Birla Sun Life Infrastructure Fund -PLAN (Equity, Sectoral)

High
12 yrs 3 monthsStarted on:17 Mar 2006
₹ 688.95 Cras on: 25 May 2018
Long Term Horizon
2.68%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme aims to provide medium to long-term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of companies that are participating in the growth and development of infrastructure in India. The scheme may also invest a small portion of its corpus in money market instruments & in ADG/GDR.

Exit Load

Scheme Documents

Similar Funds
Franklin Build India Fund
Return (CAGR) 17.05%
Crisil Ranking 3
Value Research
ICICI Prudential Banking And Financial Services Fund
Return (CAGR) 20.14%
Crisil Ranking NA
Value Research
RELIANCE BANKING FUND
Return (CAGR) 24.44%
Crisil Ranking NA
Value Research
SBI FMCG Fund
Return (CAGR) 16.14%
Crisil Ranking NA
Value Research NA
DSP BlackRock India T.I.G.E.R. Fund
Return (CAGR) 17.40%
Crisil Ranking 3
Value Research
UTI-Banking Sector Fund
Return (CAGR) 17.37%
Crisil Ranking NA
Value Research
HDFC Infrastructure Fund
Return (CAGR) 6.25%
Crisil Ranking 5
Value Research
Baroda Pioneer Banking And Financial Services Fund - Plan A
Return (CAGR) 13.56%
Crisil Ranking NA
Value Research
Birla Sun Life Banking And Financial Services Fund
Return (CAGR) 26.12%
Crisil Ranking NA
Value Research

Tenure

TenureReturns (CAGR)
1 YR5.43
2 YR18.82
3 YR9.22

SIP Returns

TenureReturns (CAGR)
2 YR7.23
3 YR10.84
5 YR15.17
10 YR13.17

Portfolio

Company Name% Assets
Honeywell Automation India Ltd.5.51
Carborundum Universal Ltd.4.29
Bharat Electronics Ltd.3.39
PNC Infratech Ltd.3.31
Indraprastha Gas Ltd.3.07
Tata Steel Ltd.2.95
KEC International Ltd.2.71
National Thermal Power Corp. Ltd.2.36
Hindalco Industries Ltd.2.18
Dalmia Bharat Ltd.2.15

Top Sectoral Holdings

Sector Name% Assets
Construction21.81
Engineering20.47
Energy14.06
Metals13.21
Financial12.65
Services4.33
Cons Durable4.27
Chemicals3.25
Automobile1.96
Communication0.68

Indicators

LabelValue
Portfolio turnover ratio59
Standard Deviation16.93%
Beta0.83%
Sharpe Ratio0.38

Vineet Maloo

Mr. Maloo is a Chartered Accountant.
Prior to joining Birla Sun Life AMC he has worked with Hindalco.

Other Funds Managed by Vineet Maloo

© CRISIL Limited 2017. All Rights Reserved