With the new Government, there is a strong focus on infrastructure investments, thanks to various new projects. Therefore, investing in infrastructure related companies can prove to be a winning idea for you. You can give this winning edge to your portfolio by investing in Birla Sun Life Infrastructure Fund. It is an Open ended Growth Scheme that seeks to invests in the area of infrastructure across industries like banking & financial services, capital goods, cement, construction, power & power equipment, ports, telecommunication, transportation, etc. However, the Investment Manager may add other sector/group industries, which broadly satisfy the category of infrastructure industries.
- Invests in companies with good fundamentals
- Focus on infrastructure growth
The scheme seeks to provide medium to long-term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of companies that are participating in the growth and development of infrastructure in India.
As the new government looks to address the policy logjam, an investment led recovery would pave way for improved manufacturing and service activity. We expect the growth mix to improve in favor of investments (as against consumption) leading to productivity growth over the next 2-3 years. So, we anticipate near term growth improvement on account of cyclical reasons, but as better policy landscape starts to bear fruits, structural recovery would support the near term growth, thus making a case for a higher potential growth rate.
Portfolio positioning and diversification:
The portfolio is currently diversified across 17 sectors. Investments in Birla Sun Life Infrastructure Fund goes well beyond roads, bridges and power stations. It also includes critical and diverse sectors like oil& gas, banking, ports, telecom and steel (since development of these sectors also contributes towards India's overall infrastructural growth). Therefore, your investments benefit from the entire nation-building effort.
Note: The above allocation is as on October 31, 2015, as per industry classification as recommended by AMFI.
Stocks/sectors mentioned above as a part of the portfolio may or may not be a part of the portfolio in future.