Birla Sun Life Equity Fund (Equity, Multi Cap)

714.4
24.75%
2
Capital Appreciation
Long Term Horizon
Moderately High
2.23%
19 yrs 4 months27 Aug 1998
₹ 7782.4 Cr11 Dec 2017

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Minimum Investment

  • ₹ 1000.00 for Lumpsum

Exit Load

Investment Objective

The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. The scheme would adopt top-down & bottom-up approach of investing & a portion of the scheme will also be invested in IPOs, emerging sectors & other primary market offerings.

Scheme Documents

TenureReturns (CAGR)
YTD
30.18
1 Month
0.85
3 Month
1.75
1 YR
26.93
2 YR
25.04
3 YR
15.81
TenureReturns (CAGR)
1 YR
21.72
2 YR
24.72
3 YR
20.05
5 YR
22.65
10 YR
17.82

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.04
ICICI Bank Ltd.4.89
ITC Ltd.4.25
Vedanta Ltd.3.75
Maruti Suzuki India Ltd.2.96
Dabur India Ltd.2.75
Tata Communications Ltd.2.6
Indusind Bank Ltd.2.49
Tata Chemicals Ltd.2.33
Century Textiles & Inds. Ltd.2.23

Top Sectoral Holdings

Sector Name% Assets
Financial30.64
FMCG11.25
Metals8.29
Automobile7.53
Construction6.24
Technology5.59
Chemicals4.9
Communication4.28
Healthcare4.18
Energy3.53

Indicators

Portfolio turnover ratio46
Standard Deviation14.25%
Beta0.99%
Sharpe Ratio0.75

Anil Shah

Mr.Shah is a B.com, CA and a cost accountant
Prior to joining BSL AMC he has worked with RBS Equities (India) Ltd. for around 15 years.

Other Funds Managed by Anil Shah

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