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Mutual Fund Review – Birla Sun Life Top 100

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Fund Name: Birla Sun Life Top 100 (G)

CRISIL Rank: 1

Category: Equity – Large cap

Expense Ratio: 2.86%

Risk Level: Average

Benchmark: CNX Nifty

Objective: An Open Ended Growth Scheme which seeks to provide medium to long-term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of top 100 companies as measured by market capitalization.

Returns (Annualized)


Our Review

Birla sun life top 100 (G) fund has made its inception in the year2005. Since inception, it has produced annualized returns of 14%. 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, L&T, Infosys, HDFC bank and ITC. The fund invests 72% of assets into large caps, 22% in mid caps and the rest in small caps. As the name suggests, the fund invests in top 100 stocks of Nifty which reduces the risk involved for investors. Though the 3 year returns fail to beat inflation, 5 year returns have been brilliant for the fund.

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