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Birla Sun Life Financial Planning FOF - Cautious Plan - Direct Plan (G)

13.241 0.01 (0.06%)

NAV as on 09 Oct, 2014

CRISIL MF RANK

Not Ranked

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MODERATE

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  • Principal at moderate risk.
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Sep 2017) since it does not fulfill certain eligibility criteria of CRISIL

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Close Birla Sun Life Mutual Fund has acquire ING Mutual Fund, pursuant to this all the schemes of ING Mutual Fund has been renamed to Birla Sun Life Mutual Fund w.e.f. Otcober 11, 2014, ING Financial Planning FOF - Cautious Plan has been merged with Birla Sun Life Active Debt Multi Manager FoF Scheme.

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Returns (NAV as on 09 Oct, 2014)

Period Returns (%) Rank #
1 mth 0.8 7
3 mth 2.1 9
6 mth 4.4 7
1 year 8.2 7
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 8 Fund of Funds - Debt oriented Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.4 2.1 1.9 0.2 7.0
2013 1.3 2.3 0.1 1.9 6.3

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Fund of Funds - Debt oriented)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.8 2.1 4.4 8.2 -- -- --
Category avg -0.1 0.5 3.1 5.5 8.2 8.7 6.6
Difference of Fund returns and Category returns 0.9 1.6 1.3 2.7 -- -- --
Best of category 0.3 1.2 4.1 6.9 9.3 10.5 9.4
Worst of category -0.3 -0.2 2.1 2.8 7.8 7.9 8.4

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CRISIL Liquid Fund
Asset Size (Rs cr) 0.00 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Shravan Kumar Sreenivasula
View performance of schemes managed by the Fund Manager
Notes Birla Sun Life Mutual Fund has acquire ING Mutual Fund, pursuant to this all the schemes of ING Mutual Fund has been renamed to Birla Sun Life Mutual Fund w.e.f. Otcober 11, 2014, ING Financial Planning FOF - Cautious Plan has been merged with Birla Sun Life Active Debt Multi Manager FoF Scheme.

Load Details

Entry Load N.A
Exit Load 0.50%
Load Comments Exit Load - 0.50% if redeemed on or before 6 months from the date of allotment

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.mutualfund.birlasunlife.com

Peer Comparison

Fund of Funds - Debt oriented Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HSBC Managed Sol.- Conserv.- RP (G) Not Ranked
336.76 0.4 3.0 6.2 7.9 --
ICICI Pru Dynamic Accrual Plan - Dir (G) Not Ranked
14.09 1.2 4.1 6.9 10.5 --
IDFC All Seasons Bond-RP (G) Not Ranked
92.53 0.8 3.2 6.1 8.1 8.5
IDFC All Seasons Bond - Direct (G) Not Ranked
82.55 0.9 3.4 6.6 8.6 --
ICICI Pru Dynamic Accrual Plan (G) Not Ranked
127.32 1.1 3.9 6.5 10.1 9.4
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Sep 30, 14)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Sep 30, 14)

Equity 0.00
Others 0.00
Debt 0.00
Mutual Funds 99.52
Money Market 0.00
Cash / Call 0.48

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Concentration

Holdings (%)
Top 5 99.52
Top 10 99.52
Sector (%)
Top 3 N.A.

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