Aditya Birla Sun Life India Opportunities Fund Add to compare
164.06
1.01
(0.62%)
1 day change as on 25 May 2018
Investment Objective: An Open ended Growth Scheme with the objective to achieve superior long-term growth of capital by investing in shares of companies that do one or more of the following: 1. Leverage Indiaâ??s intellectual capital for providing services, research and creative inputs. 2. Seek to use current and impending changes in patent laws / import tariffs / quotas to supply goods and services. 3. Leverage Indiaâ??s lower labour costs for providing services and manufactured goods 4. Leverage Indiaâ??s large population of English speaking people for providing services.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 148.46
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Days to 365 Days; Exit Load is 1% 1000
Launch Date Fund Manager Last Dividend
27-12-1999 Kunal Sangoi 0.00
Benchmark Email / Website Bonus
Nifty 500 connect@birlasunlife.com / www.birlasunlife.com
AMC Name
Aditya Birla Sun Life Asset Management Company Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Aditya Birla Sun Life India Opportunities Fund 191.25 -2.79 1.79 11.29 33.43 14.64 27.02 11.07
SBI Small Cap Fund 836.02 -5.32 -5.04 -3.52 32.60 23.01 34.74 21.84
ICICI Prudential Growth Fund - Series 8 78.89 -0.87 5.94 16.07 29.34 7.60 -- 2.28
Sundaram Select Micro Cap - Series V 233.87 0.92 -0.79 11.50 29.20 18.54 -- 25.86
HDFC Small Cap Fund 3646.65 -3.74 0.07 5.33 28.58 21.52 24.31 16.15
SBI Focused Equity Fund 2681.22 -0.53 3.53 5.61 27.19 14.92 19.12 21.06
Top 10 Holdings
Company Name Sector Name Asset %
Infosys Ltd. IT 7.84
Honeywell Automation India Ltd. Industrial Manufacturing 6.37
Sterlite Technologies Ltd. Telecom 5.53
KPIT Technologies Ltd. IT 5.41
Tech Mahindra Ltd. IT 5.26
 
Company Name Sector Name Asset %
Majesco Ltd. IT 4.81
Sanofi India Ltd Pharma 4.58
HCL Technologies Ltd. IT 4.51
WABCO India Ltd. Automobile 4.24
Persistent Systems Ltd. IT 4.22
AUM Movement
Asset Allocation