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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – Birla Sun Life long term advantage

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Fund Name: Birla sun life long term advantage (G)

CRISIL Rank: 1

Category: Equity – Large cap

Expense Ratio: 2.85%

Risk Level: Average

Benchmark: S&P BSE 200

Objective: Aims at providing long-term capital appreciation by investing predominantly in a diversified portfolio of equity and equity-related securities.

Returns (Annualized)

1-Year3-Year5-Year
21.32%9.99%18.33%

Our Review

Birla sun life long term advantage (G) has made its inception in the year 2006. Since inception, it has produced annualized returns of 8%. 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, ITC, L&T, HDFC bank and Axis bank. The fund has been through ups and downs, which can be seen in the 3 year and 5 year performances. However, the long term returns of the fund indicate the true potential of fund to be a leader in the large cap space.

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