SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Small & Mid Cap > Birla Sun Life Mutual Fund > Birla Sun Life Buy India Fund (G)

Birla Sun Life Buy India Fund (G)

PLAN: Regular OPTIONS: Growth
93.820 0.03 (0.03%)

NAV as on 29 Jan, 2015

CRISIL MF RANK

Not Ranked

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 : Small & Mid Cap
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
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

Close All Indian schemes of Alliance Capital Mutual Fund have been acquired by Birla Sun Life AMC with effect from the close of business hours on September 23, 2005.
Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 29 Jan, 2015)

Period Returns (%) Rank #
1 mth 10.6 2
3 mth 23.2 6
6 mth 38.1 17
1 year 90.2 67
2 year 40.1 53
3 year 36.7 24
5 year 21.8 16

# Moneycontrol Rank within 122 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 4.2 20.1 13.2 14.7 -
2013 -9.8 3.7 -4.7 18.2 7.3
2012 14.0 -0.3 13.1 10.1 44.0
2011 -12.2 4.4 -7.9 -10.7 -24.6
2010 -0.9 9.2 16.1 -4.3 22.4

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 10.6 23.2 38.1 90.2 40.1 36.7 21.8
Category avg 5.9 14.6 27.7 76.3 28.5 24.7 12.7
Difference of Fund returns and Category returns 4.7 8.6 10.4 13.9 11.6 12.0 9.1
Best of category 10.6 28.9 46.1 144.2 58.1 46.2 27.3
Worst of category 0.9 -1.0 5.9 53.9 24.7 19.2 10.6
Benchmark returns # 8.2 11.6 16.4 51.4 22.4 21.5 12.3
Difference of Fund returns and Benchmark returns 2.4 11.6 21.7 38.8 17.7 15.2 9.5
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity,focusing on investing in businesses that are driven by India’s large population and inherent consumption patterns. The focus of the scheme will be in the consumer and healthcare sectors. The secondary objective is income generation and distribution of dividend.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 15, 2000
Benchmark S&P BSE 200
Asset Size (Rs cr) 46.95 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Ajay Garg
View performance of schemes managed by the Fund Manager
Notes All Indian schemes of Alliance Capital Mutual Fund have been acquired by Birla Sun Life AMC with effect from the close of business hours on September 23, 2005.

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

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opportunities (G) Rank 4
7,671.50 15.6 29.8 91.5 36.7 24.9
ICICI Pru Value Discovery Fund (G) Rank 4
6,934.14 13.0 24.4 96.1 37.4 22.8
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
IDFC Premier Equity - Regular (G) Rank 5
5,934.25 13.9 25.0 75.6 32.0 21.4
Sundaram Select Midcap -RP (G) Rank 4
2,473.95 16.9 32.0 100.2 35.4 20.5
* Returns over 1 year are Annualised More Ā»

Portfolio

Top HoldingsĀ (Dec 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Pfizer Pharmaceuticals 3.54 7.54
Sundaram-Clayto Automotive 3.51 7.48
Bayer CropScien Chemicals 3.48 7.42
ICRA Miscellaneous 3.28 6.99
ING Vysya Bank Banking/Finance 2.58 5.50
MRF Automotive 2.49 5.30
HDFC Banking/Finance 2.12 4.51
Sterling H Res Services 1.95 4.15
Shoppers Stop Retail & Real Estate 1.68 3.58
GlaxoSmithKline Pharmaceuticals 1.56 3.32

Full Portfolio

Sector AllocationĀ (Dec 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 21.71 23.33 19.62
Automotive 19.72 22.64 16.56
Pharmaceuticals 13.41 16.83 10.95
Chemicals 10.43 10.43 8.04
Cons NonDurable 9.14 9.80 7.31
Services 7.19 7.21 1.67

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 99.86
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.13

View All

Concentration

Holdings (%)
Top 5 34.93
Top 10 55.79
Sector (%)
Top 3 54.84

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.