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

PLAN: Retail OPTIONS: Growth
23.080 0.01 (0.04%)

NAV as on 22 May, 2015

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.
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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in Credit Opportunities Funds category by Crisil (for quarter ended Mar 2014) up from Rank 3 last quarter. If you are already invested in this scheme, you may continue to stay invested.

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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 May, 2015)

Period Returns (%) Rank #
1 mth 0.4 34
3 mth 2.0 28
6 mth 4.4 32
1 year 10.3 31
2 year 10.0 10
3 year 10.6 4
5 year 9.9 4

# Moneycontrol Rank within 40 Credit Opportunities Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 2.4 - - - -
2014 2.5 2.9 2.0 3.3 -
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

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 0.4 2.0 4.4 10.3 10.0 10.6 9.9
Category avg 0.4 1.9 4.4 9.7 8.0 8.2 6.4
Difference of Fund returns and Category returns 0.0 0.1 0.0 0.6 2.0 2.4 3.5
Best of category 0.6 2.3 5.2 12.6 10.9 10.8 10.1
Worst of category 0.3 1.6 4.2 9.9 8.1 8.7 8.4
Birla Sun Life Short Term Opportunities Fund - Retail Plan (G) Review by Crisil - Rating: 5 (Rank 1 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) 3,275.02 (Mar-31-2015)
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 2
8,784.47 2.0 4.6 10.9 10.3 9.2
Franklin Corporate Bond Opp. (G) Rank 3
7,663.27 2.0 4.5 10.7 10.3 --
Reliance RSF - Debt - RP (G) Rank 4
4,445.18 2.1 4.3 10.0 9.6 8.5
Reliance RSF - Debt - Direct (G) Not Ranked
512.77 2.3 4.8 11.0 -- --
Reliance RSF - Debt - IP (G) Not Ranked
103.67 2.1 4.4 10.3 9.9 8.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Debt Rating Value
(Rs cr)
Asset %
Tata Motors Finance Solutions Pvt Ltd CRISIL AA 400.43 9.35
Reliance Utilities & Power Pvt Ltd CRISIL AAA 298.29 6.96
Indiabulls Housing Finance Ltd CARE AAA 289.50 6.76
TRIL Infopark Ltd BWR A(SO) 229.87 5.37
Cholamandalam Investment and Finance Company Ltd ICRA AA 214.65 5.01
SREI Equipment Finance Ltd CARE AA 198.06 4.62
S.D. Corporation Pvt. Ltd ICRA AA+(SO) 197.63 4.61
Rural Electrification Corporation Ltd CRISIL AAA 190.69 4.45
LIC Housing Finance Ltd CRISIL AAA 188.91 4.41
Power Finance Corporation Ltd CRISIL AAA 143.34 3.35

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Apr 30, 15)

Equity 0.00
Others 0.00
Debt 95.57
Mutual Funds N.A
Money Market 0.12
Cash / Call 4.31

View All

Concentration

Holdings (%)
Top 5 33.45
Top 10 54.89
Sector (%)
Top 3 N.A.

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