Birla Sun Life Three Year Return vs. Equity Positions Weight Fundamental Analysis
Birla Sun Life MIP II Svgs 5 Dir Mn Div is rated # 4 fund in equity positions weight among similar funds. It is rated # 2 fund in three year return among similar funds reporting about 0.93 of Three Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Three Year Return for Birla Sun Life MIP II Svgs 5 Dir Mn Div is roughly 1.08 Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
|Equity Positions Weight ( % )|
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Birla Sun Life Three Year Return Comparison
Birla Sun is currently under evaluation in three year return among similar funds.