The Economic Times
English EditionEnglish Editionहिन्दीગુજરાતી
| 12 August, 2020, 01:14 AM IST | E-Paper
Search
+

    Birla Sun Life Pension Scheme - Scheme E - TIER I

    AS ON 10-08-2020
    1 Day Change
    12.4027
    0.0515(0.42%)
    Scheme Options:
    E
    C
    G
    A

    52 Week High/Low

    12.40
    8.3013.12

    ET Rating

    Parameters

    Investment Growth Chart

    LUMP SUM
    SIP

    Lumpsum Investment = Rs 1000

    Fund v/s Category

    (Scheme E - TIER I)

    Corpus (in Rs Crore)
    69.90
    69.903721.10
    1 Year Standard Deviation
    10.83
    1.0811.44

    NPS Calculator

    Calculate the amount of pension wealth you will accumulate on retirement.

    FIND OUT NOW

    Fund v/s Peers

    (Value in %)

    Scheme
    1 Month
    3 Month
    6 Month
    1 Year
    3 Year
    5 Year
    Birla Sun Life Pension Scheme - Scheme E - TIER I
    4.74
    22.85
    -3.76
    5.62
    5.64
    --
    5.78
    22.27
    -5.16
    4.10
    5.48
    7.28
    5.38
    23.31
    -5.58
    3.80
    3.95
    6.49
    4.90
    21.04
    -5.57
    1.05
    4.31
    6.11

    Returns <= 1 year are absolute and > 1 year are annualised.

    Peer Schemes are sorted on 1 year return.

    ET Ratings

    Scheme
    3 Month
    6 Month
    1 Year
    3 Year
    5 Year
    Birla Sun Life Pension Scheme - Scheme E - TIER I
    ★★★★★
    ★★★★★
    ★★★★★
    ★★★★
    --
    --
    --
    --
    ★★★★★
    ★★★★★
    ★★★★
    ★★★★
    ★★★★
    ★★★
    ★★★
    ★★
    ★★★★
    ★★★★
    ★★★★
    ★★★★
    ★★★
    ★★★
    ★★★
    ★★★★
    ★★
    ★★
    ★★
    ★★
    ★★

    Peer Schemes are sorted in descending order of 1 year ET Ratings.

    Quantitative Ratios

    Mean return: Monthly Mean rolling return rolled daily for the respective time periods.

    Size of Bubble represents the Fund Size.

    Asset Allocation

    (Value in %)

    Scheme
    Equity
    Debt
    Cash
    Corpus Trend
    Birla Sun Life Pension Scheme - Scheme E - TIER I
    99.90
    98.66100.02
    0.00
    0.000.00
    0.09
    0.001.36
    97.65
    95.6997.65
    1.94
    1.944.66
    0.38
    -0.560.92
    97.67
    97.6797.67
    0.00
    0.000.00
    2.35
    2.352.35
    99.53
    96.3599.53
    0.54
    0.453.72
    -0.09
    -0.152.70
    96.00
    95.4298.66
    0.00
    0.004.21
    4.02
    -0.714.06
    99.20
    97.3499.89
    0.00
    0.000.38
    0.82
    -0.252.64

    Peer Schemes are selected based on descending order of their ratings.

    Portfolio

    Scheme
    No of Companies
    Co. with Highest Exposure
    No. of Sectors
    Sector with Highest Exposure
    Expense Ratio
    Birla Sun Life Pension Scheme - Scheme E - TIER I
    37
    Reliance Industries Ltd.
    12
    Financial
    --
    62
    Reliance Industries Ltd.
    14
    Financial
    --
    52
    Reliance Industries Ltd.
    15
    Financial
    --
    35
    Reliance Industries Ltd.
    11
    Financial
    --
    74
    HDFC Bank Ltd.
    13
    Financial
    --
    95
    Reliance Industries Ltd.
    14
    Financial
    --

    Peer Schemes are sorted alphabetically

    Risk Return Matrix

    (Value in %)

    Peer Schemes are selected based on descending order of their ratings.

    Current Scheme

    Size of Bubble represents the Fund Size.

    Fund Asset Allocation

    99.90%
    EQUITY
    0.00%
    DEBT
    0.09%
    CASH
    -100%
    -50%
    0%
    50%
    100%

    Portfolio Allocation

    SECTORS
    COMPANIES

    Size of Box represents the Allocation(%).

    Basic Attributes

    Inception Date05-05-2017
    Asset ClassScheme E
    Account TypeTIER I
    Min. Contribution per Year--
    Benchmark--

    Synopsis

    Birla Sun Life Pension Scheme - Scheme E - TIER I is an NPS scheme that invests predominantly in Equity.This scheme is meant for TIER I investors.Under NPS, investors get 2 accounts namely Tier I account and Tier II account. Tier I account is mandatory for investors to join NPS whereas Tier II account is optional. The fund lies in the fifth pentile based on the parameters of Returns, Downside risk and Consistency. Pentile divides the population into 5 equal parts with each part containing 20 percent of the population. The first Pentile represents the top pentile whereas the fifth pentile denotes the bottom pentile.The scheme was incepted on 05/05/2017. Its portfolio comprises of 37 companies with highest exposure in Reliance Industries Ltd..
    The Economic Times