Birla Sun Life India Opportunities Fund (Equity, Others)

149.4
12.53%
NA
NA
Capital Appreciation
Long Term Horizon
High
2.75%
22 yrs 11 months21 Jan 1995
₹ 124.15 Cr11 Dec 2017

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Minimum Investment

  • ₹ 1000.00 for Lumpsum

Exit Load

Investment Objective

The scheme seeks to achieve superior long-term growth of capital through an equity portfolio, which focuses on emerging opportunities in the field of global outsourcing. This would include sectors such as IT, telecom, pharmaceuticals, biotechnology, auto ancillaries and textiles.

Scheme Documents

TenureReturns (CAGR)
YTD
28.38
1 Month
4.16
3 Month
12.85
1 YR
28.37
2 YR
15.27
3 YR
13.49
TenureReturns (CAGR)
1 YR
34.94
2 YR
22.42
3 YR
16.74
5 YR
21.55
10 YR
18.23

Portfolio

Company Name% Assets
Honeywell Automation India Ltd.10.3
Sanofi India Ltd.6.29
Wabco India Ltd.5.76
Sonata Software Ltd.5.74
HCL Technologies Ltd.5.71
Tech Mahindra Ltd.5.12
Reliance Industries Ltd.5.11
Infosys Ltd.5.03
Persistent Systems Ltd.4.98
NIIT Technologies Ltd.4.81

Top Sectoral Holdings

Sector Name% Assets
Technology34.3
Healthcare16.41
Engineering13.32
Automobile7.96
Metals7.71
Energy5.11
Communication4.81
Textiles2.72
Financial2.3

Indicators

Portfolio turnover ratio76
Standard Deviation11.65%
Beta0.66%
Sharpe Ratio0.66

Kunal Sangoi

Mr. Sangoi is a B.Com (H) and Chartered Accountant.
Prior to joining Birla Sun Life AMC he has worked with Edelweiss Financial Services Ltd

Other Funds Managed by Kunal Sangoi

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