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Morgan Stanley Growth Fund (G) SET SMS ALERT

72.316
0.42 (0.58%)
NAV as on Apr-16-2014
ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil. 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:
 
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Returns (NAV as on Apr-16-2014)

Period Returns (%) Rank #
1 mth 0.8 154
3 mth 5.6 136
6 mth 9.7 134
1 year 14.6 116
2 year 13.3 35
3 year 4.9 49
5 year 15.3 51

# Moneycontrol Rank within 165 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.6 - - - -
2013 -5.6 3.0 -4.6 9.0 3.7
2012 14.9 -1.9 10.3 8.2 35.6
2011 -9.6 -2.7 -12.6 -6.5 -29.4
2010 2.0 0.6 15.5 -1.2 19.5
2009 -3.7 48.9 15.3 5.1 78.0

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 0.8 5.6 9.7 14.6 13.3 4.9 15.3
Category avg 3.6 7.9 14.3 18.0 5.9 2.9 7.5
Difference of Fund returns and Category returns -2.8 -2.3 -4.6 -3.4 7.4 2.0 7.8
Best of category 8.2 15.6 26.2 52.5 32.6 18.1 26.5
Worst of category 0.8 2.7 5.3 -1.3 -5.4 -7.7 -3.0
Benchmark returns # 3.2 6.2 11.2 17.5 12.7 5.0 15.6
Difference of Fund returns and Benchmark returns -2.4 -0.6 -1.5 -2.9 0.6 -0.1 -0.3
Morgan Stanley Growth Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE 100

Investment Info

Investment Objective

The investment objective of the scheme is to achieve long-term capital appreciation by investing primarily in equity and equity related securities of companies having large market capitalization.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 19, 1994
Benchmark S&P BSE 100
Asset Size (Rs cr) 1,216.92 (Dec-31-2013)
Minimum Investment Rs.5000
Last Dividend Rs.2.00 (Oct-27-2006) View Dividend History
Bonus N.A.
Fund Manager Amay Hattangadi / Swanand Kelkar
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 1% if units are redeemed on or before the expiry of 1 year from the date of allotment.

Contact Details

Regd. Office Forbes Bldg, 5th Floor, Charanjit Rai Marg, Mumbai , 400001
Tel. No. 22096600 Ext.- 7045,7046
Fax No. 2,209,660,622,096,630
Email msgfindia@morganstanley.com
Website http://www.msgfindia.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund (G) Rank 4
9,590.31 12.8 24.1 22.0 5.9 21.8
Reliance Equity Oppor - RP (G) Rank 2
4,848.01 8.5 23.0 18.7 11.2 26.5
Reliance Growth Fund - RP (G) Rank 4
4,159.56 8.1 17.8 18.1 4.0 17.2
ICICI Pru Dynamic Plan - Inst. Not Ranked
10.01 8.3 18.4 34.5 11.3 22.7
ICICI Pru Dynamic Plan - IP (G) Not Ranked
6.78 8.3 18.4 34.3 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 92.50 8.27
Glenmark Pharmaceuticals 61.87 5.53
ITC Tobacco 59.63 5.33
HDFC Bank Banking/Finance 58.52 5.24
Zee Entertain Media 48.13 4.31
TCS Technology 42.35 3.79
Emami Cons NonDurable 39.85 3.56
Eicher Motors Automotive 38.00 3.40
Hero Motocorp Automotive 37.86 3.39
ICICI Bank Banking/Finance 36.67 3.28

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 18.67 27.33 18.03
Technology 12.06 12.61 9.04
Pharmaceuticals 10.90 11.04 10.20
Automotive 9.53 9.53 3.60
Media 6.75 7.42 5.69
Tobacco 5.33 8.56 5.24

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 92.48
Others 6.52
Debt 0.11
Mutual Funds N.A
Money Market 1.73
Cash / Call -0.83

View All

Concentration

Holdings (%)
Top 5 28.68
Top 10 46.10
Sector (%)
Top 3 41.63

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