SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Credit Opportunities Funds > Birla Sun Life Mutual Fund > Birla Sun Life Short Term Opportunities Fund - Retail Plan (G)

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

PLAN: Retail Plan OPTIONS: Growth
22.236 0.01 (0.03%)

NAV as on 22 Dec, 2014

CRISIL MF RANK

Scheme Risk Grade

  MEDIUM RISK

MEDIUM RISK

  • For investors looking at income with capital growth over short to medium term.
  • Ideal for those who seek diversification between debt and equity,with reduction in risk and optimal returns.
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
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) rank unchanged from 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.
View Historic Graph From     To     

Returns (NAV as on 22 Dec, 2014)

Period Returns (%) Rank #
1 mth 0.6 17
3 mth 3.2 20
6 mth 5.4 27
1 year 11.2 24
2 year 10.7 8
3 year 10.8 4
5 year 9.6 4

# Moneycontrol Rank within 37 Credit Opportunities Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.5 2.9 2.0 - -
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 0.6 3.2 5.4 11.2 10.7 10.8 9.6
Category avg 0.6 3.2 5.5 10.7 8.9 5.1 3.6
Difference of Fund returns and Category returns 0.0 0.0 -0.1 0.5 1.8 5.7 6.0
Best of category 0.9 4.0 6.5 13.3 11.6 11.1 9.7
Worst of category 0.5 2.9 4.9 10.6 8.4 8.6 8.1
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) 3,463.81 (Sep-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 -Retail (G) Rank 1
8,213.43 3.3 5.7 11.4 10.2 9.0
Franklin (I) ST Income -Direct (G) Not Ranked
1,164.13 3.5 6.2 12.5 -- --
Franklin Corporate Bond Opp. (G) Rank 2
6,664.60 3.2 5.5 11.6 10.4 --
Franklin Corporate Bond-Direct (G) Not Ranked
69.08 3.4 6.0 12.7 -- --
Reliance RSF - Debt - IP (G) Not Ranked
100.70 2.9 5.3 11.1 9.8 8.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Debt Rating Value
(Rs cr)
Asset %
Rural Electrification Corporation Ltd CRISIL AAA 311.74 7.86
Reliance Utilities & Power Pvt Ltd CRISIL AAA 296.41 7.47
Indiabulls Housing Finance Ltd CARE AAA 251.04 6.33
TRIL Infopark Ltd (TATA Realty SPV) BWR A(SO) 231.91 5.85
LIC Housing Finance Ltd CRISIL AAA 213.63 5.38
Power Finance Corporation Ltd CRISIL AAA 209.47 5.28
SREI Equipment Finance Ltd CARE AA 191.99 4.84
Adani Ports and Special Economic Zone Ltd ICRA AA- 181.96 4.59
S.D. Corporation Pvt. Ltd ICRA AA+(SO) 178.70 4.50
Shriram Transport Finance Company Ltd CRISIL AA 133.14 3.36

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 0.00
Others 0.00
Debt 94.73
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.29

View All

Concentration

Holdings (%)
Top 5 32.89
Top 10 55.46
Sector (%)
Top 3 N.A.

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.