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Birla Sun Life Top 100 Fund – Large Cap Fund

 Birla Sun Life Top 100 Fund – Invest Online
 
    • Fund Type: Open-ended.
    • Investment Plan: Growth scheme.
    • Benchmark: CNX NIFTY.
    • Load details:
      • Entry load: None.
      • Exit load: 1.50%
    • Asset breakup:
      • Equity: 91.70%
      • Others/Unlisted: 0.54%
      • Debt: 0.10%
      • Cash / Call: 8.15%
    • Investment portfolio:
      • Banking and finance: 29%
      • Automotive: 11%
      • Information Technology: 10%
      • Pharmaceuticals: 9%
      • Cash / Call: 8%
      • Oil & Gas: 7%
      • Engineering & Capital Goods: 5%
      • Consumer Non-durables: 2%
      • Conglomerates: 2%
      • Telecommunication: 2%
      • Metals & Mining: 2%
      • Tobacco: 2%
      • Food & Beverages: 2%
      • Manufacturing: 2%
      • Chemicals: 1%
      • Media & Entertainment: 1%
      • Utilities: 1%
      • Services: 1%
      • Retail & Real Estate: 1%
      • Cement & Construction: 1%
    • Total asset size: Rs.1,415 crore (as on June 30th, 2015)
    • Fund performance:

      • The below table illustrates how the average fund returns are highest in the last 2 years, standing at a strong 34%, a whole 7.8% higher than the category average. On the whole, the fund has provided higher returns than the category average in all timeframes.

      Category6 months1 year2 years3 years5 years
      Fund Returns-7.3%8.2%34%22%13.5%
      Category Average-7.2%5.5%26.2%15.2%7.8%
      Difference of fund returns and category returns-0.1%2.7%7.8%6.8%5.7%
      Best of category3.2%21.5%44.8%29.1%13.6%
      Worst of category-14.8%-7.1%10.2%6.3%3.1%
      Benchmark Returns #-10.3%-1.4%19.3%13.4%7.3%
      Difference of fund returns and benchmark returns3.0%9.6%14.7%8.6%6.2%
    • Fund performance as compared to peers:
      • Type: Large Cap Funds6 months1 year3 years5 years
      HDFC Top 200 Fund-10.2%-1.1%17.4%9.2%
      HDFC Top 200 Fund – Direct-9.9%-0.5%n/an/a
      Birla SL Frontline Equity-7.7%8.4%21.7%12.5%
      Birla SL Frontline Equity – Direct-7.3%9.3%n/an/a
      Franklin India Blue Chip-5.2%9.4%17.1%10.5%
    • Top 10 holdings:
      • Asset %Value (in Rs. Crore)EquitySector
      5.51%Rs.80.49 croreHDFC BankBanking / Finance
      3.74%Rs.54.73 croreICICI BankBanking / Finance
      3.42%Rs.49.97 croreRelianceOil & Gas
      2.89%Rs.42.21 croreAxis BankBanking / Finance
      2.87%Rs.41.93 croreInfosysTechnology
      2.60%Rs.37.95 croreSBIBanking / Finance
      2.54%Rs.37.09 croreMaruti SuzukiAutomotive
      2.37%Rs.34.58 croreGrasimConglomerate
      2.34%Rs.34.26 croreTata MotorsAutomotive
      2.05%Rs.30.03 croreHCL TechnologiesTechnology
Invest Rs 1,50,000 and Save Tax under Section 80C. Get Great Returns by Investing in Best Performing ELSS Mutual Funds

Top 10 Tax Saving Mutual Funds to invest in India for 2016 or Best 10 ELSS Mutual Funds in india for 2016

1. BNP Paribas Long Term Equity Fund

2. Axis Tax Saver Fund

3. Franklin India TaxShield

4. ICICI Prudential Long Term Equity Fund

5. IDFC Tax Advantage (ELSS) Fund

6. Birla Sun Life Tax Relief 96

7. DSP BlackRock Tax Saver Fund

8. Reliance Tax Saver (ELSS) Fund

9. Religare Tax Plan

10. Birla Sun Life Tax Plan

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