Birla Sun Fundamental Relationships

F00000PDPC -- India Fund  

INR 10.35  0.06  0.58%

The Drivers Module shows relationships between Birla Sun's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Birla Sun Life Gilt Plus PF Dir Qt Div over time as well as its relative position and ranking within its peers. Additionally see Investing Opportunities.

Birla Sun Life Cash Position Weight vs. Bond Positions Weight Fundamental Analysis

Birla Sun Life Gilt Plus PF Dir Qt Div is one of the top funds in bond positions weight among similar funds. It is one of the top funds in cash position weight among similar funds creating about  0.05  of Cash Position Weight per Bond Positions Weight. The ratio of Bond Positions Weight to Cash Position Weight for Birla Sun Life Gilt Plus PF Dir Qt Div is roughly  18.34 
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Birla Sun 
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
=
94.83 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Birla Sun 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
5.17 %
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

Birla Sun Life Cash Position Weight Comparison

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked.
Explore Thematic Ideas
Explore Investing Ideas  
Search macroaxis.com