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SET SMS ALERT Fund Family Birla Sun Life Mutual Fund
Fund Class Capital Protection Funds
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 1.0 | 14 |
| 3 mth | 1.1 | 41 |
| 6 mth | 2.8 | 39 |
| 1 year | 6.9 | 39 |
| 2 year | 1.8 | 14 |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 47 Capital Protection Funds Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -2.9 | - | - | - | - |
| 2012 | 1.4 | -2.1 | 3.3 | 0.3 | 6.5 |
| 2011 | - | -2.0 | -1.3 | -5.8 | -6.4 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Capital Protection Funds)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 1.0 | 1.1 | 2.8 | 6.9 | 1.8 | -- | -- |
| Category avg | 0.7 | 2.0 | 3.6 | 8.5 | 2.0 | 0.1 | -- |
| Difference of Fund returns and Category returns | 0.3 | -0.9 | -0.8 | -1.6 | -0.2 | -- | -- |
| Best of category | 1.4 | 4.3 | 7.5 | 15.3 | 9.1 | 4.6 | -- |
| Worst of category | 0.3 | 1.1 | 0.7 | 6.9 | 1.8 | 4.6 | 0.00 |
Investment Objective
Birla Sun Life Capital Protection Oriented Fund - Series 5 (832 Days), is a close ended Capital Protection Oriented Fund. The investment objective of the scheme would be 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
| Fund Type | Close-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Mar 25, 2011 |
| Benchmark | CRISIL MIP Blended Fund |
| Asset Size (Rs cr) | 105.40 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Satyabrata Mohanty / Ajay Garg 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 |
| 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 | 1.4 | 2.6 | 8.5 | 4.6 | -- |
| Sundaram CPOF- Sr 2 -3 yrs (G) | Not Ranked |
339.11 | 2.0 | 3.5 | 9.2 | -- | -- |
| Birla SL CPOF - Sr3 (36 Mths) | Not Ranked |
267.65 | 2.3 | 4.7 | 11.2 | -- | -- |
| Axis CPOF - Sr5 (42 Months) (G) | Not Ranked |
273.78 | 4.3 | 7.5 | -- | -- | -- |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 0.00 |
| 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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