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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Diversified Equity category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category

Benchmark Index:

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Returns (NAV as on May-24-2013)

Period	Returns (%)	Rank #
1 mth	0.2	54
3 mth	-0.4	44
6 mth	-	51
1 year	16.4	50
2 year	1.5	68
3 year	2.7	68
5 year	2.6	52

# Moneycontrol Rank within 89 Diversified Equity Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-10.4	-	-	-	-
2012	13.6	-2.8	8.9	6.1	30.1
2011	-9.6	-2.0	-11.2	-7.8	-28.4
2010	-1.4	2.1	13.3	-2.0	13.4
2009	-7.9	56.4	18.1	4.0	82.1
2008	-34.0	-15.0	-0.9	-23.2	-58.8

View where it stands within its peers

* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	0.2	-0.4	--	16.4	1.5	2.7	2.6
Category avg	0.4	-0.5	0.9	15.4	3.6	5.1	4.2
Difference of Fund returns and Category returns	-0.2	0.1	--	1.0	-2.1	-2.4	-1.6
Best of category	6.8	6.6	8.3	31.7	16.9	17.5	15.7
Worst of category	-8.9	-9.9	-14.5	-7.3	-11.6	-5.9	-13.1
Benchmark returns #	1.4	1.6	5.0	20.7	4.1	4.8	3.4
Difference of Fund returns and Benchmark returns	-1.2	-2.0	--	-4.3	-2.6	-2.1	-0.8

Birla Sun Life Advantage Fund (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)

# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

An open-ended growth scheme with the objective to achieve long-term growth of capital at relatively moderate levels of risk through a diversified research based investment approach.

Scheme details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Feb 24, 1995
Benchmark	S&P BSE 200
Asset Size (Rs cr)	298.31 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	N.A. View Dividend History
Bonus	N.A.
Fund Manager	Satyabrata Mohanty View performance of schemes managed by the Fund Manager
Notes	N.A

Load Details

Entry Load	N.A
Exit Load	0.50%
Load Comments	Exit Load of 0.50% if redeemed/switch-out of units within 7 days from the date of allotment.

Contact Details

Regd. Office	Ahura Centre, Mahakali Caves Road, MIDC, Andheri (E), Mumbai, 400093
Tel. No.	91 22 66928000, 91 22 66928001
Fax No.	91 22 66928110
Email	connect@birlasunlife.com
Website	http://www.birlasunlife.com

Peer Comparison

Diversified Equity	Crisil Rank	Assets (Rs.cr)
Diversified Equity	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
HDFC Equity Fund (G)	Rank 3	11,165.20	0.7	3.8	17.2	7.2	10.9
Reliance Growth Fund - RP (G)	Rank 4	5,175.99	-2.3	-4.3	12.9	2.7	5.2
Reliance Equity Oppor - RP (G)	Rank 1	4,956.08	-1.9	-0.6	17.2	11.7	13.4
ICICI Pru Dynamic Plan (G)	Rank 2	3,850.96	-2.3	0.6	12.1	6.9	7.9
SBI Contra Fund (G)	Rank 3	2,539.41	-1.1	4.4	18.9	4.2	4.5
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Equity	Sector	Value (Rs cr)	Asset %
ITC	Tobacco	15.46	5.34
ICICI Bank	Banking/Finance	12.91	4.46
SBI	Banking/Finance	10.55	3.64
HDFC Bank	Banking/Finance	10.26	3.54
Reliance	Oil & Gas	10.25	3.54
Larsen	Engineering	9.53	3.29
Infosys	Technology	8.81	3.04
HDFC	Banking/Finance	7.49	2.59
HCL Tech	Technology	7.06	2.44
Sun Pharma	Pharmaceuticals	6.33	2.19