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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in MIP Aggressive 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

View Historic Graph From To

Returns (NAV as on Jun-18-2013)

Period	Returns (%)	Rank #
1 mth	-1.0	21
3 mth	3.2	9
6 mth	2.1	38
1 year	12.8	15
2 year	8.8	16
3 year	7.5	10
5 year	8.9	11

# Moneycontrol Rank within 49 MIP Aggressive Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-2.4	-	-	-	-
2012	5.8	0.3	4.3	4.0	16.7
2011	-0.9	1.2	-0.6	-1.2	-0.8
2010	1.0	0.8	4.0	0.7	7.6
2009	-2.2	12.2	4.1	2.9	20.3
2008	-11.3	-4.6	-1.8	5.9	-12.3

View where it stands within its peers

* Returns over 1 year are Annualised

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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	-1.0	3.2	2.1	12.8	8.8	7.5	8.9
Category avg	-0.8	2.5	2.8	10.7	6.5	4.3	4.1
Difference of Fund returns and Category returns	-0.2	0.7	-0.7	2.1	2.3	3.2	4.8
Best of category	0.7	6.3	8.1	17.0	10.7	8.7	12.9
Worst of category	-2.9	0.3	0.3	5.9	5.0	4.2	4.5

Birla Sun Life MIP II -Wealth 25 Plan (G) Review by Crisil - Rating: 3 (Rank 3 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)	194.69 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	N.A.
Bonus	N.A.
Fund Manager	Satyabrata Mohanty ~ Kaustubh Gupta 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.

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

MIP Aggressive	Crisil Rank	Assets (Rs.cr)
MIP Aggressive	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
HDFC MIP - LTP (G)	Rank 2	5,133.91	2.9	3.1	11.3	7.7	11.0
Reliance MIP (G)	Rank 2	3,386.21	3.9	4.2	12.2	8.2	12.9
DSP BlackRock MIP Fund (G)	Rank 3	520.73	3.2	3.2	11.4	8.2	9.3
UTI MIS - Advantage Plan (G)	Rank 3	554.69	2.9	3.4	11.8	7.1	9.0
HSBC MIP - Savings Plan (G)	Rank 3	288.94	3.0	3.6	14.0	7.5	9.1
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (May 31, 13)

Debt	Rating	Value (Rs cr)	Asset %
IDBI Bank Ltd	CRISIL AA+	27.03	13.41
Power Finance Corporation Ltd	CRISIL AAA	20.76	10.30
ICICI Bank Ltd	CARE AAA	15.46	7.67
8.20% GOI (MD 24/09/2025)	SOV	13.29	6.59
LIC Housing Finance Ltd	CRISIL AAA	12.09	6.00
Yes Bank Ltd	ICRA AA	11.38	5.65
Power Grid Corporation of India Ltd	CRISIL AAA	10.43	5.17
Tata Capital Ltd	CARE AA+	6.52	3.23
Export Import Bank of India	CRISIL AAA	5.21	2.59
Repco Home Finance Ltd		3.53	1.75