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Birla Sun Life Capital Protection Oriented Fund - 5 Years Plan (G)

PLAN: Regular OPTIONS: Growth
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13.078 0 (0.02%)

NAV as on 02 Aug, 2012

CRISIL MF RANK

Not Ranked

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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2017) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 02 Aug, 2012)

Period Returns (%) Rank #
1 mth - 42
3 mth - 41
6 mth - 27
1 year - 23
2 year - 5
3 year - 1
5 year - 1

# Moneycontrol Rank within Capital Protection Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2012 3.4 0.3 -0.1 - 4.2
2011 -0.8 1.3 -0.7 0.1 0.6
2010 0.6 2.8 1.5 -0.3 5.0
2009 1.1 4.6 2.4 2.7 12.7
2008 -5.7 -2.8 0.8 4.0 -4.5

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Capital Protection Funds)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -- -- -- -- -- -- --
Category avg 0.6 1.7 3.2 6.1 6.1 5.4 0.3
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category 4.2 7.2 12.6 25.9 17.5 13.1 11.9
Worst of category -2.6 -2.4 -4.5 -4.9 -2.6 4.8 6.2

Investment Info

Investment Objective

Birla Sun Life Capital Protection Oriented Fund is a capital protection oriented Scheme with an objective to seek capital protection by investing in high quality fixed income securities maturing in line with the tenure of the scheme and seeking capital appreciation by investing in equity and equity related instruments.

Scheme details

Fund Type Close-Ended
Investment Plan Growth
Launch date Jul 06, 2007
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 5.19 (Sep-30-2012)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Satyabrata Mohanty/Naysar Shah
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

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

Capital Protection Funds Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Birla SL CPOF - Sr1 (27 Mths) Not Ranked
706.34 0.0 0.0 -- -- --
Sundaram CPOF- Sr 2 -3 yrs (G) Not Ranked
292.23 0.0 0.0 -- -- --
Birla SL CPOF - Sr-2 (36 Mths) Not Ranked
335.80 0.0 0.0 -- -- --
UTI CPOS-Sr IV- I (1103D) - Dir (G) Not Ranked
12.82 1.9 4.2 7.9 -- --
UTI CPOS-Sr IV- I (1103D) - Reg (G) Not Ranked
562.74 1.6 3.6 6.6 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 08)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Jan 31, 08)

Sector %

1-Year

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No Sector Data Available

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Asset Allocation (%)(Jan 31, 08)

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

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Sector (%)
Top 3 N.A.

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