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investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Note: Risk is represented as:
(BLUE) investors understand that
their principal will be at low risk
(YELLOW) investors understand that
their principal will be at medium risk
(BROWN) investors understand that
their principal will be at high risk
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.
 
Highlights
 
  • Invests in companies with good fundamentals
  • Focus on infrastructure growth
 
Investment objective
 
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.
 
Why Infrastructure?
 
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.
 
Top 10 Portfolio Holdings (As on October 31, 2014)
 
Issuer
% to Net Assets
ICICI Bank Ltd.
8.78%
HDFC Bank Ltd.
4.86%
Cummins India Ltd.
4.30%
Oil & Natural Gas Corporation Ltd.
3.98%
Larsen & Toubro Ltd.
3.45%
Wabco India Ltd.
3.24%
The Federal Bank Ltd.
3.15%
Orient Cement Ltd.
2.50%
PTC India Ltd.
2.48%
Shriram Transport Finance Company Ltd.
2.15%
 
Top 10 Sector Holdings (As on October 31, 2014)
 
Issuer
% to Net Assets
Banks
29.89%
Power
8.01%
Industrial Products
7.54%
Construction Projects
7.22%
Cement
6.99%
Industrial Capital Goods
6.18%
Auto
5.38%
Oil
5.33%
Finance
4.98%
Auto Ancillaries
3.58%
 
Note:The above allocation is as on October 31, 2014, 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.

Disclaimer

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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The views, opinions and recommendations mentioned herein are those of the Investment Advisor alone and should not be construed as investment advice to any party and are not necessarily those of Birla Sun Life Asset Management Company Ltd.(BSLAMC) or any of their officers, employees, personnel, directors and further, BSLAMC / its subsidiaries / affiliates / sponsors / trustee or their officers, employees, personnel, directors make no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and shall not be liable for any loss, damage, liability whatsoever for any direct or indirect loss arising from the use or access of such information.

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Declaration


The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Birla Sun Life Mutual Fund (BSLMF), securities or financial instruments in any jurisdiction in which such distribution, sale or offer is not authorised. In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or the solicitation of any offer to buy or sell any securities or financial instruments in the United States of America ("US") and Canada to or for the benefit of United States persons (being persons resident in the US, corporations, partnerships or other entities created or organised in or under the laws of the US or any person falling within the definition of the term "US Person" under the US Securities Act of 1933, as amended) and persons of Canada.

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