Aditya BSL International Equity-Plan-B (Equity, Equity Thematic)

High
10 yrs 11 monthsStarted on:31 Oct 2007
₹ 95.63 Cras on: 19 Sep 2018
Long Term Horizon
2.93%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

An Open-ended diversified equity scheme with an objective to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the domestic and international markets.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD1.08
3 Month3.39
1 YR4.25
2 YR10.73
3 YR10.91

SIP Returns

TenureReturns (CAGR)
1 YR5.15
2 YR9.59
3 YR11.65
5 YR11.12
10 YR11.23

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.62
Reliance Industries Ltd.4.06
Indusind Bank Ltd.3.81
V-Mart Retail Ltd.3.27
Repco Home Finance Ltd.2.86
Orient Refractories Limited2.78
Yes Bank Ltd.2.47
VST Industries Ltd.2.34
IFGL Refractories Ltd.2.19
Dalmia Bharat Ltd.2.17

Top Sectoral Holdings

Sector Name% Assets
Financial32.32
FMCG12.15
Services10.81
Construction7.94
Energy6.3
Engineering6.25
Healthcare5.51
Technology3.62
Metals3.15
Cons Durable2.7

Indicators

LabelValue
Portfolio turnover ratio51
Standard Deviation11.11%
Sharpe Ratio0.51

Vineet Maloo

Mr. Maloo is a Chartered Accountant.
Prior to joining Birla Sun Life AMC he has worked with Hindalco.

Other Funds Managed by Vineet Maloo

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