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Yogi Zone

Useful articles for your finance management by our team of experts

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)

1-Year3-Year5-Year
21.81%9.05%16.16%

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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