Birla Sun Life Index Fund (Equity, Large Cap)

Moderately High
15 yrs 8 monthsStarted on:18 Sep 2002
₹ 133.81 Cras on: 20 Apr 2018
Long Term Horizon
0.75%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme aims to generate returns that are commensurate with the performance of the Nifty subject to tracking error, through investments in companies whose securities included in Nifty and in money market instruments & cash.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD0.10
1 Month4.13
1 YR15.44
2 YR15.17
3 YR7.60

SIP Returns

TenureReturns (CAGR)
1 YR9
2 YR13.58
3 YR12.44
5 YR11.54
10 YR10.94

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.53
Reliance Industries Ltd.6.73
Housing Development Finance Corpn. Ltd.6.45
Infosys Ltd.5
ITC Ltd.4.82
ICICI Bank Ltd.3.96
Larsen & Toubro Ltd.3.59
Tata Consultancy Services Ltd.3.14
Kotak Mahindra Bank Ltd.3.09
Maruti Suzuki India Ltd.2.62

Top Sectoral Holdings

Sector Name% Assets
Financial31.59
Energy13.49
Technology10.92
Automobile8.18
FMCG6.93
Construction5.38
Metals3.01
Healthcare2.79
Communication1.75
Chemicals1.71

Indicators

LabelValue
Portfolio turnover ratio294
Standard Deviation13.46%
Beta1%
Sharpe Ratio0.18

Ajay Garg

Mr. Garg is B.E (Electronics) and MBA (Finance).
Prior to joining Birla Sun Life AMC in 2003 he has worked with Birla Sun Life Securities Ltd.

Other Funds Managed by Ajay Garg

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