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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Debt Long Term category by Crisil. 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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View Historic Graph From To

Returns (NAV as on May-22-2013)

Period	Returns (%)	Rank #
1 mth	3.8	2
3 mth	6.7	2
6 mth	11.6	2
1 year	16.3	7
2 year	13.1	11
3 year	9.8	14
5 year	10.2	6

# Moneycontrol Rank within 83 Debt Long Term Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	2.5	-	-	-	-
2012	2.2	2.2	2.9	2.3	10.3
2011	2.3	1.3	2.1	2.6	8.3
2010	0.6	1.2	0.6	0.9	3.2
2009	-6.2	3.1	-0.3	1.3	-1.2
2008	1.0	-0.3	1.9	19.9	23.1

View where it stands within its peers

* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (Debt Long Term)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	3.8	6.7	11.6	16.3	13.1	9.8	10.2
Category avg	2.5	4.5	8.0	12.4	9.3	6.8	4.4
Difference of Fund returns and Category returns	1.3	2.2	3.6	3.9	3.8	3.0	5.8
Best of category	3.9	6.9	11.7	17.0	14.2	12.0	12.2
Worst of category	0.6	2.0	3.9	8.4	7.9	0.8	-8.8

Birla Sun Life Income Plus - Retail (G) (Plan B) Review by Crisil - Rating: 4 (Rank 2 out of 5)

Investment Info

Investment Objective

An Open ended Income Scheme to generate consistent income through superior yields on its investments at moderate levels of risk through a diversified investment approach. This income may be complemented by price changes of instruments in the portfolio.

Scheme details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Oct 21, 1995
Benchmark	CRISIL Composite Bond Fund
Asset Size (Rs cr)	2,818.16 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	N.A.
Bonus	N.A.
Fund Manager	Prasad Dhonde 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: 1% if redeemed / switched-out 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

Debt Long Term	Crisil Rank	Assets (Rs.cr)
Debt Long Term	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
SBI Dynamic Bond Fund (G)	Rank 1	5,238.04	5.7	10.7	16.1	12.0	7.3
SBI Magnum Income Fund (G)	Rank 1	2,962.60	5.6	10.6	17.0	10.6	8.1
Kotak Bond - Plan A (G)	Rank 3	4,571.33	5.4	9.4	15.4	9.3	10.6
Reliance Dynamic Bond (G)	Rank 2	4,008.07	5.5	10.0	16.1	11.0	7.2
HDFC Income Fund (G)	Rank 3	3,846.12	5.3	9.4	15.0	8.9	9.4
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Debt	Rating	Value (Rs cr)	Asset %
Rural Electrification Corporation Ltd	CRISIL AAA	611.21	13.38
Power Finance Corporation Ltd	CRISIL AAA	378.33	8.28
Food Corporation Of India	CRISIL AAA(SO)	318.56	6.97
Hindalco Industries Ltd **	CRISIL AA+	308.39	6.75
Damodar Valley Cor Ltd **	CARE AAA(SO)	222.08	4.86
Power Finance Corporation Ltd **	CRISIL AAA	189.73	4.15
8.72% Andhra Pradesh SDL(MD 06/02/2023)	SOV	171.02	3.74
8.59% Andhra pradesh SDL (MD 23/01/2023)	SOV	164.51	3.60
8.6% Kerala SDL (MD 23/01/2023)	SOV	133.61	2.92
8.64% Jharkhand SDL (MD 06/03/2023)	SOV	115.91	2.54