This document summarizes information about various investment tools and features available on the FE Trustnet Offshore website. It describes portfolios as collections of mutual funds, insurance funds, ETFs and cash that allow users to track holdings and costs. It notes that watchlists and fund baskets are temporary collections that do not include holding records. It also lists some of the tools available, including portfolio scanning, advanced searches, charting and fund comparisons.

1. Keyword Search
Funds
»
Help -My Selections _ X
Portfolio:
This shows the number of portfolios you hold. Portfolios
can be constructed from Offshore Mutual,Offshore
Insurance,Global ETFs and cash. Holdings and
acquisition costs can be recorded so that profits/losses
can be calculated. These can be calculated in terms of a
number of base currencies. Overall portfolio values, as
well as portfolio constituents, can be made the subject
of alerts.
Watchlist:
You have one watchlist, and this shows you the number
of items currently stored in the watchlist. Items stored
here do not have holdings records, so this list simply
monitors the price of items held, which can also be
subject to alerts
Funds Basket:
This is designed to be a temporary collection of items
selected by you for further analysis in the tools section.
Items can be subsequently transferred from the Basket
to the Watchlist or Portfolio.
Calculator
Time Zone
Fund Performance
Offshore Mutual Funds
Offshore Insurance Funds
Exchange Traded Funds (ETFs)
Tools
My Portfolio
Portfolio Scanner
Advanced Search
Multi-plot charting
Fund Comparison
Fund Ratings
Top Quartiles
Education Centre
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Absolute return bonds guide
Ethical Investment guide
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ETF guide
Fund super market guide
Ratio guide

2. Structured product guide
You are here: FE Trustnet Offshore Mutual Factsheet
Investments
Offshore Mutual / Birla Sunlife
Birla Sun Life India Advantage
Group factsheet
Group performance
Factsheet PDF
Print
FE Overview
FE Performance
FE Ratios & Analysis
FE Portfolio Breakdown
Dividends
Management Info
FE Crown Rating
Fund Objective
To achieve long-term appreciation through investment primarily in equity related securities of companies in India that are run
by efficient management, have a sustainable and robust business model and are available at reasonable valuations.
Fund Manager
Ajay Argal
Domicile
Mauritius
Sector Global
Equity - India
Currency
USD
Primary Asset Class
Equity
Fund Size
USD 113.12m as at 31-Aug-2009
Unit Name
BIRLA SUN LIFE INDIA ADVANTAGE
Add this unit to Basket
Inc/Acc Unit Currency
Accumulating USD
Citicode ISIN
BK94 MU0196S00230
Initial Charge Annual Charge
4.00% 1.50%

3. Mid Change (Mid)
USD 164.02 10.61 (6.92%)
03-Jul-2012
Unit LaunchDate
08-AUG-1996
Performance Overview
Cumulative Performance
YTD 3m 6m 1y 3y 5y
Fund 6.74 -8.57 3.92 -27.23 5.20 -19.89
Sector 10.01 -6.92 7.67 -20.76 6.33 -16.14
Discrete Performance (%)
2011 2010 2009 2008 2007
Fund -37.33 24.44 84.66 -62.12 62.88
Sector -35.15 20.62 84.21 -59.35 49.01
Asset Allocation
Asset Class % of Fund
Indian Equities 99.82
Money Market 0.18
Regional Breakdown

4. Region % of Fund
India 99.82
Money Market 0.18
Sector Breakdown
Sector % of Fund
Banks 20.99
Software 10.84
Consumer Non-Durables 8.23
Automobiles 7.02
Construction 6.98
Financials 6.20
Consumer Durables 5.68
Petroleum Products 5.30
Pharmaceuticals 3.68
Metal Products 2.99
Industrials 2.91
Building Materials & Merchants 2.66
Utilities 2.32
Transport 2.19
Mineral Extraction 1.97
Media 1.81
Retail 1.61

5. Telecommunications Utilities 1.60
Other Equities 1.41
Engineering 1.33
Money Market 0.99
Chemicals 0.89
Hotels 0.40
Performance figures are calculated on a bid price to bid price basis.
Tools
Toolset
Portfolio
Portfolio Scanner
Advanced Search
Multi-plot Charting
Fund Comparison
Fund Ratings
Top Quartiles
View all tools »
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