Birla Sun Life Focused Equity Fund – Series 6
NFO Opened on: 7-Sep-2015 - NFO Closes on: 1-Oct-2015
Scheme Features:
ü A 3-year closed ended equity scheme with objective to generate long term capital appreciation
ü Large Cap diversified fund which focuses on creating value by investing in shares of handpicked companies from S&P BSE 100, CNX 100 and PSU Navratna, Maharatna and Miniratna
Why Large Caps?
- The large cap index as represented by S&P BSE Sensex has seen tremendous growth over the long term. The fact that it tends to be lower in volatility compared to Midcaps (as represented by S&P BSE Midcap) and generates outperformance makes it ideal for investors looking for the best risk-return performance.
- Over the longer term, the S&P BSE Sensex has outperformed the S&P BSE Midcap across all time periods.
- The Market was trading at P/E 22 X before correction and post correction P/E has moved back to fair value and is trading at 15X, clearly an opportunity to invest at discount.
- Equities have Historically delivered healthy returns when bought fair to cheap valuation
Performance Track record of Previous Series:
Scheme Name | Launch Date | Since Inception Ret(in%) |
Birla Sun Life Focused Equity Fund - Series 1 | 24-Feb-14 | 30.1 |
Birla Sun Life Focused Equity Fund - Series 2 | 26-Mar-14 | 28.9 |
Birla Sun Life Focused Equity Fund - Series 3 | 30-Oct-14 | 7.7 |
Birla Sun Life Focused Equity Fund - Series 4 | 19-Dec-14 | 3.7 |
Birla Sun Life Focused Equity Fund - Series 5 | 25 Mar 15 | -1.5 |
Fund Manager Details:
Fund Manager:Mr Mahesh Patil – Co CIO Equity – Birla Sun Life Mutual Fund
FM Profile:Mr. Mahesh Patil joined Birla Sun life Asset Management Company in October 2005. He has over 23 years of experience in fund management, equity research and corporate finance. Prior to joining BSLAMC, he has worked with Reliance Infocom Ltd. in Business Strategy. Mahesh is an Engineer and an MBA. He also holds the CFA charter from ICFAI Hyderabad.
Disclaimer: Mutual Fund Investments are Subject to Market Risks. Read all Scheme Related Documents before Investing.
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