Birla Sun Life Top 100 Fund (Equity, Large Cap)

Moderately High
12 yrs 8 monthsStarted on:24 Oct 2005
₹ 4212.48 Cras on: 25 May 2018
Long Term Horizon
2.32%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential

Exit Load

Scheme Documents

Similar Funds
Mirae Asset India Opportunities Fund
Return (CAGR) 16.32%
Crisil Ranking 2
Value Research
Motilal Oswal MOSt Focused 25 Fund
Return (CAGR) 16.31%
Crisil Ranking 3
Value Research
UTI-Equity Fund
Return (CAGR) 12.57%
Crisil Ranking 4
Value Research
ICICI Prudential Focused Bluechip Equity Fund
Return (CAGR) 14.86%
Crisil Ranking 2
Value Research
HDFC Equity Fund
Return (CAGR) 19.19%
Crisil Ranking 3
Value Research
Principal Large Cap Fund
Return (CAGR) 15.50%
Crisil Ranking NA
Value Research
Axis Equity Fund
Return (CAGR) 12.33%
Crisil Ranking 4
Value Research
RELIANCE FOCUSED LARGE CAP FUND
Return (CAGR) 9.48%
Crisil Ranking 3
Value Research NA
SBI Magnum Equity Fund
Return (CAGR) 15.24%
Crisil Ranking 5
Value Research
Franklin India BLUECHIP FUND
Return (CAGR) 20.98%
Crisil Ranking 3
Value Research
Baroda Pioneer Large Cap Fund - Plan A
Return (CAGR) 3.89%
Crisil Ranking NA
Value Research NA
DSP BlackRock Top 100 Equity Fund
Return (CAGR) 21.70%
Crisil Ranking 5
Value Research

Tenure

TenureReturns (CAGR)
1 YR8.30
2 YR15.47
3 YR9.58

SIP Returns

TenureReturns (CAGR)
2 YR8.96
3 YR11.02
5 YR13.68
10 YR14.98

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.27
ITC Ltd.5.79
ICICI Bank Ltd.5.64
Infosys Ltd.5.63
Maruti Suzuki India Ltd.4.09
Larsen & Toubro Ltd.3.44
Dabur India Ltd.2.98
L&T Finance Holdings Ltd.2.94
Yes Bank Ltd.2.92
National Thermal Power Corp. Ltd.2.91

Top Sectoral Holdings

Sector Name% Assets
Financial30.58
Technology11.24
Energy10.68
FMCG9.64
Automobile7.5
Metals7.49
Construction4.44
Healthcare4.41
Services2.31
Engineering2.19

Indicators

LabelValue
Portfolio turnover ratio96
Standard Deviation13.11%
Beta0.93%
Sharpe Ratio0.38

Mahesh Patil

Mr. Patil is B.E (Electrical), MMS in Finance and Chartered Financial Accountant from ICFAI Hyderabad.
Prior to joining Birla Sun Life AMC he has worked with Reliance Infocom Ltd., Motilal Oswal Securities and Parag Parikh Financial Advisory Services Ltd.

Other Funds Managed by Mahesh Patil

© CRISIL Limited 2017. All Rights Reserved