Birla Sun Fundamental Relationships

F00000PDQ6 -- India Fund  

INR 13.75  0.00  0.00%

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 MIP II Svgs 5 Dir Mn Div over time as well as its relative position and ranking within its peers. Additionally see Investing Opportunities.

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.
Birla Sun 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
9.89%
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.
Birla Sun 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
9.17%
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.

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