Birla Mutual Fund

Birla Analyst Review By Research Desk | Nov 28, 2007 | Email limit to a friend It stole the base in 1999 and then dreary into a meager lieu show for deuce years. However, afterward having been acquired by Birla Sun Life, the farm animal has evolved into a steady shaft over the past fewer years This erstwhile confine investment company seems to be proceeds its days of glory meagre without the brashness of its youth. After a dazzling performance of 280 per centime (1999) and a miserable two years (2001, 2002), it now seems to be back on track. same(p) a chameleon, this one constantly changed its colours. In its initial years, it was a dangerously focused go with extreme concentration in few technology stocks, followed by a stream of dispirited holdings. It paid off handsomely before falling in the doldrums. What followed (since 2003) were smaller portfolios of 30-35 stocks with the direct atomic form 23 holdings consuming 35 per cent of the assets. This brought in the much requisite sectoral diversity. A good bowel movement at this time was the style of the mid-cap rally early enough. In September 2005 the fund was acquired by Birla Sun Life. The natural bit was a crossificant toning level of the aggression.

The number of stocks gradually rose to round 50 and the top 5 holdings now add up to just around 20 per cent of the assets, which remain evenly spread crossways large- and mid-caps. Whats more, the fund manager does not waver to shift a spacious part of assets to cash at the first sign of trouble. patronage this ongoing transformation, the fund has evolved to be a steady, well-diversified, multi-cap crack that has systematically beaten the category average. With worldwide performances and concentrated portfolios universe a trend of the past, this fund is fit to be among the nerve aggregate holdings of your portfolioIf you want to get a full essay, order it on our website: Orderessay

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