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SET SMS ALERT Fund Family Birla Sun Life Mutual Fund
Fund Class Fund of Funds - Hybrid oriented
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 3.1 | 5 |
| 3 mth | 4.3 | 1 |
| 6 mth | 7.8 | 2 |
| 1 year | 14.2 | 10 |
| 2 year | 8.8 | 4 |
| 3 year | 7.5 | 12 |
| 5 year | 8.8 | 7 |
# Moneycontrol Rank within 18 Fund of Funds - Hybrid oriented Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -0.3 | - | - | - | - |
| 2012 | 4.1 | 0.8 | 3.5 | 2.8 | 12.6 |
| 2011 | -0.2 | 0.8 | -1.4 | 0.4 | -0.5 |
| 2010 | 1.6 | 0.9 | 2.9 | 0.9 | 7.1 |
| 2009 | 0.2 | 10.0 | 6.5 | 2.3 | 21.9 |
| 2008 | -6.1 | -0.9 | 1.1 | 0.5 | -5.7 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Fund of Funds - Hybrid oriented)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 3.1 | 4.3 | 7.8 | 14.2 | 8.8 | 7.5 | 8.8 |
| Category avg | 1.8 | 1.7 | 3.8 | 13.5 | 7.1 | 5.9 | 6.2 |
| Difference of Fund returns and Category returns | 1.3 | 2.6 | 4.0 | 0.7 | 1.7 | 1.6 | 2.6 |
| Best of category | 3.7 | 4.3 | 8.7 | 17.8 | 10.0 | 8.9 | 9.6 |
| Worst of category | -0.7 | -2.8 | -4.2 | 7.9 | -4.0 | -2.0 | 1.4 |
Investment Objective
An open-ended Fund of Funds scheme with the objective to provide income and capital appreciation along with diversification by investing in a basket of debt and equity Mutual Fund schemes in line with the risk profile of the investors.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jan 20, 2004 |
| Benchmark | CRISIL MIP Blended Fund |
| Asset Size (Rs cr) | 5.26 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Satyabrata Mohanty / Vineet Maloo View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| 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 |
| connect@birlasunlife.com | |
| Website | http://www.birlasunlife.com |
| Fund of Funds - Hybrid oriented | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| FT (I) Dyn. PE Ratio FOF (G) | Not Ranked |
1,228.07 | 1.2 | 4.3 | 15.4 | 7.8 | 9.0 |
| ING FPF - Aggressive Plan (G) | Not Ranked |
43.18 | 1.3 | 2.5 | 16.5 | -- | -- |
| FT (I) LS FOF-50s Plus FRP (G) | Not Ranked |
37.56 | 1.8 | 4.3 | 10.7 | 7.8 | 8.1 |
| FT (I) LS FOF - 40s Plan (G) | Not Ranked |
11.64 | 3.2 | 6.0 | 15.1 | 8.9 | 9.6 |
| ING FPF - Prudent Plan (G) | Not Ranked |
8.91 | 1.1 | 2.3 | 12.7 | -- | -- |
| * Returns over 1 year are Annualised | More » | ||||||
| Fund of Funds | Value (Rs cr) |
Asset % | |
|---|---|---|---|
| Birla Sun Life Income Plus - Growth - Direct Plan | 1.83 | 43.01 | |
| Birla Sun Life Top 100 Fund - Growth - Direct Plan | 0.14 | 3.38 | |
| Birla Sun Life Advantage Fund - Gr - Dir Pl | 0.14 | 3.29 | |
| Birla Sun Life Small & Midcap Fund Grth. Direct | 0.11 | 2.51 | |
| Birla Sun Life Infra. Fund - Grth - Direct Plan | 0.08 | 1.85 | |
| Birla Sun Life Midcap Fund - Growth - Direct Plan | 0.07 | 1.54 | |
| Birla Sun Life Govt Sec. Long Term Grwth Direct | 0.06 | 1.37 | |
| Birla SL Comd. Equities Glob. Multi Grth Direct | 0.05 | 1.17 | |
| Birla SL Comd. Equ. Glob. Prec. Metals Grth Direct | 0.01 | 0.35 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | 58.47 |
| Money Market | 0.00 |
| Cash / Call | 41.53 |
| Holdings | (%) |
|---|---|
| Top 5 | 54.04 |
| Top 10 | 58.47 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
Birla SL MF to step up equity exposure to expand reach
May 05, 2013 at 12:43 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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