Want to discover the performance indicator of your investments? Analyze your mutual fund investments with the aid of a factsheet which provide you a disclosure of all your mutual fund schemes with special emphasis on portfolio composition of scheme performance. The portfolio indicates the collection of stocks, bonds, cash and cash securities. This portfolio represents the holding of assets which accept the formulation of your own mutual fund scheme.
Birla Sunlife Mutual Fund Factsheet: Your Financial Mentor in All Respects
In short, mutual fund factsheet is like a barometer useful for gauging the performance of your specified scheme. But which asset management company to follow? It's up to your wish where you want to invest in. In general, people have an aptitude to invest with the brand, from there Birla SunLife Mutual Fund comes in the limelight where you can invest in.
Birla Sun Life Mutual Fund is one of the leading brand which transpire into a comprehensive range of financial solutions for all your dreams. No matter if is regarding child's education, child's wedding, retirement, vacation, your dream home or other goal---Birla Sun Life Mutual Fund encloses all. Pay some time to understand the Birla Sun Life Mutual Fund Factsheet which throws light on every scheme in detail so as to make you informed where your money has been allocated to.
Birla Sun Life Mutual Fund Factsheet
Explore the fundamentals of your Birla Sun Life Mutual Fund Factsheet directly by going to the website of Birla Sunlife Mutual Fund. Just follow the simple steps to help you know about true picture of your comprehensive financial solutions:
1. Select your own scheme category
- Equity
- Debt
- Hybrid
- Liquid
- Fund of Funds
- ETF
2. Select your fund name
In this relative tab, choose your own mutual fund scheme from a range of mutual fund(equity, debt, hybrid etc.)
3. Select year 2017 in order to know about the mutual fund factsheet
4. Select from across the 12 months (from January to December) for 2017 year you wish to get the factsheet for yourself.
Mutual Fund Factsheet Analysis
Want to know what's store in factsheet for you? Well, examine the criterion that critically assess the performance of your mutual fund schemes.
(I) Key Information of the Scheme
- Name of the Scheme
- Investment Objective
- Types of Scheme
- Fund Manager's Name and his experience
- Date of initial allotment post NFO
- Average Assets Under Management
- Current Assets Under Management(AUM) as on factsheet date
- Current Net Asset Value(NAV) per unit
- Expense Ratio
- Load information
- Benchmark
- Total Expense Ratio - Regular Plan & Direct Plan
- Dividend History
(II) Portfolio Data
- Investment in securities
- Sector Allocation for equities
- Asset Allocation along with class of rating for debt
(III) Volatility Measures-Quantitative Analysis
1. Performance Analysis through Statistical ratios
- Standard Deviation for Equity Fund
- Beta for Equity Fund
- Sharpe ratio for equity fund
2. Performance Analysis through Ratio Analysis
- Portfolio turnover for equity fund
- Average maturity for debt fund
- Modified Duration for debt fund
3. Performance Analysis through Mutual Fund Returns
- Portfolio Yield
- Tracking Error (in case of passive Index fund/EF)
Birla Sun Life Mutual Fund Statement
Want to critically gauge the performance of your Birla Sun Life mutual fund schemes depending on the volatility? Check it out through your own Birla Sun Life Mutual Fund Statement which is a document that permits you to have an understanding relating to the information associated with equity, debt and hybrid funds you want to invest in. All you are required to enter your Folio number or Permanent Account Number(PAN) in the relative fields given on the website of Birla SunLife Mutual Fund and then click “Submit”. You will be thereby obtaining the latest portfolio statement on your registered email ID with Birla SunLife Mutual Fund.
Birla Sun Life Mutual Fund Schemes
- Birla Sun Life Cash Manager
- Birla Sun Life Cash Plus
- Birla Sun Life Corporate Bond Fund
- Birla Sun Life Dynamic Bond Fund
- Birla Sun Life Income Plus
- Birla Sun Life Medium Term Plan
- Birla Sun Life Savings Fund
- Birla SunLife Short Term Fund
- Birla Sun Life MIP II – Savings 5 Plan
- Birla Sun Life Monthly Income
- Birla Sun Life Tax Relief 96
- Birla Sun Life Balanced ‘95 Fund
- Birla Sun Life Dividend Yield Plus
- Birla Sun Life Equity Fund
- Birla Sun Life Equity Savings Fund
- Birla Sun Life Frontline Equity Fund
- Birla Sun Life Infrastructure Fund
- Birla Sun Life Manufacturing Equity Fund
- Birla Sun Life Midcap Fund
- Birla Sun Life MNC Fund
Disclaimer: Mutual Fund Investments are subject to market risks, read all scheme related documents carefully before investing.
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