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SET SMS ALERT Fund Family Birla Sun Life Mutual Fund
Fund Class Gilt Short Term
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.5 | 16 |
| 3 mth | 2.2 | 11 |
| 6 mth | 4.1 | 13 |
| 1 year | 7.8 | 12 |
| 2 year | 7.6 | 14 |
| 3 year | 6.7 | 13 |
| 5 year | 6.0 | 10 |
# Moneycontrol Rank within 22 Gilt Short Term Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | 1.7 | - | - | - | - |
| 2012 | 1.8 | 1.7 | 1.7 | 1.8 | 7.5 |
| 2011 | 1.3 | 1.4 | 1.6 | 1.8 | 6.4 |
| 2010 | 0.8 | 1.7 | 1.0 | 1.4 | 5.2 |
| 2009 | 0.7 | 0.6 | 0.4 | 0.7 | 2.5 |
| 2008 | -0.5 | 1.3 | 2.8 | 1.3 | 5.1 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Gilt Short Term)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 0.5 | 2.2 | 4.1 | 7.8 | 7.6 | 6.7 | 6.0 |
| Category avg | 1.1 | 2.5 | 4.7 | 7.3 | 6.5 | 4.8 | 4.2 |
| Difference of Fund returns and Category returns | -0.6 | -0.3 | -0.6 | 0.5 | 1.1 | 1.9 | 1.8 |
| Best of category | 3.0 | 5.1 | 10.3 | 15.7 | 12.6 | 10.6 | 9.4 |
| Worst of category | 0.4 | 1.4 | 3.0 | 6.5 | 6.9 | 5.9 | 4.3 |
Investment Objective
An open-ended Gilt scheme with the objective to provide investors current income consistent with a portfolio invested 100% in securities issued by the Government of India or the State Governments, and the secondary objective is capital appreciation.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Oct 28, 1999 |
| Benchmark | I-Sec Si- BEX |
| Asset Size (Rs cr) | 0.93 (Mar-30-2013) |
| Minimum Investment | Rs.25000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Prasad Dhonde View performance of schemes managed by the Fund Manager |
| Notes | All�Indian schemes of Alliance Capital Mutual Fund have been acquired by Birla Sun Life AMC with effect from the close of business hours on September 23, 2005. |
| 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 |
| Gilt Short Term | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| ICICI Pru Gilt (TP) (G) | Not Ranked |
452.27 | 4.9 | 8.1 | 12.2 | 7.6 | 9.4 |
| SBI Magnum Gilt - STP (G) | Not Ranked |
62.02 | 2.9 | 5.7 | 10.3 | 8.3 | 7.7 |
| IDFC GSec - STP -RP A (G) | Not Ranked |
79.21 | 2.7 | 6.5 | 10.4 | 5.9 | 4.3 |
| Tata Gilt Sec - SMF (G) | Not Ranked |
59.83 | 3.7 | 6.9 | 11.1 | 7.9 | 7.5 |
| ICICI Pru Gilt (TP) PF (G) | Not Ranked |
28.27 | 4.5 | 7.4 | 11.4 | 7.4 | 9.2 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 100.00 |
| Holdings | (%) |
|---|---|
| Top 5 | 0.00 |
| Top 10 | 0.00 |
| 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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