Birla Sun Life India Reforms Fund (Equity, Multi Cap)

High
7 yrs 11 monthsStarted on:25 Jun 2010
₹ 100.16 Cras on: 20 Apr 2018
Long Term Horizon
2.92%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme seeks to generate income & capital appreciation by predominantly investing in equity & equity linked instruments of companies that are expected to benefit from the economic reforms, PSU divestment and increased government spending. The scheme will invest across sectors without any market cap or sectorial bias.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month4.44
1 YR12.97
2 YR22.04
3 YR12.76

SIP Returns

TenureReturns (CAGR)
1 YR5.33
2 YR16.18
3 YR16.66
5 YR18.33

Portfolio

Company Name% Assets
Voltas Ltd.10.54
Eicher Motors Ltd.9.21
Maruti Suzuki India Ltd.8.85
HDFC Bank Ltd.7.53
Yes Bank Ltd.7
L&T Finance Holdings Ltd.5.33
Indusind Bank Ltd.4.48
Mahindra & Mahindra Financial Services Ltd.4.39
Repco Home Finance Ltd.3.93
Indraprastha Gas Ltd.3.63

Top Sectoral Holdings

Sector Name% Assets
Financial36.82
Automobile18.05
Cons Durable11.95
Energy9.44
Construction7.76
Chemicals6.11
Communication2.32
Engineering1.4
Metals1.29
Diversified1.14

Indicators

LabelValue
Portfolio turnover ratio72
Standard Deviation15.02%
Beta0.98%
Sharpe Ratio0.49

Satyabrata Mohanty

Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA.
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.

Other Funds Managed by Satyabrata Mohanty

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