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Mutual Fund Review – Birla Sun Life India Opportunities

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Fund Name: Birla sun life India Opportunities (G)


Category: Equity – Diversified

Expense Ratio: 3.06%

Risk Level: Average

Benchmark: CNX 500

Objective: An Open-ended growth scheme with the objective to achieve superior long-term growth of capital by investing in shares of companies that do one or more of the following: Leverage India’s intellectual capital for providing services, research and creative inputs; Seek to use current and impending changes in patent laws / import tariffs / quotas to supply goods and services; Leverage India’s lower labour costs for providing services and manufactured goods; Leverage India’s large population of English speaking people for providing services.

Returns (Annualized)


Our Review

Birla sun life India opportunities fund has made its inception in the year 1999. Since inception, it has produced annualized returns of 8%. It has managed to beat the benchmark index as well as category average comprehensively in the 1, 3 and 5 year returns.

Top 5 holdings of the fund include Cummins India, Infosys, TCS, Wipro and Hindustan Zinc. The fund invests in diversified stocks belonging to large and midcap category. For those looking for a diversified fund, this is a good bet.

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