Birla Sun Fundamental Relationships

F0GBR06RTG -- India Fund  

INR 72.56  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 Tax Saving Gr over time as well as its relative position and ranking within its peers. Additionally see Investing Opportunities.

Birla Sun Life Cash Position Weight vs. Minimum Initial Investment Fundamental Analysis

Birla Sun Life Tax Saving Gr is rated below average in minimum initial investment among similar funds. It is rated below average in cash position weight among similar funds creating about  0.01  of Cash Position Weight per Minimum Initial Investment. The ratio of Minimum Initial Investment to Cash Position Weight for Birla Sun Life Tax Saving Gr is roughly  188.68 
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Birla Sun 
Minimum Initial Investment 
=  
First Fund Deposit 
=
500
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.
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 
=
2.65%
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

Birla Sun is currently under evaluation in cash position weight among similar funds.

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