The Scheme seeks to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities.
Small Industries Devp. Bank of India Ltd. 03/04/2020
Housing Development Finance Corpn. Ltd.
ICICI Bank Ltd.
ONGC Petro Additions Ltd. 18/05/2020 7.68%
Reliance Industries Ltd.
Kotak Mahindra Bank Ltd.
Axis Bank Ltd.
Top Sectoral Holdings
Portfolio turnover ratio
Vineet Maloo,Lovelish Solanki,Mohit Sharma
Mr. Maloo is a Chartered Accountant.He has done BMS and MMS in finance.Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta). Prior to joining Birla Sun Life AMC he has worked with Hindalco.He has worked with Edelweiss AMC from Jan 2008 - February 2011. Prior to working wirh Birla Sun Life, he has worked as an equity/ equity derivative trader at Union KBC.He has around 10 years of experience of which 7 years is in financial markets. He joined Birla Sun AMC in October 2015. Prior to joining Birla AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
Funds Performance By Vineet Maloo,Lovelish Solanki,Mohit Sharma