Birla Sun Life Capital Protection Oriented Fund - Series 6 (761 Days)
Fund Family Birla Sun Life Mutual Fund
Fund Class Capital Protection Funds
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Performance
Investment Info
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Not Ranked
This scheme is not ranked by CRISIL.
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Returns (NAV as on May-25-2012)
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -0.4 | 24 |
| 3 mth | -0.1 | 28 |
| 6 mth | 2.0 | 27 |
| 1 year | 5.0 | 9 |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 44 Capital Protection Funds Schemes.
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 2.7 | - | - | - | - |
| 2011 | - | 2.0 | 0.7 | 0.5 | 2.8 |
* Returns over 1 year are Annualised
Performance
Fund returns v/s Category average (Capital Protection Funds)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -0.4 | -0.1 | 2.0 | 5.0 | -- | -- | -- |
| Category avg | -0.8 | -0.7 | 1.9 | 1.6 | 0.5 | 0.3 | 0.2 |
| Difference of Fund returns and Category returns | 0.4 | 0.6 | 0.1 | 3.4 | -- | -- | -- |
| Best of category | 0.5 | 2.1 | 6.4 | 7.6 | 4.8 | 6.1 | 7.0 |
| Worst of category | -4.1 | -7.6 | -4.1 | -5.6 | 2.7 | 4.3 | 7.0 |
Investment Info
Investment Objective
Birla Sun Life Capital Protection Oriented Fund -Series 6, is a close ended Capital Protection Oriented Fund. The investment objective of the scheme is to provide capital appreciation linked to equity market with downside protection at the end of tenure.
Scheme details
| Fund Type | Close-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | May 31, 2011 |
| Benchmark | CRISIL MIP Blended Fund |
| Asset Size (Rs cr) | 98.72 (Mar-31-2012) |
| 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 |
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 |
| connect@birlasunlife.com | |
| Website | http://www.birlasunlife.com |
Peer Comparison
| Capital Protection Funds | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Sundaram CPOF- Sr 2 -3 yrs (G) | Not Ranked |
314.29 | 0.3 | 2.1 | 5.4 | -- | -- |
| Birla SL CPOF - Sr3 (36 Mths) | Not Ranked |
257.35 | -5.8 | -3.0 | -5.6 | -- | -- |
| FT Capital Safety Fund-5yrs -G | Not Ranked |
343.19 | 0.0 | 0.0 | -- | -- | -- |
| IDFC CPOF - Series I (G) | Not Ranked |
149.65 | 0.7 | 3.6 | 5.8 | -- | -- |
| SBI Capital Protection Fund- Sr-II | Not Ranked |
112.75 | 0.5 | 4.4 | 7.6 | -- | -- |
| * Returns over 1 year are Annualised | More » | ||||||
Portfolio
Asset Allocation (%)()
| 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. |
News & Videos
News
Birla Sun Life MF announces changes in key personnel
Apr 28, 2012 at 11:30 | Source:
Videos
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Oct 25, 2011
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Oct 25, 2011
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