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SET SMS ALERT Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.7 | 53 |
| 3 mth | 2.1 | 49 |
| 6 mth | 4.2 | 51 |
| 1 year | 8.8 | 54 |
| 2 year | 9.2 | 44 |
| 3 year | 8.5 | 40 |
| 5 year | 7.7 | 12 |
# Moneycontrol Rank within 119 Liquid Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | 1.9 | - | - | - | - |
| 2012 | 2.4 | 2.4 | 2.2 | 2.0 | 9.5 |
| 2011 | 1.9 | 2.1 | 2.2 | 2.2 | 8.9 |
| 2010 | 1.0 | 1.3 | 1.4 | 1.7 | 5.6 |
| 2009 | 1.6 | 1.3 | 1.2 | 1.1 | 5.4 |
| 2008 | 2.0 | 2.1 | 2.4 | 2.2 | 9.0 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Liquid)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 0.7 | 2.1 | 4.2 | 8.8 | 9.2 | 8.5 | 7.7 |
| Category avg | 0.6 | 1.6 | 3.5 | 7.6 | 7.7 | 6.9 | 5.1 |
| Difference of Fund returns and Category returns | 0.1 | 0.5 | 0.7 | 1.2 | 1.5 | 1.6 | 2.6 |
| Best of category | 1.8 | 3.1 | 5.1 | 9.9 | 10.2 | 9.6 | 8.8 |
| Worst of category | 0.5 | -36.2 | -34.8 | -31.8 | -13.5 | -7.2 | -2.0 |
Investment Objective
The primary objective of the schemes is to generate regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments. The schemes may invest a portion of its net assets in fixed rate debt securities and money market instruments.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jun 04, 2003 |
| Benchmark | CRISIL Liquid Fund |
| Asset Size (Rs cr) | 54.22 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Kaustubh Gupta / Sunaina da Cunha View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| 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 |
| connect@birlasunlife.com | |
| Website | http://www.birlasunlife.com |
| Liquid | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Birla SL Cash Plus (DAP) | Not Ranked |
0.00 | 2.0 | 3.8 | 8.0 | 7.6 | -- |
| SBI Premier Liquid Fund - RP (G) | Rank 2 |
6,897.73 | 2.1 | 4.3 | 9.1 | 8.6 | 7.5 |
| SBI Premier Liquid - IP (G) | Not Ranked |
114.51 | 2.1 | 4.2 | 9.0 | 8.6 | 7.5 |
| ICICI Pru Liquid Plan -Regular (G) | Rank 1 |
11,478.09 | 2.1 | 4.3 | 9.1 | 8.6 | 7.8 |
| Birla SL Cash Plus - IPP (G) | Rank 3 |
9,828.99 | 2.2 | 4.3 | 9.1 | 8.7 | 7.8 |
| * Returns over 1 year are Annualised | More » | ||||||
| Money Market | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Money Market Instruments | 1,182.67 | 50.02 | |
| Indusind Bank Ltd | CRISIL A1+ | 256.99 | 10.87 |
| Kotak Mahindra Bank Ltd | CRISIL A1+ | 202.72 | 8.57 |
| Indiabulls Housing Finance Ltd | CRISIL A1+ | 99.13 | 4.19 |
| Reliance Capital Ltd | CRISIL A1+ | 98.69 | 4.17 |
| Shapoorji Pallonji Inf.Cap.Co | ICRA A1+(SO) | 89.16 | 3.77 |
| Tata Capital Housing Finance Ltd | CRISIL A1+ | 74.47 | 3.15 |
| Allahabad Bank | ICRA A1+ | 49.56 | 2.10 |
| Mahindra & Mahindra Financial Services Ltd | CRISIL A1+ | 49.69 | 2.10 |
| State Bank of Bikaner and Jaipur | CARE A1+ | 49.48 | 2.09 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 17.13 |
| Mutual Funds | N.A |
| Money Market | 50.01 |
| Cash / Call | 0.00 |
| Holdings | (%) |
|---|---|
| Top 5 | 77.82 |
| Top 10 | 91.03 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
Birla SL MF to step up equity exposure to expand reach
May 05, 2013 at 12:43 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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