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Birla Sun Life Short Term Opportunities Fund - Retail Plan (G) SET SMS ALERT

21.538
0.03 (0.12%)
NAV as on Sep-22-2014
NAV as on Sep-22-2014
ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Credit Opportunities Funds category by Crisil (for quarter ended Mar 2014) down from Rank 1 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close Earlier call Birla Sun Life Bond Index Fund name change with effect from June 27, 2008.
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Returns (NAV as on Sep-22-2014)

Period Returns (%) Rank #
1 mth 0.9 18
3 mth 2.1 29
6 mth 5.1 30
1 year 10.6 31
2 year 10.2 4
3 year 10.4 4
5 year 9.2 3

# Moneycontrol Rank within 35 Credit Opportunities Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.5 2.9 - - -
2013 2.5 3.3 0.7 2.8 10.1
2012 2.1 2.8 3.1 2.2 11.1
2011 2.3 2.3 2.1 2.1 9.4
2010 1.3 1.3 1.5 1.7 6.0
2009 2.5 1.9 1.7 1.5 8.0

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Credit Opportunities Funds)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.9 2.1 5.1 10.6 10.2 10.4 9.2
Category avg 0.9 2.2 5.3 11.1 5.0 4.6 3.4
Difference of Fund returns and Category returns 0.0 -0.1 -0.2 -0.5 5.2 5.8 5.8
Best of category 1.2 2.6 6.6 12.7 10.4 10.7 9.3
Worst of category 0.6 1.9 4.8 10.4 7.8 8.4 7.6
Birla Sun Life Short Term Opportunities Fund - Retail Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)

Investment Info

Investment Objective

Birla Bond Index Fund is an open-ended income scheme. The scheme proposes to track the CRISIL Composite Bond Index. It will invest in a sample which an adequate representation of the key characteristics of the index such as market sector weightages, coupon rates, credit quality, and maturity.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date May 09, 2003
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 3,235.51 (Jun-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Kaustubh Gupta / Sunaina da Cunha
View performance of schemes managed by the Fund Manager
Notes Earlier call Birla Sun Life Bond Index Fund name change with effect from June 27, 2008.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit load 1.00% of applicable NAV for redemption/switch-out of units within 365 days 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

Credit Opportunities Funds Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Franklin (I) ST Income -Direct (G) Not Ranked
931.71 2.6 5.8 12.3 -- --
Franklin (I) ST Income -Retail (G) Rank 1
7,985.80 2.3 5.3 11.3 9.7 8.8
Franklin Corporate Bond Opp. (G) Rank 2
6,167.38 2.1 5.7 11.7 -- --
Franklin Corporate Bond-Direct (G) Not Ranked
56.69 2.3 6.1 12.6 -- --
Reliance RSF - Debt - RP (G) Rank 2
4,351.36 2.2 5.2 10.4 9.2 8.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 28, 14)

Debt Rating Value
(Rs cr)
Asset %
Rural Electrification Corporation Ltd CRISIL AAA 471.88 13.16
TRIL Infopark Ltd (TATA Realty SPV) BWR A(SO) 232.09 6.47
Power Finance Corporation Ltd CRISIL AAA 207.73 5.79
Power Finance Corporation Ltd CRISIL AAA 196.59 5.48
Shriram Transport Finance Company Ltd CRISIL AA 131.86 3.68
S.D. Corporation Pvt. Ltd ICRA AA+(SO) 126.61 3.53
Cholamandalam Investment and Finance Company Ltd ICRA AA 125.31 3.49
LIC Housing Finance Ltd CRISIL AAA 110.36 3.08
Tata Motors Finance Ltd CRISIL AA 110.02 3.07
Sterlite Technologies Ltd CRISIL A+ 101.11 2.82

Full Portfolio

Sector Allocation (Aug 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Aug 28, 14)

Equity 0.00
Others 0.00
Debt 93.15
Mutual Funds N.A
Money Market 0.42
Cash / Call 6.45

View All

Concentration

Holdings (%)
Top 5 34.58
Top 10 50.57
Sector (%)
Top 3 N.A.

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