Good performance in the category
The scheme is ranked 2 in Index category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.
|Period||Returns (%)||Rank #|
# Moneycontrol Rank within 63 Index Schemes.
|Year||Qtr 1||Qtr 2||Qtr 3||Qtr 4||Annual|
Fund returns v/s Category average (Index)
|1 mth (%)||3 mth (%)||6 mth (%)||1 yr (%)||2 yr (%)||3 yr (%)||5yr (%)|
|Difference of Fund returns and Category returns||0.0||0.7||1.5||4.2||11.3||9.5||7.9|
|Best of category||3.2||13.9||37.2||60.9||30.1||19.5||14.5|
|Worst of category||0.7||0.4||16.1||31.7||17.6||15.6||10.0|
|Benchmark returns #||2.7||8.5||26.7||50.5||22.1||17.4||10.9|
|Difference of Fund returns and Benchmark returns||-0.5||2.1||1.7||-2.9||0.7||0.2||0.4|
The principal investment objective of the scheme is to invest in stocks of companies comprising S&P CNX Nifty Index and endeavour to achieve return equivalent to Nifty by passive investment The scheme will be managed by replicating the index in the same weightage as in the S&P CNX Nifty-Index with the intention of minimising the performance differences between the scheme and the S&P CNX-Nifty Index in capital terms, subject to market liquidity, costs of trading, management expenses and other factors which may cause tracking error The scheme would alter the scrips/weights as and when the same are altered in the S&P CNX-Nifty Index.
|Launch date||Feb 26, 2000|
|Asset Size (Rs cr)||133.87 (Jun-30-2014)|
|Last Dividend||N.A. View Dividend History|
|Fund Manager||Kaushik Basu
View performance of schemes managed by the Fund Manager
|Load Comments||Exit Load 1% if redeemed within 15 days from the date of allotment.|
|Index||Crisil Rank||Assets (Rs.cr)
|3mth (%)||6mth (%)||1yr (%)||3yr (%)||5yr (%)|
|GS CPSE ETF||Not Ranked
|Birla Sun Life Index Fund (G)||Rank 4
|Birla SL Index Fund -Direct (G)||Not Ranked
|GS Nifty BeES||Rank 2
|UTI Nifty Index Fund (G)||Rank 2
|* Returns over 1 year are Annualised||More »|
|Reliance||Oil & Gas||10.25||6.30|
|Oil & Gas||11.05||12.63||10.95|
|Cash / Call||0.93|
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