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Yogi Zone

Useful articles for your finance management by our team of experts

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)

1-Year3-Year5-Year
27.29%8.9%19.91%

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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