Birla Sun Life Special Situations Fund - Direct Plan - Growth

Birla Sun Life Special Situations Fund - Direct Plan - Growth SIP Returns Calculator

Birla Sun Life Special Situations Fund - Direct Plan - Growth Rolling Returns %

Rolling returns of Birla Sun Life Special Situations Fund - Direct Plan - Growth over past period.

Period Returns(%)
1mth -0.28
3mth 3.42
6mth 11.65
1 year 31.9
2 year 20.08
3 year 15.32
5 year

Birla Sun Life Special Situations Fund - Direct Plan - Growth Absolute Returns (%)

Absolute Returns of Birla Sun Life Special Situations Fund - Direct Plan - Growth over past 5 years

Year Qtr1 Qtr2 Qtr3 Qtr4
2016 -9.53 12.88 12.43 -9.55
2015 7.11 -4.97 2.37 0.93
2014 5.79 34.04 1.17 11.97
2013 0 -1.06 -3.37 13.28
2012 0 0 0 0

Birla Sun Life Special Situations Fund - Direct Plan - Growth Portfolio

Top 15 holdings of Birla Sun Life Special Situations Fund - Direct Plan - Growth

Equity Sector Qty Value(Rs cr) Asset %
Yes Bank Limited Banks 55952.0 5.49
IndusInd Bank Limited Banks 54000.0 4.88
ITC Limited Consumer Non Durables 258000.0 4.59
HDFC Bank Limited Banks 50000.0 4.58
UPL Limited Pesticides 77400.0 3.57
Infosys Limited Software 55000.0 3.57
Hindalco Industries Limited Non - Ferrous Metals 233060.0 2.88
Chennai Petroleum Corporation Limited Petroleum Products 113628.0 2.62
HCL Technologies Limited Software 47000.0 2.61
Maruti Suzuki India Limited Auto 6500.0 2.48
Tech Mahindra Limited Software 81500.0 2.37
State Bank of India Banks 125000.0 2.33
Atul Limited Chemicals 14853.0 2.25
Tata Motors Limited Auto 75000.0 2.22
Vedanta Limited Non - Ferrous Metals 119000.0 2.08

Sector Allocation

Sector %
Banks 22.83
Software 10.55
Consumer Non Durables 8.6
Finance 7.81
Auto 7.13
Petroleum Products 6.81
Non - Ferrous Metals 5.67
Pharmaceuticals 5.09
Pesticides 3.57
Chemicals 3.41

Asset Allocation (%)

Birla Sun Life Special Situations Fund - Direct Plan - Growth Objective

Birla sunlife special situations funds aims to generate long term growth by investing in specific equities and uses contrarion style of investing

Birla Sun Life Special Situations Fund - Direct Plan - Growth Review

Birla sunlife special situations is a open ended diversified fund which invests in growth companies. Majority of investments are in large cap.It has large holdings across the banking sector with Yesbank, Indusind bank and HDFC bank being top picks. For last 3 years it has consistently beaten index as well as category.

Investment Info

Load Details

Entry Load NIL
Exit Load Till 0..12 months => 1 %

Contact Details

Regd. Office One India Bulls Centre, Tower-1,17th Floor, Jupiter Mills Compound,841, Senapati Bapat Marg,Elphinstone Road, Mumbai- 400001
Tel. No. 43568000
Fax No. 43568110/8111
Email connect@birlasunlife.com
Website http://www.birlasunlife.com
Notes
* - NAV as on 2017-12-01
* - Disclaimer: The data presented here is just indicative and might not be accurate. Please consult the AMC site for detailed information and up-to-date data on the Scheme