BSL Special Situations Fund (Equity, Multi Cap)

High
10 yrs 4 monthsStarted on:31 Jan 2008
₹ 181.2 Cras on: 18 May 2018
Long Term Horizon
2.70%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme aims to generate long-term growth of capital by investing in a portfolio of equity and equity related securities by following the strategy that would take advantage of special situations and contrarian investment style.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month0.65
1 YR15.78
2 YR23.27
3 YR14.26

SIP Returns

TenureReturns (CAGR)
1 YR7.55
2 YR15.19
3 YR16.67
5 YR19.74
10 YR16.32

Portfolio

Company Name% Assets
Muthoot Capital Services Ltd.5.02
ICICI Bank Ltd.5
Yes Bank Ltd.4.68
Indusind Bank Ltd.4.59
Gujarat Alkalies & Chemicals Ltd.4.43
HDFC Bank Ltd.4.29
Infosys Ltd.4.11
ITC Ltd.3.88
Maruti Suzuki India Ltd.3.16
Hindalco Industries Ltd.3.03

Top Sectoral Holdings

Sector Name% Assets
Financial33.54
FMCG10.3
Automobile9.95
Chemicals8.51
Technology8.17
Metals5.97
Construction5.8
Healthcare4.48
Communication3.39
Engineering2.16

Indicators

LabelValue
Portfolio turnover ratio74
Standard Deviation16.79%
Beta1.16%
Sharpe Ratio0.7

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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