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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – Birla Sun Life 95 fund

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Name of the Fund: Birla Sun Life 95 (G)

Ranked #4 by CRISIL

Category: Hybrid – Equity

Expense Ratio: 2.87%

Risk Level: Average

Benchmark: Crisil balanced

Objective: The fund seeks to achieve long-term capital appreciation and current income from a balanced portfolio with a target allocation of 60% equity, 40% debt and money market securities.

Returns (Annualized)

1-Year3-Year5-Year
9.6%8.2%22.06%

Our Review

Birla sun life fund (g) has made its inception in the year 1995. It has managed to beat the benchmark index in the 1, 3 and 5 year returns. Top holdings of the fund include Infosys, L&T, ICICI bank, HDFC bank and Tech Mahindra.

The fund has done very well in both rising as well as falling markets. The reason for this is that it reduced the equity exposure in falling markets and banks on debt investments. The fund has produced returns on a consistent basis. The fund is good for those looking for long term growth.

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