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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 | 3.3 | 2 |
| 3 mth | 2.8 | 6 |
| 6 mth | 5.0 | 7 |
| 1 year | 15.2 | 8 |
| 2 year | 6.4 | 15 |
| 3 year | 6.2 | 13 |
| 5 year | 9.1 | 3 |
# Moneycontrol Rank within 18 Fund of Funds - Hybrid oriented Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -4.9 | - | - | - | - |
| 2012 | 6.4 | -0.4 | 5.3 | 3.8 | 17.6 |
| 2011 | -3.0 | -0.4 | -4.9 | -0.9 | -8.8 |
| 2010 | 1.6 | 0.4 | 6.5 | 0.5 | 10.8 |
| 2009 | -1.8 | 23.5 | 13.1 | 4.7 | 48.7 |
| 2008 | -17.8 | -5.2 | -0.6 | -5.3 | -27.5 |
* 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 | 3.3 | 2.8 | 5.0 | 15.2 | 6.4 | 6.2 | 9.1 |
| Category avg | 1.8 | 1.7 | 3.8 | 13.5 | 7.1 | 5.9 | 6.2 |
| Difference of Fund returns and Category returns | 1.5 | 1.1 | 1.2 | 1.7 | -0.7 | 0.3 | 2.9 |
| 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 | Dividend |
| Launch date | Jan 20, 2004 |
| Benchmark | CRISIL Balance Fund |
| Asset Size (Rs cr) | 7.77 (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 | 1.39 | 28.38 | |
| Birla Sun Life Top 100 Fund - Growth - Direct Plan | 0.64 | 13.05 | |
| Birla Sun Life Advantage Fund - Gr - Dir Pl | 0.59 | 12.06 | |
| Birla Sun Life Govt Sec. Long Term Grwth Direct | 0.50 | 10.16 | |
| Birla Sun Life Small & Midcap Fund Grth. Direct | 0.45 | 9.17 | |
| Birla Sun Life Infra. Fund - Grth - Direct Plan | 0.33 | 6.82 | |
| Birla Sun Life Midcap Fund - Growth - Direct Plan | 0.28 | 5.75 | |
| Birla SL Comd. Equities Glob. Multi Grth Direct | 0.10 | 2.00 | |
| Birla SL Comd. Equ. Glob. Prec. Metals Grth Direct | 0.06 | 1.27 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | 88.66 |
| Money Market | 0.00 |
| Cash / Call | 11.33 |
| Holdings | (%) |
|---|---|
| Top 5 | 72.82 |
| Top 10 | 88.66 |
| 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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