Investing in funds focusing on MNCs : reaping a surplus harvest

Investors while building up a Mutual Fund portfolio, should consider funds that focus primarily on investments in equity and equity related securities of multinational companies (MNCs).

Birla Sun Life MNC fund is a fund that has proven how profitable it can be to invest in,adopting a likewise strategy. 

An investment of Rs.10000 in Birla Sun Life MNC Fund (BSL MNC Fund) since inception (date of inception – December 27, 1999) would have grown to Rs.164965 i.e. would have grown 16 times as compared to Rs. 54765 in primary benchmark (Nifty MNC); and ` Rs. 57871 in secondary benchmark (Nifty 50), (as on June 30, 2016).

Birla Sunlife MNC fund invests in securities of multinational companies in order to achieve long-term growth of capital with relatively moderate levels of risk. If investments were made via SIP (Systematic Investment Plan) the annualised returns for the fund would have been almost 27 per cent over a 3 year period; and the same would have been 26.55 per cent over a 5 year period. 

Choosing the right fund to invest in, plus investing in the fund in the right manner (SIP) is equally important to be able to create wealth in the long run.