BSL Special Situations Fund (Equity, Multi Cap)

25.63
10.01%
NA
Capital Appreciation
Long Term Horizon
High
2.64%
9 yrs 11 months31 Jan 2008
₹ 178.74 Cr11 Dec 2017

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Minimum Investment

  • ₹ 1000.00 for Lumpsum

Exit Load

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.

Scheme Documents

TenureReturns (CAGR)
YTD
34.01
1 Month
1.91
3 Month
3.30
1 YR
30.27
2 YR
22.56
3 YR
16.26
TenureReturns (CAGR)
1 YR
28.32
2 YR
26.36
3 YR
20.35
5 YR
23.15

Portfolio

Company Name% Assets
ICICI Bank Ltd.6.69
Gujarat Alkalies & Chemicals Ltd.4.79
Indusind Bank Ltd.4.67
Yes Bank Ltd.4.61
HDFC Bank Ltd.4.25
Hindalco Industries Ltd.3.21
Maruti Suzuki India Ltd.3.2
Hindustan Petroleum Corpn. Ltd.3.11
Chennai Petroleum Corpn. Ltd.2.68
ITC Ltd.2.64

Top Sectoral Holdings

Sector Name% Assets
Financial33.68
Automobile10.18
FMCG8.52
Chemicals7.57
Metals6.26
Construction6.07
Technology6.03
Energy5.79
Healthcare5.15
Communication3.12

Indicators

Portfolio turnover ratio93
Standard Deviation16.17%
Beta1.09%
Sharpe Ratio0.73

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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