Last NAV: 19.68

ADITYA BIRLA SUN LIFE INDIA REFORMS FUND   -   Growth

INVESTMENT OBJECTIVE : The scheme seeks to generate income & capital appreciation by predominantly investing in equity & equity linked instruments of companies that are expected to benefit from the economic reforms, PSU divestment and increased government spending. The scheme will invest across sectors without any market cap or sectorial bias.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
8.39% 13.65% 20.87% 0.00% 0.00% -4.74%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.51 0.72 0.21 16.36% -39.04% 56.25%
Riskometer
High
Investors understands that their principle will be at high risk

Key Specifications

Category Equity: Multi Cap
AUM INR   99.95   Cr.
Inception Date 09/06/2010
Minimum Initial Investment INR   1000
Minimum Subsequent Investment INR   1000
TurnOver 73
Expense Ratio 2.86

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2010 0.00 0.00 0.00 0.00 0.00 0.29 2.15 3.93 5.16 2.37 -6.25 0.00 7.46
2011 -12.33 -5.83 7.96 2.77 -3.09 2.78 0.30 -7.58 -2.05 2.43 -10.66 -10.36 -32.05
2012 14.52 4.81 -0.34 -2.81 -6.47 8.53 -1.94 -2.21 12.23 -1.90 4.31 1.65 32.12
2013 -1.02 -10.89 -1.38 4.44 -3.14 -5.55 -8.81 -8.86 7.36 13.99 1.56 4.38 -10.38
2014 -8.85 3.24 15.08 2.41 19.65 7.36 -2.47 2.12 1.44 5.84 4.62 -0.28 58.91
2015 3.43 -0.07 -1.87 -2.32 2.02 -1.27 3.08 -5.21 0.44 -0.22 0.29 -0.15 -2.14
2016 -4.82 -7.29 9.02 2.73 2.51 4.61 7.09 3.99 0.31 0.37 -9.15 -1.89 5.91
2017 9.30 4.48 6.28 2.78 0.44 -1.16 9.40 2.39 -1.59 3.84 -0.34 2.68 45.07
2018 -2.09 -4.22 -1.32 6.06 -4.74 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -6.51
all values are in %

Allocation Mandate

Equity Allocation Min: 65   Max: 100
Debt Allocation Min: 0   Max: 35
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 35

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