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Birla Sun Life MIP II -Wealth 25 Plan (G) Homepage >> Moneycontrol India >> Mutual Funds >> Snapshot of Birla Sun Life MIP II -Wealth 25 Plan (G) >> Investment Information, Fund Performance, Portfolio Analysis, News, Interviews, NAV Charts, MF Best Picks, Asset Monitor, Scheme Profile
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Birla Sun Life MIP II -Wealth 25 Plan (G)
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Rs.16.574 0.01 (0.06%)
Nov-25-2009
Should you hold or exit?
Fund Family Birla Sun Life Mutual Fund
Fund Class Monthly Income Plan
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Investment Information
Fund Type Open-Ended
Investment Plan Growth
Asset Size (Rs cr) 105.09 (Oct-30-2009)
Min. Investment Rs 5,000
Last Dividend N.A.
Bonus N.A.
Compare with another scheme
 Performance of Birla Sun Life MIP II -Wealth 25 Plan (G)
Absolute Returns (as on Nov 25, 09)
Period Returns (%) Rank #
1 mth 1.8 9
3 mths 3.6 8
6 mths 9.2 4
1 year 34.5 3
2 year 10.5 18
3 year 22.8 20
5 year 57.2 12
# Moneycontrol Rank within 32 Monthly Income Plan Schemes
Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2009 -2.2 12.2 - - -
2008 -11.3 -4.6 -1.8 5.9 -12.3
2007 -1.5 5.1 5.5 6.1 15.5
2006 4.9 -2.2 4.8 3.1 11.6
2005 -0.2 1.6 5.5 2.4 10.7
2004 - -0.8 3.4 5.7 9.2
View where it stands within its peers
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NAV Chart of Birla Sun Life MIP II -Wealth 25 Plan (G)
52-week High 16.57 (Nov 25, 09) 52-week Low 12.27 (Nov 25, 08)
Historic NAVs
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Moneycontrol's Best Picks
Monthly Income Plan 1 yr(%)
HDFC MIP - LTP (G) 41.7
HSBC MIP -Savings Plan (G) 27.6
Reliance MIP (G) 36.1
Birla SL MIP II-Savings 5 (G) 13.7
UTI MIS - Advantage Plan (G) 28.9
Methodology Detailed View
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 Portfolio Analysis - Birla Sun Life MIP II -Wealth 25 Plan (G) (as on Oct 30, 09)
Debt Rating Value Asset
(Rs cr) %
07.40% CGL 2012 Sovereign 12.68 12.06
07.32% GOI 20Oct14 Sovereign 8.36 7.95
IDBI Bank Ltd. AA+ 5.32 5.06
Housing Development Finance Corporation Ltd. AAA 4.32 4.11
LIC Housing Finance Ltd. AAA 4.04 3.84
6.90% CGL 2019 Sovereign 4.03 3.84
6.49% CGL 2015 Sovereign 3.96 3.77
National Bank For Agricultural and Rural Development AAA 3.48 3.31
07.61% OIL COMP GOI BONDS 2015 Sovereign 1.50 1.43
Reliance Industries Ltd. 0.83 0.79
Full Portfolio
View all Bulk Deals by Mutual Funds
Asset Allocation (%)
Equity 18.14
Others 0.00
Debt 45.37
Mutual Funds N.A
Money Market 18.51
Cash / Call 17.98
View All
Concentration
Holdings %
Top 5 33.03
Top 10 46.17
Sector %
Top 3 7.69
Sector % 1-Year
High Low
Banking/Finance 3.03 2.93 1.98
Engineering 2.39 0.00 0.00
Cement 2.27 0.97 0.83
Technology 2.12 1.37 1.08
Metals & Mining 1.45 0.00 0.00
Food & Beverage 1.04 0.25 0.21
All Sector Weightages
News
Birla Sun Life sells telecom, oil & gas; buys pharma
more... 
Interviews

No Interviews in last 7 days
 Scheme Profile - Birla Sun Life MIP II -Wealth 25 Plan (G)
Fund Type Open-Ended
Investment Plan Growth
Launch Date Apr 30, 2004
Minimum Investment Rs 5,000
Fund Manager Satyabrata Mohanty / Nishit Dholakia
View performance of schemes managed by the Fund Manager
Entry Load 0.00%
Exit Load 1.00%
Load Comments Exit Load of 1% if redeemed within 365 Days from the date of allotment.
Features N.A.
Fund Family : Birla Sun Life Mutual Fund
View performance of schemes managed by the AMC
Monitor Birla Sun Life Mutual Fund's Assets Under Management
Regd. Office
Address
Ahura Centre, Mahakali Caves Road, MIDC, Andheri (E), Mumbai,
Tel. No. : 91 22 66928000, 91 22 66928001
Fax No. : 91 22 66928110
Email : connect@birlasunlife.com
Website : http://www.birlasunlife.com

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