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Birla Sun Life Asset Management Company Ltd.
Key Information
Mutual Fund Birla Sun Life Mutual Fund
Setup Date Dec-23-1994
Incorporation Date Sep-05-1994
Sponsor Aditya Birla Nuvo Limited, Sun Life (India) AMC Investments Inc.
Trustee Birla Sun Life Trustee Company Private Limited
Chairman Mr. Donald Stewart
CEO / MD Mr. Anil Kumar
CIO Mr. A. Balasubramanian
Compliance Officer Mr. Rajiv Joshi
Investor Service Officer Mrs. Molly Kapoor
Assets Managed Rs. 65052.92 crore (Oct-31-2009)
Other Details
Auditors M/s. Haribhakti & Co. - For Asset Management Company / S. R. Batliboi & Company - For Mutual Fund
Custodians J P Morgan Chase Bank
Registrars Computer Age Management Services Pvt. Ltd
Address Ahura Center, Tower A, 2nd Floor, Mahakali Caves Road, MIDC, Andheri (East), Mumbai 400093
Telephone Nos. 6692 8000
Fax Nos. 6692 8110
E-mail connect@birlasunlife.com
Source - AMFI
Fund Family Pages
Asset Monitor
News & Views
Schemes Managed view all >>
Scheme Name Rating Download Category 1 yr Returns
(%)
Assets
(Rs. cr.)
Birla SL (I) Opportunities (G) Not Rated Download-A-Form Equity Diversified 76.8 52.59
Birla SL AAF -Conservative (G) Not Rated Download-A-Form Hybrid 22.8 4.93
Birla SL AAF-Aggressive (G) Not Rated Download-A-Form Hybrid 66.4 9.39
Birla SL AAF-Moderate Plan (G) Not Rated Download-A-Form Hybrid 47.0 5.11
Birla SL Advantage Fund (G) Download-A-Form Equity Diversified 77.9 410.23
Birla SL Basic Industries (G) Not Rated Download-A-Form Equity - Others 76.4 131.49
Birla SL Cash Plus (DAP) Not Rated Download-A-Form Money Market -- 0.00
Birla SL Cash Plus - IP (G) Not Rated Download-A-Form Money Market - Institutional 5.8 210.85
Birla SL Cash Plus - IPP (G) Not Rated Download-A-Form Money Market - Institutional 6.1 7,319.08
Birla SL Cash Plus - RP (G) Download-A-Form Money Market 5.3 352.00
Birla SL Comm Eqty-GAP -IP (G) Not Rated Download-A-Form Equity Institutional -- 0.00
Birla SL Comm Eqty-GAP -RP (G) Not Rated Download-A-Form Equity Diversified 39.6 5.12
Birla SL Comm Eqty-GMCP-IP (G) Not Rated Download-A-Form Equity Institutional -- 0.00
Birla SL Comm Eqty-GMCP-RP (G) Not Rated Download-A-Form Equity Diversified 26.3 7.98
Birla SL Comm Eqty-GPMP-IP (G) Not Rated Download-A-Form Equity Institutional -- 0.00
Birla SL Comm Eqty-GPMP-RP (G) Not Rated Download-A-Form Equity Diversified 27.4 2.53
Birla SL CPOF - 3Yrs Plan (G) Not Rated Download-A-Form Hybrid 7.3 23.29
Birla SL CPOF - 5Yrs Plan (G) Not Rated Download-A-Form Hybrid 18.4 12.76
Birla SL Dividend Yield (G) Download-A-Form Equity Diversified 87.4 318.21
Birla SL Dynamic Bond -RP (G) Download-A-Form Debt - Long Term 12.3 4,773.07
Birla SL Enhanced Arbitrage-IP (G) Not Rated Download-A-Form Hybrid -- 0.00
Birla SL Enhanced Arbitrage-RP (G) Not Rated Download-A-Form Hybrid -- 84.15
Birla SL Freedom Fund (G) Download-A-Form Balanced 29.9 225.34
Birla SL FRF - LTP - IP (G) Not Rated Download-A-Form Debt - Institutional -- 604.66
Birla SL FRF - LTP - RP (G) Download-A-Form Debt - Floating Rate 8.3 132.59
Birla SL FRF - STP - IP (G) Not Rated Download-A-Form Debt - Institutional 5.9 1.15
Birla SL FRF - STP - RP (G) Not Rated Download-A-Form Debt - Floating Rate 5.8 63.12
Birla SL Frontline Equity -A (G) Download-A-Form Equity Diversified 82.0 1,304.15
Birla SL Frontline Equity -B (G) Not Rated Download-A-Form Equity Diversified -- 2.96
Birla SL G-Sec - STF IP (G) Not Rated Download-A-Form Debt - Institutional -- 0.00
Birla SL G-Sec - STF RP (G) Not Rated Download-A-Form Debt - Short Term 2.6 2.08
Birla SL Gilt Plus-Liquid (G) Not Rated Download-A-Form Debt - Short Term 3.7 11.68
Birla SL Gilt Plus-PF Plan (G) Download-A-Form Debt - Long Term 8.0 60.21
Birla SL Gilt Plus-Regular (G) Download-A-Form Debt - Long Term 8.6 158.51
Birla SL Income Fund (DAP) Not Rated Download-A-Form Debt - Long Term -- 2.05
Birla SL Income Fund (G) Download-A-Form Debt - Long Term 11.3 365.66
Birla SL Income Plus (DAP) Not Rated Download-A-Form Debt - Long Term -- 1.66
Birla SL Income Plus -B RP (G) Download-A-Form Debt - Long Term 18.2 1,116.21
Birla SL India GenNext (G) Download-A-Form Equity Diversified 48.0 95.90
Birla SL Infrastructure -A (G) Download-A-Form Equity Diversified 82.8 553.89
Birla SL Infrastructure -B (G) Not Rated Download-A-Form Equity Diversified -- 16.08
Birla SL Intl. Equity - A (G) Download-A-Form Equity Diversified 24.2 151.70
Birla SL Intl. Equity - B (G) Download-A-Form Equity Diversified 51.4 584.28
Birla SL Long Term Adv.-Sr1(G) Download-A-Form Equity Diversified 85.6 277.83
Birla SL Long Term Advan. (G) Download-A-Form Equity Diversified 64.5 325.10
Birla SL Medium Term - IP (G) Not Rated Download-A-Form Debt - Institutional -- 111.37
Birla SL Medium Term - RP (G) Not Rated Download-A-Form Debt - Short Term -- 5.08
Birla SL MIP II-Savings 5 (G) Download-A-Form Monthly Income Plan 13.8 759.83
Birla SL MIP II-Wealth 25 (G) Download-A-Form Monthly Income Plan 32.2 105.09
Birla SL Monthly Income-A (G) Download-A-Form Monthly Income Plan 26.8 193.75
Birla SL New Millennium (G) Not Rated Download-A-Form Equity - Technology 58.2 63.95
Birla SL Pure Value Fund (G) Download-A-Form Equity Diversified 79.6 112.80
Birla SL Saving Fund (DAP) Not Rated Download-A-Form Debt - Short Term -- 0.46
Birla SL Saving Fund - IP (G) Not Rated Download-A-Form Debt - Institutional 6.5 10,000.00
Birla SL Saving Fund - RP (G) Download-A-Form Debt - Short Term 6.1 987.82
Birla SL Short Term - IP (G) Not Rated Download-A-Form Debt - Institutional 6.1 2,364.32
Birla SL Short Term - RP (G) Download-A-Form Debt - Short Term 5.8 1,030.87
Birla SL Short Term Fund (DAP) Not Rated Download-A-Form Debt - Short Term -- 2.58
Birla SL Short Term Opp-IP (G) Not Rated Download-A-Form Debt - Institutional -0.1 372.32
Birla SL Short Term Opp-RP (G) Not Rated Download-A-Form Debt - Long Term 8.0 13.46
Birla SL Special Situations(G) Download-A-Form Equity Diversified 65.7 612.39
Birla SL Tax Relief 96 (D) Download-A-Form Equity Tax Saving 86.0 1,095.54
Birla SL Tax Relief 96 (G) Download-A-Form Equity Tax Saving 86.1 1,095.54
Birla Sun Life 95 Fund (G) Download-A-Form Balanced 75.0 213.89
Birla Sun Life Buy India (G) Not Rated Download-A-Form Equity - Others 78.4 50.19
Birla Sun Life CM (G) Not Rated Download-A-Form Money Market 5.8 53.95
Birla Sun Life CM - IP (G) Not Rated Download-A-Form Money Market - Institutional 6.2 614.03
Birla Sun Life Equity Fund (G) Download-A-Form Equity Diversified 73.0 1,182.70
Birla Sun Life GSec - LTF (G) Not Rated Download-A-Form Debt - Long Term 22.0 10.17
Birla Sun Life Index Fund (G) Not Rated Download-A-Form Equity Index 65.8 29.81
Birla Sun Life Midcap Fund -B (G) Not Rated Download-A-Form Equity Diversified -- 5.38
Birla Sun Life MIP-A (G) Download-A-Form Monthly Income Plan 24.2 159.36
Birla Sun Life MNC Fund (G) Not Rated Download-A-Form Equity - MNC 86.4 178.13
Birla Sun Life Tax Plan (D) Download-A-Form Equity Tax Saving 58.6 157.30
Birla Sun Life Tax Plan (G) Download-A-Form Equity Tax Saving 57.7 157.30
Birla Sun Life Top 100 (G) Download-A-Form Equity Diversified 61.8 378.83
Birla SunLife Midcap Fund-A (G) Download-A-Form Equity Diversified 103.1 865.95
Birla Tax Plan 98 Not Rated Download-A-Form Equity Tax Saving -- 5.66

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