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Birla Sun Life Buy India Fund (G)

PLAN: Regular OPTIONS: Growth
80.660 0.4 (0.50%)

NAV as on 27 Nov, 2014

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
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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 27 Nov, 2014)

Period Returns (%) Rank #
1 mth 6.8 61
3 mth 13.6 53
6 mth 34.8 37
1 year 62.0 78
2 year 29.4 37
3 year 29.6 31
5 year 18.4 27

# Moneycontrol Rank within 118 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 4.2 20.1 13.2 - -
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
2009 -3.7 41.0 26.2 8.9 90.1

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 6.8 13.6 34.8 62.0 29.4 29.6 18.4
Category avg 6.7 13.0 29.7 64.0 13.8 12.6 6.9
Difference of Fund returns and Category returns 0.1 0.6 5.1 -2.0 15.6 17.0 11.5
Best of category 12.7 19.7 51.8 117.5 46.5 41.7 26.2
Worst of category 1.6 3.8 10.4 42.6 21.5 20.3 10.7
Benchmark returns # 6.3 7.5 16.6 43.5 22.1 20.8 10.9
Difference of Fund returns and Benchmark returns 0.5 6.1 18.2 18.5 7.3 8.8 7.5
# 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) 43.00 (Sep-30-2014)
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 Opport.- Direct (G) Not Ranked
433.50 12.8 32.3 83.0 -- --
HDFC MidCap Opportunities (G) Rank 3
6,209.50 12.6 31.8 81.9 33.6 24.4
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 9.3 28.5 83.2 -- --
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 9.1 28.0 81.9 35.7 23.0
IDFC Premier Equity - Direct (G) Not Ranked
398.22 10.9 29.3 64.9 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Sundaram-Clayto Automotive 3.86 8.18
Bayer CropScien Chemicals 3.07 6.52
ICRA Miscellaneous 2.96 6.27
HDFC Banking/Finance 2.29 4.86
MRF Automotive 2.28 4.85
Wyeth Pharmaceuticals 2.13 4.51
Sterling H Res Services 2.11 4.48
Shoppers Stop Retail & Real Estate 2.02 4.29
Zee Entertain Media 1.55 3.29
Kansai Nerolac Chemicals 1.52 3.23

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 21.60 23.33 19.62
Automotive 21.04 22.64 14.51
Pharmaceuticals 12.18 18.33 10.95
Chemicals 9.75 10.08 8.04
Cons NonDurable 9.46 9.80 7.31
Retail & Real Estate 7.11 7.94 6.02

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 99.36
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.64

View All

Concentration

Holdings (%)
Top 5 30.68
Top 10 50.47
Sector (%)
Top 3 54.82

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