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SET SMS ALERT Fund Family Birla Sun Life Mutual Fund
Fund Class Diversified Equity
Relatively Weak performance in the category
The scheme is ranked 5 in Diversified Equity category by Crisil. If you are invested in this scheme, its time to switch to a better performing scheme.
View Top ranked funds in this category
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 2.2 | 68 |
| 3 mth | 0.6 | 53 |
| 6 mth | 3.1 | 50 |
| 1 year | 22.5 | 35 |
| 2 year | 3.2 | 62 |
| 3 year | 2.3 | 70 |
| 5 year | 1.1 | 59 |
# Moneycontrol Rank within 90 Diversified Equity Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -9.1 | - | - | - | - |
| 2012 | 10.4 | -2.0 | 9.5 | 4.1 | 25.8 |
| 2011 | -9.9 | -2.6 | -11.5 | -4.8 | -26.9 |
| 2010 | -0.3 | -1.0 | 13.5 | -3.5 | 10.4 |
| 2009 | -7.4 | 48.8 | 17.8 | 4.3 | 74.2 |
| 2008 | -14.4 | -12.3 | -2.1 | -23.7 | -45.4 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Diversified Equity)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 2.2 | 0.6 | 3.1 | 22.5 | 3.2 | 2.3 | 1.1 |
| Category avg | 2.9 | 1.1 | 3.1 | 19.0 | 4.3 | 4.8 | 4.2 |
| Difference of Fund returns and Category returns | -0.7 | -0.5 | 0.0 | 3.5 | -1.1 | -2.5 | -3.1 |
| Best of category | 7.0 | 7.0 | 10.6 | 34.5 | 17.7 | 16.8 | 15.6 |
| Worst of category | -6.7 | -8.4 | -12.5 | -4.2 | -10.8 | -6.1 | -13.2 |
| Benchmark returns # | 4.3 | 3.2 | 7.2 | 23.9 | 5.0 | 5.4 | 3.0 |
| Difference of Fund returns and Benchmark returns | -2.1 | -2.6 | -4.1 | -1.4 | -1.8 | -3.1 | -1.9 |
Investment Objective
An open-ended diversified equity scheme with an objective of the scheme is to generate long-term growth of capital by investing in a portfolio of equity and equity related securities. The Scheme would follow an investment strategy that would take advantage of Special Situations & Contrarian investment style.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jan 15, 2008 |
| Benchmark | S&P BSE 200 |
| Asset Size (Rs cr) | 153.84 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Sanjay Chawla View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load of 1% if redeemed within 365 Days from the date of allotment. |
| Regd. Office | Ahura Centre, Mahakali Caves Road, MIDC, Andheri (E), Mumbai, 400093 |
|---|---|
| Tel. No. | 91 22 66928000, 91 22 66928001 |
| Fax No. | 91 22 66928110 |
| connect@birlasunlife.com | |
| Website | http://www.birlasunlife.com |
| Diversified Equity | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC Equity Fund (G) | Rank 3 |
11,165.20 | 3.1 | 6.9 | 22.3 | 7.3 | 11.0 |
| Reliance Growth Fund - RP (G) | Rank 4 |
5,175.99 | -0.9 | -1.7 | 15.9 | 2.2 | 5.1 |
| Reliance Equity Oppor - RP (G) | Rank 1 |
4,956.08 | 0.1 | 2.4 | 21.4 | 11.4 | 13.3 |
| ICICI Pru Dynamic Plan (G) | Rank 2 |
3,850.96 | -0.6 | 2.9 | 16.0 | 6.9 | 7.9 |
| SBI Contra Fund (G) | Rank 3 |
2,539.41 | 0.9 | 7.4 | 22.9 | 4.1 | 4.5 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ICICI Bank | Banking/Finance | 11.64 | 8.09 |
| Adani Enterpris | Services | 5.45 | 3.79 |
| Larsen | Engineering | 5.14 | 3.57 |
| Solar Ind | Chemicals | 5.08 | 3.53 |
| Sterlite Ind | Metals & Mining | 4.79 | 3.33 |
| Aurobindo Pharm | Pharmaceuticals | 4.77 | 3.32 |
| Sun Pharma | Pharmaceuticals | 4.28 | 2.98 |
| Reliance | Oil & Gas | 4.14 | 2.88 |
| HCL Tech | Technology | 3.97 | 2.76 |
| Tata Power | Utilities | 3.79 | 2.63 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 22.43 | 28.16 | 19.46 |
| Pharmaceuticals | 12.98 | 12.98 | 4.44 |
| Technology | 8.78 | 12.34 | 6.93 |
| Metals & Mining | 8.72 | 11.30 | 3.86 |
| Engineering | 8.30 | 8.30 | 4.31 |
| Services | 6.19 | 6.19 | 2.56 |
| Equity | 92.06 |
| Others | 0.35 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 7.61 |
| Holdings | (%) |
|---|---|
| Top 5 | 22.31 |
| Top 10 | 36.88 |
| Sector | (%) |
|---|---|
| Top 3 | 44.19 |
Birla SL MF to step up equity exposure to expand reach
May 05, 2013 at 12:43 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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