Birla Sun Life Equity Fund (Equity, Multi Cap)

Moderately High
19 yrs 9 monthsStarted on:27 Aug 1998
₹ 8503.01 Cras on: 20 Apr 2018
Long Term Horizon
2.22%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. The scheme would adopt top-down & bottom-up approach of investing & a portion of the scheme will also be invested in IPOs, emerging sectors & other primary market offerings.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month5.43
1 YR14.91
2 YR22.93
3 YR14.65

SIP Returns

TenureReturns (CAGR)
1 YR9.51
2 YR16.68
3 YR17.82
5 YR20.24
10 YR17.54

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.76
ICICI Bank Ltd.4.82
Tata Chemicals Ltd.4.02
ITC Ltd.3.85
Tata Steel Ltd.3.24
Maruti Suzuki India Ltd.3.17
Vedanta Ltd.2.96
Tata Communications Ltd.2.6
Dabur India Ltd.2.48
Hindustan Unilever Ltd.2.4

Top Sectoral Holdings

Sector Name% Assets
Financial28.2
FMCG11.45
Metals8.67
Automobile7.79
Technology6.69
Chemicals5.76
Construction5.26
Communication5.2
Healthcare4.39
Energy3.47

Indicators

LabelValue
Portfolio turnover ratio53
Standard Deviation14.42%
Beta1.01%
Sharpe Ratio0.58

Anil Shah

Mr.Shah is a B.com, CA and a cost accountant
Prior to joining BSL AMC he has worked with RBS Equities (India) Ltd. for around 15 years.

Other Funds Managed by Anil Shah

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