Birla Sun Life Equity Savings Fund (Hybrid, Equity-oriented)

Moderately High
3 yrs 6 monthsStarted on:28 Nov 2014
₹ 1540.06 Cras on: 25 May 2018
Medium Horizon
2.43%
Capital Growth and Income

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme seeks to provide capital appreciation and income distribution to the investors by using a blend of equity derivatives strategies, arbitrage opportunities and pure equity investments.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month0.85
1 YR4.81
2 YR10.83
3 YR7.87

SIP Returns

TenureReturns (CAGR)
1 YR1.27
2 YR6.03
3 YR7.97

Portfolio

Company Name% Assets
Yes Bank Ltd.3.6
LIC Housing Finance Ltd. 25/02/20203.25
Vijaya Bank 18/06/20183.22
ITC Ltd.3.1
Axis Bank Ltd. 06/03/20193.05
IDFC Bank Ltd. 08/04/20193.02
Bharat Financial Inclusion Ltd.2.91
Housing Development Finance Corpn. Ltd.2.89
Reliance Industries Ltd.2.58
Infibeam Incorporation Ltd.2.46

Top Sectoral Holdings

Sector Name% Assets
Financial10.33
Automobile4.96
Metals3.2
Cons Durable3.2
Technology3.02
Construction2.84
Healthcare1.99
FMCG1.42
Chemicals1.13
Energy0.97

Indicators

LabelValue
Portfolio turnover ratio581
Standard Deviation6.41%
Beta1.4%
Sharpe Ratio0.32

Satyabrata Mohanty,Lovelish Solanki,Pranay Sinha

Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA.He has done BMS and MMS in finance.Mr. Sinha has done B.Tech in Aerospace Engg. from IIT Kharagpur and PGDM with Major in Finance from IIM Calcutta.
He has been part of Birla group since last 17 years. He has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management (Equity & Debt), Trading and Credit Research functions. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Ltd & joined ABG as a management Trainee.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.Prior to joining BSLAMC , he has worked with BNP Paribas Bank (October 2010 - August,2014) , Morgan Stanley Investment Management Pvt. Ltd. (March 2008 - October 2010) and ICICI Prudential Asset Management Co. Ltd. ( October 2005 - March 2008).
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