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

55.910
0.39 (0.70%)
NAV as on Apr-17-2014
Forms
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close AllIndian 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 Apr-17-2014)

Period Returns (%) Rank #
1 mth 5.8 76
3 mth 8.3 82
6 mth 20.0 78
1 year 23.7 79
2 year 17.9 18
3 year 10.8 23
5 year 21.3 30

# Moneycontrol Rank within Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 4.2 - - - -
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 5.8 8.3 20.0 23.7 17.9 10.8 21.3
Category avg 8.3 13.5 27.7 30.1 8.6 5.3 10.5
Difference of Fund returns and Category returns -2.5 -5.2 -7.7 -6.4 9.3 5.5 10.8
Best of category 15.8 24.9 48.9 45.8 26.5 16.8 30.3
Worst of category 3.9 6.9 13.7 11.1 7.0 2.3 14.1
Benchmark returns # 5.0 9.0 13.5 18.4 12.1 4.8 15.8
Difference of Fund returns and Benchmark returns 0.8 -0.7 6.5 5.3 5.8 6.0 5.5
# 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 Indias 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) 33.41 (Dec-31-2013)
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 AllIndian 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 (%)
IDFC Premier Equity - Direct (G) Not Ranked
108.13 11.7 24.8 26.5 -- --
IDFC Premier Equity - A (G) Rank 3
3,297.14 11.6 24.4 25.7 12.6 25.3
IDFC Premier Equity - B (G) Not Ranked
42.96 11.6 24.5 25.8 12.7 25.4
ICICI Pru Discovery - Direct (G) Not Ranked
116.05 18.0 28.4 32.0 -- --
ICICI Pru Discovery Fund (G) Rank 3
2,679.50 17.7 27.9 31.1 13.0 28.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 14)

Equity Sector Value
(Rs cr)
Asset %
ICRA Miscellaneous 2.99 9.03
HDFC Banking/Finance 1.95 5.88
Sundaram-Clayto Automotive 1.87 5.64
Bayer CropScien Chemicals 1.84 5.56
Wyeth Pharmaceuticals 1.78 5.37
ING Vysya Bank Banking/Finance 1.77 5.33
Biocon Pharmaceuticals 1.73 5.22
HUL Cons NonDurable 1.71 5.15
MRF Automotive 1.47 4.44
Shoppers Stop Retail & Real Estate 1.23 3.71

Full Portfolio

Sector Allocation (Mar 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 23.33 27.71 21.21
Automotive 17.60 17.60 12.65
Pharmaceuticals 14.47 18.33 13.50
Miscellaneous 9.03 9.55 5.85
Cons NonDurable 8.50 9.62 7.91
Chemicals 8.24 10.78 8.24

View All Sectors

Asset Allocation (%)(Mar 31, 14)

Equity 99.57
Others 0.18
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.23

View All

Concentration

Holdings (%)
Top 5 31.48
Top 10 55.33
Sector (%)
Top 3 55.40

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