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Mutual Fund Review – Birla Sun Life Equity

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Fund Name: Birla sun life equity (G)

CRISIL Rank: 2

Category: Equity – Diversified

Expense Ratio: 2.58%

Risk Level: Average

Benchmark: S&P BSE 200

Objective: An open-end growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities.

Returns (Annualized)


Our Review

Birla sun life equity (G) has made its inception in the year 1998. Since inception, it has produced amazing annualized returns of 24%. It has managed to beat the benchmark index as well as category average consistently in the 1, 3 and 5 year returns.

Top 5 holdings of the fund include ICICI bank, Tech Mahindra, L&T, IndusInd bank and ONGC. The fund’s strength lies in picking winners in large caps which constitute 75% of portfolio. It’s a good long term investment.

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