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Mutual Fund Review: Birla Sunlife MNC Fund

 

Scheme Objective:

This fund seeks to invest in a portfolio of Multi National Companies across various sectors like the FMCG, Auto Ancillaries and Pharmaceuticals etc. The main objective is to obtain long term capital growth with moderate levels of risk.

Fund Type: Open Ended Scheme

Options Available: Dividend, Growth

Minimum Investment Amount: Rs 5000

Entry Load: NIL

Exit Load: 1% if the investment is redeemed within 1 year of allotment.

Top Portfolio Investments:

·         CRISIL

·         Cummins Engineering

·         ING Vysya Bank

·         Maruti Suzuki

·         Pfizer

·         ICRA

·         Gujarat Gas

Investment Sectors:

The various sectors in which the scheme has invested are Engineering, Pharmaceuticals, Automotive, Foods and Beverages, Oil and Gas etc

Returns Generated by the Scheme:

·         6 Months – Around 10 %

·         1 Year – Around 28 %

·         2 Years – Around 160 %

·         3 Years – Around 42 %

·         5 Years – Around 115 %

** The returns less than 1 year are calculated as absolute returns and more than 1 year are compounded annualized.
 

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