Mutual Fund Application Forms Download Any Applications
Invest in Tax Saving Mutual Funds Invest Online
Infrastructure Bond Application Forms Download Applications

Birla Sun Life Top 100 Fund – Large Cap Fund

Wednesday, December 30, 2015 by Indian Real Estate News

 Birla Sun Life Top 100 Fund – Invest Online
 
    • Fund Type: Open-ended.
    • Investment Plan: Growth scheme.
    • Benchmark: CNX NIFTY.
    • Load details:
      • Entry load: None.
      • Exit load: 1.50%
    • Asset breakup:
      • Equity: 91.70%
      • Others/Unlisted: 0.54%
      • Debt: 0.10%
      • Cash / Call: 8.15%
    • Investment portfolio:
      • Banking and finance: 29%
      • Automotive: 11%
      • Information Technology: 10%
      • Pharmaceuticals: 9%
      • Cash / Call: 8%
      • Oil & Gas: 7%
      • Engineering & Capital Goods: 5%
      • Consumer Non-durables: 2%
      • Conglomerates: 2%
      • Telecommunication: 2%
      • Metals & Mining: 2%
      • Tobacco: 2%
      • Food & Beverages: 2%
      • Manufacturing: 2%
      • Chemicals: 1%
      • Media & Entertainment: 1%
      • Utilities: 1%
      • Services: 1%
      • Retail & Real Estate: 1%
      • Cement & Construction: 1%
    • Total asset size: Rs.1,415 crore (as on June 30th, 2015)
    • Fund performance:

      • The below table illustrates how the average fund returns are highest in the last 2 years, standing at a strong 34%, a whole 7.8% higher than the category average. On the whole, the fund has provided higher returns than the category average in all timeframes.

      Category6 months1 year2 years3 years5 years
      Fund Returns-7.3%8.2%34%22%13.5%
      Category Average-7.2%5.5%26.2%15.2%7.8%
      Difference of fund returns and category returns-0.1%2.7%7.8%6.8%5.7%
      Best of category3.2%21.5%44.8%29.1%13.6%
      Worst of category-14.8%-7.1%10.2%6.3%3.1%
      Benchmark Returns #-10.3%-1.4%19.3%13.4%7.3%
      Difference of fund returns and benchmark returns3.0%9.6%14.7%8.6%6.2%
    • Fund performance as compared to peers:
      • Type: Large Cap Funds6 months1 year3 years5 years
      HDFC Top 200 Fund-10.2%-1.1%17.4%9.2%
      HDFC Top 200 Fund – Direct-9.9%-0.5%n/an/a
      Birla SL Frontline Equity-7.7%8.4%21.7%12.5%
      Birla SL Frontline Equity – Direct-7.3%9.3%n/an/a
      Franklin India Blue Chip-5.2%9.4%17.1%10.5%
    • Top 10 holdings:
      • Asset %Value (in Rs. Crore)EquitySector
      5.51%Rs.80.49 croreHDFC BankBanking / Finance
      3.74%Rs.54.73 croreICICI BankBanking / Finance
      3.42%Rs.49.97 croreRelianceOil & Gas
      2.89%Rs.42.21 croreAxis BankBanking / Finance
      2.87%Rs.41.93 croreInfosysTechnology
      2.60%Rs.37.95 croreSBIBanking / Finance
      2.54%Rs.37.09 croreMaruti SuzukiAutomotive
      2.37%Rs.34.58 croreGrasimConglomerate
      2.34%Rs.34.26 croreTata MotorsAutomotive
      2.05%Rs.30.03 croreHCL TechnologiesTechnology
Invest Rs 1,50,000 and Save Tax under Section 80C. Get Great Returns by Investing in Best Performing ELSS Mutual Funds

Top 10 Tax Saving Mutual Funds to invest in India for 2016 or Best 10 ELSS Mutual Funds in india for 2016

1. BNP Paribas Long Term Equity Fund

2. Axis Tax Saver Fund

3. Franklin India TaxShield

4. ICICI Prudential Long Term Equity Fund

5. IDFC Tax Advantage (ELSS) Fund

6. Birla Sun Life Tax Relief 96

7. DSP BlackRock Tax Saver Fund

8. Reliance Tax Saver (ELSS) Fund

9. Religare Tax Plan

10. Birla Sun Life Tax Plan

Invest in Best Performing 2016 Tax Saver Mutual Funds Online

Invest Online

Download Application Forms

For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

---------------------------------------------

Leave your comment with mail ID and we will answer them

OR

You can write to us at

PrajnaCapital [at] Gmail [dot] Com

OR

Leave a missed Call on 94 8300 8300

| comments (0)

0 comments:



Post a Comment


Mutual Fund Application Forms Download Any Applications
Invest in Tax Saving Mutual Funds Invest Online
Infrastructure Bond Application Forms Download Applications

Popular Posts

  • Religare Banking Fund
    Buy Gold Mutual Funds Invest Mutual Funds Online Download Tax Saving Mutual Fund Application Forms Call 0 94 83...
  • Birla Sun Life Debt Funds
    Invest Birla Sun Life Debt Funds Online Scheme   The Average Maturity Of Complete Portfolio YTM Mark to Mkt Modified ...
  • Bajaj Allianz Life Young Assure
      Bajaj Allianz Life has launched Young Assure, a non-linked, participating plan to help people fund their children's education....
  • Goldman Sachs India Equity Fund
    Buy Gold Mutual Funds Invest Mutual Funds Online Download Tax Saving Mutual Fund Application Forms Call 0 94 8300 83...
  • Birla Sun Life MNC Fund dividend
      Birla Sun Life Mutual Fund has announced dividend under the dividend option of Birla Sun Life MNC Fund. The quantum of dividend shall b...
  • Gold Savings Fund
    Invest Mutual Funds Online Download Mutual Fund Application Forms Buy Gold Mutual Funds Gold Savings Funds An int...
  • Bharat Bond ETF
    Top SIP Funds Online   The government of India has paved the way for the launch of India's first corporate bond ETF called as Bharat B...
  • Mirae Asset Focused Fund
    Top SIP Funds Online   Mirae Asset Focused Fund (MAFF ) is a new fund from the stable of Mirae Asset Mutual Fund. It is an open-ended ...
  • AmEx offers travel credit card
    Buy Gold Mutual Funds Invest Mutual Funds Online Download Mutual Fund Application Forms Call 0 94 8300 8300...
  • Use debt mutual funds to meet your goals
    Invest In Tax Saving Mutual Funds Online Download Tax Saving Mutual Fund Application Forms Buy Gold Mutual Funds Ca...
Mutual Fund Application Forms Download Any Applications
Invest in Tax Saving Mutual Funds Invest Online
Infrastructure Bond Application Forms Download Applications