Birla Sun Life India Opportunities Fund (Equity, Others)

High
23 yrs 4 monthsStarted on:21 Jan 1995
₹ 163.23 Cras on: 20 Apr 2018
Long Term Horizon
2.90%
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
UTI-Transportation Logistics Fund
Return (CAGR) 19.76%
Crisil Ranking NA
Value Research NA
Birla Sun Life MNC Fund
Return (CAGR) 19.80%
Crisil Ranking 4
Value Research NA
ICICI Prudential Exports And Other Services
Return (CAGR) 15.47%
Crisil Ranking 5
Value Research NA
DSP BlackRock Natural Resources And New Energy Fund
Return (CAGR) 13.41%
Crisil Ranking 1
Value Research NA
Mirae Asset Great Consumer Fund
Return (CAGR) 18.47%
Crisil Ranking NA
Value Research NA
SBI Magnum Comma Fund
Return (CAGR) 11.53%
Crisil Ranking NA
Value Research NA
RELIANCE MEDIA & ENTERTAINMENT FUND
Return (CAGR) 15.04%
Crisil Ranking NA
Value Research NA

Tenure

TenureReturns (CAGR)
YTD6.71
1 Month5.69
3 Month2.25
1 YR34.43
2 YR19.68
3 YR15.55

SIP Returns

TenureReturns (CAGR)
1 YR37.15
2 YR27.7
3 YR21.25
5 YR22.48
10 YR19.66

Portfolio

Company Name% Assets
Infosys Ltd.6.93
Honeywell Automation India Ltd.6.68
Tech Mahindra Ltd.6.42
HCL Technologies Ltd.5.93
Sanofi India Ltd.5.72
Wabco India Ltd.4.86
KPIT Technologies Ltd.4.64
Majesco Ltd.4.51
Persistent Systems Ltd.4.25
Sterlite Technologies Ltd.4.02

Top Sectoral Holdings

Sector Name% Assets
Technology39.08
Healthcare16.09
Automobile9.94
Engineering8.57
Metals8.27
Communication4.02
Energy3.24
Textiles2.97
Financial1.79

Indicators

LabelValue
Portfolio turnover ratio90
Standard Deviation12.19%
Beta0.68%
Sharpe Ratio0.7

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

© CRISIL Limited 2017. All Rights Reserved