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Birla Sun Life MIP II -Wealth 25 Plan (G)

PLAN: Regular OPTIONS: Growth
31.418 0.06 (0.19%)

NAV as on 24 Jun, 2016

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Birla Sun Life Mutual Fund FUND CLASS : MIP Aggressive
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in MIP Aggressive category by Crisil (for quarter ended Mar 2016) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on 24 Jun, 2016)

Period Returns (%) Rank #
1 mth 2.4 3
3 mth 5.7 3
6 mth 5.4 8
1 year 7.5 24
2 year 12.7 10
3 year 14.7 5
5 year 11.7 1

# Moneycontrol Rank within 99 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -0.2 - - - -
2015 3.1 -1.0 1.7 0.2 5.3
2014 3.6 8.2 3.5 8.5 27.6
2013 -2.4 2.3 -0.7 5.8 6.1
2012 5.8 0.3 4.3 4.0 16.7
2011 -0.9 1.2 -0.6 -1.2 -0.8

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (MIP Aggressive)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 2.4 5.7 5.4 7.5 12.7 14.7 11.7
Category avg 0.9 2.4 2.9 6.8 9.4 9.7 4.9
Difference of Fund returns and Category returns 1.5 3.3 2.5 0.7 3.3 5.0 6.8
Best of category 3.2 6.1 10.4 23.4 19.4 16.3 11.7
Worst of category -0.4 -3.2 -6.4 -5.8 5.1 5.6 5.8
Birla Sun Life MIP II -Wealth 25 Plan (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)

Investment Info

Investment Objective

An open-ended income scheme with the objective to generate regular income so as to make monthly payment or distribution to unit holders with the secondary objective being growth of capital. Monthly Income is not assured and is subject to availability of distributable surplus.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Apr 30, 2004
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 1,028.41 (Mar-31-2016)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Satyabrata Mohanty/ Pranay Sinha / Vineet Maloo
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load of 1% if redeemed within 365 Days from the date of allotment. AFTER 365 DAYS : NIL

Contact Details

Regd. Office Ahura Centre, Mahakali Caves Road, MIDC, Andheri(E), Mumbai, 400093
Tel. No. 022 4356 8000
Fax No. 022 43568110/ 8111
Email connect@birlasunlife.com
Website http://www.birlasunlife.com

Peer Comparison

MIP Aggressive Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MIP - LTP (G) Rank 3
3,445.54 4.4 3.6 6.1 11.5 9.5
HDFC MIP - LTP - Direct (G) Not Ranked
156.56 4.5 3.8 6.6 12.0 --
Reliance MIP - Direct (G) Not Ranked
203.01 2.8 2.8 6.5 11.8 --
Reliance MIP (G) Rank 2
9,225.24 2.6 2.4 5.6 10.8 9.9
ICICI Pru MIP 25 - Direct (G) Not Ranked
21.12 4.7 4.3 8.5 13.3 --
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (May 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 9.55 9.55 6.47
Automotive 4.79 5.91 4.05
Chemicals 2.38 2.79 1.84
Pharmaceuticals 2.37 4.59 1.87
Cement 1.84 1.84 1.58
Engineering 1.73 3.55 1.63

View All Sectors

Asset Allocation (%)(May 31, 16)

Equity 30.03
Others 0.39
Debt 63.99
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.56

View All

Concentration

Holdings (%)
Top 5 47.09
Top 10 58.99
Sector (%)
Top 3 16.72

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