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Birla Sun Life Advantage Fund (G)

PLAN: Regular OPTIONS: Growth
268.850 0.43 (0.16%)

NAV as on 26 Nov, 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 26 Nov, 2014)

Period Returns (%) Rank #
1 mth 8.2 23
3 mth 13.3 23
6 mth 23.3 69
1 year 66.8 30
2 year 32.0 7
3 year 26.5 21
5 year 13.4 45

# Moneycontrol Rank within 183 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 8.6 25.4 3.1 - -
2013 -10.4 0.7 -1.2 16.4 6.0
2012 13.6 -2.8 8.9 6.1 30.1
2011 -9.6 -2.0 -11.2 -7.8 -28.4
2010 -1.4 2.1 13.3 -2.0 13.4
2009 -7.9 56.4 18.1 4.0 82.1

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 8.2 13.3 23.3 66.8 32.0 26.5 13.4
Category avg 6.0 9.1 20.3 46.3 11.2 9.9 5.4
Difference of Fund returns and Category returns 2.2 4.2 3.0 20.5 20.8 16.6 8.0
Best of category 9.8 18.4 43.6 83.9 49.4 39.9 23.6
Worst of category -7.0 -2.9 -0.5 12.5 11.6 6.8 -6.1
Benchmark returns # 6.0 7.6 15.5 43.2 22.8 20.7 10.6
Difference of Fund returns and Benchmark returns 2.2 5.7 7.8 23.6 9.2 5.8 2.8
Birla Sun Life Advantage 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 growth scheme with the objective to achieve long-term growth of capital at relatively moderate levels of risk through a diversified research based investment approach.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 24, 1995
Benchmark S&P BSE 200
Asset Size (Rs cr) 437.62 (Sep-30-2014)
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 1.00% if redeemed/switch-out of units 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 - Direct (G) Not Ranked
1,523.73 9.2 20.2 68.3 -- --
HDFC Equity Fund (G) Rank 3
14,114.11 9.0 19.8 67.2 26.5 16.6
Reliance Equity Oppor - RP (G) Rank 3
7,603.88 15.9 31.0 72.8 31.6 22.5
Reliance Equity Oppor - IP (G) Not Ranked
7.49 16.0 31.2 73.1 31.8 -6.1
Reliance Equity Oppor -Direct (G) Not Ranked
369.45 16.1 31.6 74.1 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Yes Bank Banking/Finance 21.99 5.65
HDFC Bank Banking/Finance 21.46 5.51
Eicher Motors Automotive 20.24 5.20
Federal Bank Banking/Finance 15.70 4.03
HCL Tech Technology 13.19 3.39
Maruti Suzuki Automotive 12.68 3.26
ICICI Bank Banking/Finance 12.26 3.15
Lupin Pharmaceuticals 11.43 2.94
Axis Bank Banking/Finance 11.23 2.88
Natco Pharma Pharmaceuticals 11.04 2.83

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 29.35 30.37 21.33
Automotive 17.71 17.91 9.04
Engineering 10.56 17.06 8.72
Pharmaceuticals 8.34 13.59 3.93
Technology 8.09 16.56 6.17
Cement 6.36 6.36 0.91

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 99.25
Others 0.37
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.38

View All

Concentration

Holdings (%)
Top 5 23.78
Top 10 38.84
Sector (%)
Top 3 57.62

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