Moneycontrol
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Ultra Short Term Debt > Birla Sun Life Mutual Fund > Birla Sun Life Cash Manager - Inst. Plan (WD)

Birla Sun Life Cash Manager - Inst. Plan (WD)

PLAN: Institutional Plan OPTIONS: Weekly Dividend
100.578 0.02 (0.02%)

NAV as on 22 Jun, 2017

CRISIL MF RANK

Riskometer

MODERATELY LOW

MODERATELY LOW

  • Principal at moderately low risk.
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Ultra Short Term Debt category by Crisil (for quarter ended Mar 2017) down from Rank 3 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close Birla Sun Life Cash Manager - Inst. Plan will not accept any fresh subscriptions/switch-ins w.e.f. October 1, 2012.
View Historic Graph From     To     

Returns (NAV as on 22 Jun, 2017)

Period Returns (%) Rank #
1 mth 0.8 51
3 mth 1.9 104
6 mth 3.5 121
1 year 7.8 115
2 year 8.0 125
3 year 8.2 126
5 year 8.7 39

# Moneycontrol Rank within 207 Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 -0.3 - - - -
2016 0.2 -0.1 0.4 -0.3 0.5
2015 0.3 -0.1 - -0.2 -0.1
2014 0.3 -0.2 -0.1 - -
2013 -0.1 -0.3 -0.1 - -
2012 -0.1 -0.2 -0.1 -0.1 -

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 (Ultra Short Term Debt)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.8 1.9 3.5 7.8 8.0 8.2 8.7
Category avg 0.7 1.8 3.1 7.2 7.3 7.3 7.2
Difference of Fund returns and Category returns 0.1 0.1 0.4 0.6 0.7 0.9 1.5
Best of category 1.3 3.8 6.0 10.3 9.8 9.8 9.8
Worst of category 0.1 0.9 -9.3 -6.1 0.9 -11.5 5.6
Birla Sun Life Cash Manager - Inst. Plan (WD) Review by Crisil - Rating: 2 (Rank 4 out of 5)

Investment Info

Investment Objective

An open ended Income scheme with the objective to provide income which is consistent with a portfolio through investments in a basket of debt and money market instruments of very short maturities with a view to provide reasonable returns.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date May 14, 1998
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 71.41 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend Rs.0.10 (Jun-20-2017)
Bonus N.A.
Fund Manager Kaustubh Gupta / Mohit Sharma
View performance of schemes managed by the Fund Manager
Notes Birla Sun Life Cash Manager - Inst. Plan will not accept any fresh subscriptions/switch-ins w.e.f. October 1, 2012.

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments

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

Ultra Short Term Debt Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Floating Rate Inc.-STP-RP (G) Not Ranked
66.37 1.9 3.5 8.1 8.5 8.6
SBI Ultra Short Term Debt - DP (G) Rank 2
7,623.43 1.8 3.6 7.8 8.5 --
ICICI Pru Flexi Income -Direct (G) Rank 3
9,947.22 2.2 4.0 8.8 9.0 --
ICICI Pru Savings Fund -Direct (G) Not Ranked
2,287.07 2.3 4.4 9.6 9.5 --
SBI SHDF - USTF - IP (G) Not Ranked
103.65 1.8 3.5 7.7 8.4 8.7
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (May 31, 17)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(May 31, 17)

Equity 0.00
Others 0.00
Debt 88.17
Mutual Funds 0.00
Money Market 6.21
Cash / Call 5.63

View All

Concentration

Holdings (%)
Top 5 22.81
Top 10 34.25
Sector (%)
Top 3 N.A.

News & Videos

News

Messages & Community

Sections
Follow us on
Available On