Birla Sun Life Capital Protection Oriented Fund - Series 2 (36 Months) NAV | Birla Sun Life Mutual Fund | Birla Sun Life Capital Protection Oriented Fund

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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL.
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View Historic Graph From To

Returns (NAV as on May-23-2013)

Period	Returns (%)	Rank #
1 mth	0.4	37
3 mth	1.3	39
6 mth	2.5	39
1 year	8.4	31
2 year	6.8	7
3 year	-	-
5 year	-	-

# Moneycontrol Rank within 46 Capital Protection Funds Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-	-	-	-	-
2012	2.9	1.2	3.0	2.0	10.0
2011	-0.5	1.0	0.1	0.7	1.6
2010	-	0.2	0.6	-0.2	0.7

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* Returns over 1 year are Annualised

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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	0.4	1.3	2.5	8.4	6.8	--	--
Category avg	0.7	1.9	3.5	8.4	1.8	--	--
Difference of Fund returns and Category returns	-0.3	-0.6	-1.0	0.0	5.0	--	--
Best of category	1.5	4.3	7.5	15.3	9.1	--	--
Worst of category	0.4	1.0	0.8	6.5	1.4	0.00	0.00

Investment Info

Investment Objective

Birla Sun Life Capital Protection Oriented Fund � Series 2, is a close ended capital protection oriented scheme. The investment objective of the scheme is 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	May 31, 2010
Benchmark	CRISIL MIP Blended Fund
Asset Size (Rs cr)	426.56 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	N.A.
Bonus	N.A.
Fund Manager	Satyabrata Mohanty 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.	91 22 66928000, 91 22 66928001
Fax No.	91 22 66928110
Email	connect@birlasunlife.com
Website	http://www.birlasunlife.com

Peer Comparison

Capital Protection Funds	Crisil Rank	Assets (Rs.cr)
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	--	--	--
Birla SL CPOF - Sr-2 (36 Mths)	Not Ranked	426.56	1.3	2.5	8.4	--	--
Sundaram CPOF- Sr 2 -3 yrs (G)	Not Ranked	339.11	1.9	3.4	9.2	--	--
Birla SL CPOF - Sr3 (36 Mths)	Not Ranked	267.65	2.1	4.5	11.6	--	--
Axis CPOF - Sr5 (42 Months) (G)	Not Ranked	273.78	4.3	7.5	--	--	--
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Mar 28, 13)

Debt	Rating	Value (Rs cr)	Asset %
Small Industries Development Bank of India**	CRISIL AAA	74.71	17.51
LIC Housing Finance Ltd.**	CRISIL AAA	72.69	17.03
IDFC Ltd.**	[ICRA] AAA	69.70	16.34
Tata Sons Ltd.**	CRISIL AAA	54.95	12.88
National Bank for Agricultulture & Rural Development**	CRISIL AAA	49.89	11.69
Rural Electrification Corporation Ltd.**	CRISIL AAA	20.00	4.69
Tata Consultancy Services Ltd.		3.31	0.78
ICICI Bank Ltd.		3.14	0.73
HDFC Bank Ltd.		2.47	0.58
ITC Ltd.		2.32	0.54