Election 2014
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Diversified Equity > Birla Sun Life Mutual Fund > Birla Sun Life India Opportunities Fund - Plan B (G)

Birla Sun Life India Opportunities Fund - Plan B (G) SET SMS ALERT

72.850
0.19 (0.26%)
NAV as on Apr-23-2014
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Apr-23-2014)

Period Returns (%) Rank #
1 mth 4.0 118
3 mth 9.9 87
6 mth 23.5 16
1 year 46.1 4
2 year 21.4 2
3 year 9.8 11
5 year 22.0 12

# Moneycontrol Rank within 166 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 8.1 - - - -
2013 -3.2 -1.5 11.8 17.1 24.6
2012 20.3 -0.9 6.7 0.4 29.0
2011 -8.8 -3.5 -15.2 -4.8 -30.5
2010 2.8 -1.6 8.5 2.7 16.0
2009 -5.9 51.6 29.0 9.8 105.2

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 4.0 9.9 23.5 46.1 21.4 9.8 22.0
Category avg 4.7 8.8 14.4 18.4 6.9 2.9 7.7
Difference of Fund returns and Category returns -0.7 1.1 9.1 27.7 14.5 6.9 14.3
Best of category 10.2 21.3 25.2 53.4 33.6 17.3 27.0
Worst of category 1.5 2.6 7.3 -1.4 -2.2 -7.3 -2.6
Benchmark returns # 6.1 9.0 12.8 16.9 13.4 4.3 15.6
Difference of Fund returns and Benchmark returns -2.1 0.9 10.7 29.2 8.0 5.5 6.4
# Benchmark Index: CNX 500

Investment Info

Investment Objective

An Open ended Growth Scheme with the objective to achieve superior long-term growth of capital by investing in shares of companies that do one or more of the following: 1. Leverage Indias intellectual capital for providing services research and creative inputs. 2. Seek to use current and impending changes in patent laws / import tariffs / quotas to supply goods and services. 3. Leverage Indias lower labour costs for providing services and manufactured goods. 4. Leverage Indias large population of English speaking people for providing services.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Aug 25, 2003
Benchmark CNX 500
Asset Size (Rs cr) 39.27 (Dec-31-2013)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Naysar Shah
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.50%
Load Comments Exit Load of 0.50% if redeemed/switch-out of units within 7 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 4
9,590.31 17.1 24.8 23.2 6.3 22.3
Reliance Equity Oppor - RP (G) Rank 2
4,848.01 11.3 24.2 19.6 11.5 27.0
Reliance Growth Fund - RP (G) Rank 4
4,159.56 10.2 17.7 18.8 4.0 17.1
ICICI Pru Dynamic Plan (G) Rank 1
3,523.72 9.9 17.1 31.5 10.0 20.9
Reliance Vision Fund - RP (G) Rank 5
2,424.82 15.0 22.5 16.6 3.0 14.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Cummins Engineering 3.94 8.70
Infosys Technology 2.52 5.56
Reliance Oil & Gas 2.49 5.50
TCS Technology 2.47 5.46
Hind Zinc Metals & Mining 2.30 5.08
Wipro Technology 2.18 4.82
Honeywell Autom Telecom 2.12 4.67
Bajaj Auto Automotive 2.05 4.52
Voltas Conglomerates 2.01 4.44
KEC Intl Engineering 1.99 4.39

Full Portfolio

Sector Allocation (Mar 31, 14)

Sector %

1-Year

HighLow

Technology 23.70 36.19 23.70
Engineering 17.38 17.38 13.05
Automotive 16.26 16.26 6.45
Pharmaceuticals 16.05 19.67 16.05
Metals & Mining 5.86 5.86 3.92
Oil & Gas 5.50 5.50 3.24

View All Sectors

Asset Allocation (%)(Mar 31, 14)

Equity 97.71
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.28

View All

Concentration

Holdings (%)
Top 5 30.30
Top 10 53.14
Sector (%)
Top 3 57.34

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.