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Mutual Fund Review – Birla Sun Life India Opportunities

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Fund Name: Birla sun life India Opportunities (G)

CRISIL Rank: NA

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)

1-Year3-Year5-Year
44.08%12.08%20.31%

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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