BSL International Equity-Plan-B (Equity, Multi Cap)

High
10 yrs 7 monthsStarted on:31 Oct 2007
₹ 95.76 Cras on: 22 May 2018
Long Term Horizon
2.69%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

An Open-ended diversified equity scheme with an objective to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the domestic and international markets.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month1.28
1 YR10.86
2 YR16.48
3 YR8.45

SIP Returns

TenureReturns (CAGR)
1 YR3.31
2 YR10.48
3 YR11.44
5 YR11.69
10 YR11.11

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.3
Bharat Electronics Ltd.5.21
Indusind Bank Ltd.3.79
Repco Home Finance Ltd.3.38
Housing Development Finance Corpn. Ltd.3.34
Eicher Motors Ltd.3.26
ICICI Bank Ltd.2.91
Dalmia Bharat Ltd.2.52
IFGL Refractories Ltd.2.23
TVS Motor Co. Ltd.2.2

Top Sectoral Holdings

Sector Name% Assets
Financial33.45
FMCG9.93
Engineering9.36
Services8.2
Construction7.39
Automobile6.27
Healthcare4.88
Textiles3.07
Technology2.94
Metals2.69

Indicators

LabelValue
Portfolio turnover ratio47
Standard Deviation11.11%
Sharpe Ratio0.52

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

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