Talking about investing in MFs, it would not be wrong to say that people find it risky, thus not many prefer to invest. Though it is true that mutual funds are related to market risk, but it is also a fact that MFs no doubt are one of the best investment options available.
Yes, if we talk about current scenario, amongst all the investment options, mutual funds stand strong by giving the good returns as compared to others. This is the reason that the perception of people has changed towards MFs and now many investors are showing their keen interest to invest in the same. But when it comes to investment, here comes the biggest dilemma, i.e. which fund house is the best?
Well, to keep you away from this hassle, here we are to help. That’s right! In this article, we are going to talk about Birla Sun Life Mutual Fund NAV just to let you know that it is also one of the best options for you to invest.
A joint venture between Aditya Birla Group and Sun Life Financial Inc of Canada, this investment company is a name you can trust. With its wide range of investment solutions in the form of equity, debt and hybrid, this firm is best known for catering the needs of one and all.
So, without wasting any time further, let’s just discuss some of its top-performing funds in the article below:
Equity Funds
Birla Sun Life Banking And Financial Services Fund
NAV:28.02
Return Since Inception:31.75%
Started On:14 December, 2014
1 Year Return:24.59%
3 Year SIP Returns:30.2%
Horizon:Long Term Horizon
AUM:₹ 1332.91 Cr
Expense Ratio:2.49%
Minimum Investment:₹ 1000
Fund Manager:Satyabrata Mohanty & Dhaval Gala
Portfolio Holdings: ICICI Bank Ltd (12.67%), Yes Bank Ltd. (9.43%), HDFC Bank Ltd (8.66%), Bajaj Finance Ltd. (8.37%), L&T Finance Holdings Ltd. (6.89%), Indusind Bank Ltd (5.33%), PNB Housing Finance Ltd. (5.24%), DCB Bank Ltd. (4.19%), Cholamandalam Investment & Finance Co. Ltd (3.77%), Kotak Mahindra Bank Ltd (3.32%)
Birla Sun Life Midcap Fund -PLAN
NAV:309.19
Return Since Inception:25.81%
Started On:03 October, 2002
1 Year Return:19.71%
10 Year SIP Returns:19.49%
Horizon:Long Term Horizon
AUM:₹ 2209.85 Cr
Expense Ratio:2.32%
Minimum Investment:₹ 1000
Fund Manager:Jayesh Gandhi
Portfolio Holdings: L&T Finance Holdings Ltd (2.85%), KEC International Ltd (2.66%), Johnson Controls - Hitachi Air Conditioning India Ltd (2.58%), Gujarat State Petronet Ltd. (2.57%), Federal Bank Ltd (2.43%), Mangalore Refinery & Petrochemicals Ltd (2.36%), Hindalco Industries Ltd. (2.32%), Hindustan Petroleum Corpn. Ltd. (2.3%), Mahindra CIE Automotive Ltd. (2.27%),Petronet LNG Ltd (2.15%)
Debt Funds
Birla Sun Life Corporate Bond Fund
NAV:12.56
Return Since Inception:9.91%
Started On:03 April,2015
1 Year Return:10.21%
Horizon:Mid & Long Term Horizon
AUM:₹ 3077.16 Cr
Expense Ratio:1.92%
Minimum Investment:₹ 1000
Fund Manager:Maneesh Dangi & Sunaina Da Cunha
Portfolio Holdings: SP Imperial Star Pvt. Ltd. 23/03/2022 (5.72%), IL&FS Tamil Nadu Power Company Ltd. 14/03/2021 9.80% (4.99%), Wadhawan Global Capital Pvt Ltd. 31/07/2020(3.61%), Bhopal Dhule Transmission Co. Ltd. 04/04/2022 7.85%. (3.57%), RKN Retail Pvt. Ltd. 30/04/2020 2.00% (2.99%), Housing Development Finance Corpn. Ltd. 05/06/2019 7.55% (2.86%), Cholamandalam Investment & Finance Co. Ltd. 08/08/2019 7.85%(2.85%), LIC Housing Finance Ltd. 02/09/2019 (2.52%), Adani Transmission Ltd. 15/04/2021 10.25% (2.14%),Housing Development Finance Corpn. Ltd. 26/06/2020 7.60% (2.01%)
Birla Sun Life Income Plus
NAV:76.73
Return Since Inception:9.75%
Started On:21 October, 1995
1 Year Return:7.46%
Horizon:Mid & Long Term Horizon
AUM:₹ 2037.14 Cr
Expense Ratio:1.64%
Minimum Investment:₹ 1000
Fund Manager:Pranay Sinha & Ashish Kela
Portfolio Holdings: GOI 19/12/2022 6.84% (12.35%), GOI 15/05/2027 6.79% (11.71%), GOI 05/12/2030 8.97%(9.55%), GOI 19/12/2034 7.73% (5.66%), Reliance Ports and Terminals Ltd 18/11/2026 7.90% (3.91%), National Bank For Agriculture & Rural Development 7.71% (3.82%), Export-Import Bank Of India 18/05/2027 7.56%(2.81%), National Bank For Agriculture & Rural Development 07/02/2018 (2.68%), GOI 01/12/2044 8.17% (2.29%),Bihar State 01/03/2027 7.78% (2.09%)
Hybrid Funds
Birla Sun Life Balanced '95 Fund
NAV:739.51
Return Since Inception:21.22%
Started On:10 February,1995
1 Year Return:13.80%
10 Year SIP Returns:16.07%
Horizon:Medium Horizon
AUM:₹ 10147.76 Cr
Expense Ratio:2.26%
Minimum Investment:₹ 1,000
Fund Manager:Mahesh Patil, Dhaval Shah & Pranay Sinha
Portfolio Holdings: HDFC Bank Ltd. (4.67%), ICICI Bank Ltd (3.44%), GOI 15/05/2027 6.79%(2.45%), GOI 26/12/2029 6.79% (2.08%), Infosys Ltd (2.08%), GOI 22/06/2045 8.13% (2%), Eicher Motors Ltd(1.97%), ITC Ltd (1.96%), Yes Bank Ltd (1.93%), Indusind Bank Ltd (1.86%)
BSL Financial Planning FOF - Aggressive Plan
NAV:21.67
Return Since Inception:12.97%
Started On:09 May,2011
1 Year Return:14.31%
5 Year SIP Returns:16.55%
Horizon:Medium Horizon
AUM:₹ ₹ 129.96 Cr
Expense Ratio:1.33%
Minimum Investment:₹ 1,000
Fund Manager:Shravan Kumar Sreenivasula
Sectoral Holdings: Financial (17.91%), Automobile (6.02%), Energy (5.68%), FMCG (3.47%), Healthcare (2.82%), Construction (1.81%), Metals (1.78%), Cons Durable (1.29%), Technology (1.04%), Chemicals (0.96%)
Disclaimer - Mutual Funds are subject to market risks. Please read the scheme related documents carefully before investing.
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