Aditya Birla SL India Opportunities (Equity, Others)

High
23 yrs 12 monthsStarted on:21 Jan 1995
₹ 191.25 Cras on: 01 Jun 2018
Long Term Horizon
2.88%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme seeks to achieve superior long-term growth of capital through an equity portfolio, which focuses on emerging opportunities in the field of global outsourcing. This would include sectors such as IT, telecom, pharmaceuticals, biotechnology, auto ancillaries and textiles.

Exit Load

Scheme Documents

Similar Funds

Tenure

TenureReturns (CAGR)
YTD5.00
3 Month0.24
1 YR31.38
2 YR19.77
3 YR14.69

SIP Returns

TenureReturns (CAGR)
1 YR24.21
2 YR23.68
3 YR19.1
5 YR20.32
10 YR19.27

Portfolio

Company Name% Assets
Infosys Ltd.7.84
Honeywell Automation India Ltd.6.37
Sterlite Technologies Ltd.5.53
KPIT Technologies Ltd.5.41
Tech Mahindra Ltd.5.26
Majesco Ltd.4.81
Sanofi India Ltd.4.58
HCL Technologies Ltd.4.51
Wabco India Ltd.4.24
Persistent Systems Ltd.4.22

Top Sectoral Holdings

Sector Name% Assets
Technology42.3
Healthcare17.85
Automobile8.94
Engineering8.58
Metals7.11
Communication5.53
Textiles2.78
Energy2.72
Chemicals1.91
Financial1.52

Indicators

LabelValue
Portfolio turnover ratio83
Standard Deviation12.73%
Beta0.71%
Sharpe Ratio0.63

Kunal Sangoi

Mr. Sangoi is a B.Com (H) and Chartered Accountant.
Prior to joining Birla Sun Life AMC he has worked with Edelweiss Financial Services Ltd

Other Funds Managed by Kunal Sangoi

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