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Birla Sun Life India Reforms Fund (G) SET SMS ALERT

12.450
0.19 (1.50%)
NAV as on Jul-25-2014
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on Jul-25-2014)

Period Returns (%) Rank #
1 mth 1.6 126
3 mth 25.4 10
6 mth 55.6 2
1 year 60.9 19
2 year 21.5 66
3 year 7.0 73
5 year - -

# Moneycontrol Rank within 172 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 8.0 32.0 - - -
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 (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.6 25.4 55.6 60.9 21.5 7.0 --
Category avg 2.4 18.4 31.4 40.7 11.6 5.9 5.5
Difference of Fund returns and Category returns -0.8 7.0 24.2 20.2 9.9 1.1 --
Best of category 8.3 34.3 56.3 72.7 46.4 25.3 23.0
Worst of category -3.2 5.0 12.1 17.3 10.4 -0.3 -5.7
Benchmark returns # 1.9 16.9 31.8 37.5 23.8 10.8 10.9
Difference of Fund returns and Benchmark returns -0.3 8.5 23.8 23.4 -2.3 -3.8 --
# 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) 47.48 (Jun-30-2014)
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 1.00%
Load Comments Exit Load of 1% if redeemed within 1 Year 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 3
11,768.95 21.4 45.6 60.8 14.4 17.9
Reliance Equity Oppor - RP (G) Rank 2
5,902.41 20.7 36.9 57.5 18.0 23.0
Reliance Growth Fund - RP (G) Rank 4
4,416.90 21.4 38.7 55.6 12.9 13.5
ICICI Pru Dynamic Plan (G) Rank 1
4,151.71 15.7 29.1 52.8 16.1 18.1
Reliance RSF - Equity (G) Rank 4
2,274.47 22.4 37.6 50.3 12.6 14.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 4.47 9.42
Larsen Engineering 4.29 9.04
ONGC Oil & Gas 3.06 6.45
KEC Intl Engineering 2.17 4.57
Federal Bank Banking/Finance 2.17 4.56
Va Tech Wabag Engineering 2.12 4.47
PTC India Services 1.96 4.12
BPCL Oil & Gas 1.84 3.87
Crompton Greave Engineering 1.81 3.81
IndusInd Bank Banking/Finance 1.70 3.58

Full Portfolio

Sector Allocation (Jun 30, 14)

Sector %

1-Year

HighLow

Banking/Finance 30.82 30.82 23.62
Engineering 27.81 32.12 21.93
Oil & Gas 16.25 16.25 13.96
Media 4.76 8.30 4.44
Services 4.48 5.06 4.29
Cement 3.56 3.56 0.93

View All Sectors

Asset Allocation (%)(Jun 30, 14)

Equity 98.14
Others 0.18
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.70

View All

Concentration

Holdings (%)
Top 5 34.04
Top 10 53.89
Sector (%)
Top 3 74.88

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