in India which in turn is getting fuelled by high disposable incomes of the young generation (Generation Next) The scheme will invest in companies that have the following characteristics: 1 Companies that seek growth in revenues arising out of demand from the younger generation (GenNext) for their products or services 2 They should be engaged in manufacturing of products or rendering of services that go directly to the consumer. 3 The products and services should have distinct brand identity, thereby enabling choice.
|Launch date||Jul 12, 2005|
|Asset Size (Rs cr)||174.10 (Jun-30-2014)|
|Last Dividend||N.A. View Dividend History|
|Fund Manager||Anil Shah
View performance of schemes managed by the Fund Manager
|Load Comments||Exit Load of 1% if redeemed within 365 Days from the date of allotment.|
|Diversified Equity||Crisil Rank||Assets (Rs.cr)
|3mth (%)||6mth (%)||1yr (%)||3yr (%)||5yr (%)|
|HDFC Equity Fund (G)||Rank 3
|HDFC Equity Fund - Direct (G)||Not Ranked
|Reliance Equity Oppor -Direct (G)||Not Ranked
|Reliance Equity Oppor - RP (G)||Rank 2
|Reliance Equity Oppor - IP (G)||Not Ranked
|* Returns over 1 year are Annualised||More »|
|Sun TV Network||Media||7.91||4.01|
|Food & Beverage||6.09||9.28||6.09|
|Cash / Call||2.73|
The country's 44 fund houses together had an average AUM (Asset Under Management) of Rs 7,93,331 cro ...
Jan 02, 2014 at 16:20 | Source: PTI
According to Mahesh Patil, Co-Chief Investment Officer, Birla Sun Life AMC market seems to be at bot ...
Nov 20, 2013 at 11:12 | Source: CNBC-TV18
A Balasubramanian, CEO, Birla SunLife AMC says, market stability will boost the confidence of distri ...
Nov 01, 2013 at 10:27 | Source: CNBC-TV18
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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.