Birla Sun Life Equity Savings Fund (Hybrid, Equity-oriented)

13.11
9.32%
NA
NA
Capital Growth and Income
Medium Horizon
Moderately High
2.07%
3 yrs 1 months28 Nov 2014
₹ 1108 Cr11 Dec 2017

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Minimum Investment

  • ₹ 1000.00 for Lumpsum

Exit Load

Investment Objective

The scheme seeks to provide capital appreciation and income distribution to the investors by using a blend of equity derivatives strategies, arbitrage opportunities and pure equity investments.

Scheme Documents

TenureReturns (CAGR)
YTD
16.22
1 Month
0.38
3 Month
0.31
1 YR
14.21
2 YR
12.96
3 YR
9.44
TenureReturns (CAGR)
1 YR
10.04
2 YR
11.95
3 YR
10.66

Portfolio

Company Name% Assets
Housing Development Finance Corpn. Ltd. 04/02/2018 9.05%3.17
Infibeam Incorporation Ltd.3.1
Maruti Suzuki India Ltd.3.03
State Bank of India3.02
Housing Development Finance Corpn. Ltd.2.85
Dewan Housing Finance Corpn. Ltd.2.61
Reliance Industries Ltd.2.55
Mahindra & Mahindra Ltd.2.49
Shriram Transport Finance Co. Ltd. 29/06/20182.37
Yes Bank Ltd.2.35

Top Sectoral Holdings

Sector Name% Assets
Financial24.13
Automobile11.02
Energy6.45
Healthcare5.79
Construction3.58
Services3.36
Metals3.22
FMCG2.28
Technology2.18
Chemicals1.99

Indicators

Portfolio turnover ratio575

Satyabrata Mohanty,Lovelish Solanki,Pranay Sinha

Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA.He has done BMS and MMS in finance.Mr. Sinha has done B.Tech in Aerospace Engg. from IIT Kharagpur and PGDM with Major in Finance from IIM Calcutta.
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.He has worked with Edelweiss AMC from Jan 2008 - February 2011. Prior to working wirh Birla Sun Life, he has worked as an equity/ equity derivative trader at Union KBC.Prior to joining BSLAMC , he has worked with BNP Paribas Bank (October 2010 - August,2014) , Morgan Stanley Investment Management Pvt. Ltd. (March 2008 - October 2010) and ICICI Prudential Asset Management Co. Ltd. ( October 2005 - March 2008).
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