Birla Sun Life India Opportunities Fund (Equity, Others)

High
23 yrs 2 monthsStarted on:21 Jan 1995
₹ 144.16 Cras on: 16 Feb 2018
Long Term Horizon
2.77%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD2.40
3 Month10.38
1 YR31.81
2 YR23.63
3 YR12.98

SIP Returns

TenureReturns (CAGR)
1 YR37.65
2 YR26.67
3 YR19.7
5 YR22.54
10 YR19.19

Portfolio

Company Name% Assets
Honeywell Automation India Ltd.7.55
Infosys Ltd.7.18
Sanofi India Ltd.6.21
Tech Mahindra Ltd.5.61
Persistent Systems Ltd.5.47
Wabco India Ltd.5.15
Reliance Industries Ltd.5
HCL Technologies Ltd.4.79
Sonata Software Ltd.4.18
Sterlite Technologies Ltd.4.18

Top Sectoral Holdings

Sector Name% Assets
Technology34.29
Healthcare17.21
Engineering10.31
Automobile9.45
Metals7.8
Energy5
Communication4.18
Textiles2.36
Financial2.08
Services1.85

Indicators

LabelValue
Portfolio turnover ratio74
Standard Deviation11.8%
Beta0.67%
Sharpe Ratio1

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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