The scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy i.e buying into stocks that are trading for less than their intrinsic value - stocks that the market is undervaluing.
Gujarat Narmada Valley Fertilizers & Chemicals Ltd.
Tata Global Beverages Ltd.
Yes Bank Ltd.
L&T Finance Holdings Ltd.
Top Sectoral Holdings
Portfolio turnover ratio
Mahesh Patil,Milind Bafna
Mr. Patil is B.E (Electrical), MMS in Finance and Chartered Financial Accountant from ICFAI Hyderabad.Mr. Bafna is a B.E. (Chemical). Prior to joining Birla Sun Life AMC he has worked with Reliance Infocom Ltd., Motilal Oswal Securities and Parag Parikh Financial Advisory Services Ltd.Prior to joining Birla Sun Life AMC he has worked with Motilal Oswal Financial Services and Reliance Industries Ltd.