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Birla Sun Life Cash Plus - Institutional Premium Plan (G)

PLAN: Institutional Premium Plan OPTIONS: Growth
230.537 0.05 (0.02%)

NAV as on 30 Jul, 2015

CRISIL MF RANK

Scheme Risk Grade

  LOW RISK

LOW RISK

  • For investors looking at income with capital growth over short term.
  • Ideal for anyone looking for a fixed and safe source of income.
FUND FAMILY : Birla Sun Life Mutual Fund FUND CLASS : Liquid
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Liquid category by Crisil (for quarter ended Mar 2015) up from Rank 4 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 ING Liquid Fund has been merged with Birla Sun Life Cash Plus w.e.f. Otcober 11, 2014. Birla Sun Life Cash Plus - Institutional Premium Plan is open for fresh subscriptions/switch-ins.
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Returns (NAV as on 30 Jul, 2015)

Period Returns (%) Rank #
1 mth 0.6 87
3 mth 2.0 71
6 mth 4.2 37
1 year 8.8 23
2 year 9.3 17
3 year 9.1 7
5 year 9.0 5

# Moneycontrol Rank within 171 Liquid Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 2.1 2.0 - - -
2014 2.3 2.2 2.1 2.1 -
2013 2.0 2.1 2.2 2.4 9.3
2012 2.4 2.4 2.2 2.1 9.7
2011 2.0 2.0 2.2 2.2 9.0
2010 1.0 1.1 1.4 1.7 5.5

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Liquid)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.6 2.0 4.2 8.8 9.3 9.1 9.0
Category avg 0.6 1.7 3.7 7.7 8.0 7.4 7.0
Difference of Fund returns and Category returns 0.0 0.3 0.5 1.1 1.3 1.7 2.0
Best of category 0.7 2.1 4.4 9.3 9.8 9.6 9.7
Worst of category 0.5 0.5 2.0 5.3 2.7 -6.8 -0.8
Birla Sun Life Cash Plus - Institutional Premium Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)

Investment Info

Investment Objective

An open-ended liquid scheme with the objective to provide reasonable returns at a high level of safety and liquidity through judicious investments in high quality debt and money market instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Mar 29, 2004
Benchmark CRISIL Liquid Fund
Asset Size (Rs cr) 8,855.01 (Jun-30-2015)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Kaustubh Gupta / Sunaina da Cunha
View performance of schemes managed by the Fund Manager
Notes ING Liquid Fund has been merged with Birla Sun Life Cash Plus w.e.f. Otcober 11, 2014. Birla Sun Life Cash Plus - Institutional Premium Plan is open for fresh subscriptions/switch-ins.

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

Liquid Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Birla SL Cash Plus - Direct (G) Not Ranked
14,888.98 2.0 4.3 8.9 -- --
SBI Premier Liquid - Direct (G) Not Ranked
17,865.36 2.0 4.2 8.8 -- --
ICICI Pru Liquid Plan - Direct (G) Not Ranked
13,558.32 2.0 4.2 8.8 -- --
Reliance Liquid - TP - Direct (G) Not Ranked
12,218.73 2.0 4.3 8.9 -- --
UTI Liquid Cash Plan - Direct (G) Not Ranked
10,044.41 2.0 4.2 8.8 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 15)

Money Market Rating Value
(Rs cr)
Asset %
Money Market Instruments 7,037.97 79.48
Allahabad Bank ICRA A1+ 238.20 2.69
South Indian Bank Ltd CARE A1+ 229.35 2.59
National Bank For Agriculture and Rural Development CRISIL A1+ 228.46 2.58
Indusind Bank Ltd CRISIL A1+ 218.72 2.47
Housing Development Finance Corporation Ltd ICRA A1+ 209.86 2.37
Vedanta CRISIL A1+ 200.12 2.26
L&T Finance Ltd CARE A1+ 181.53 2.05
Mahindra & Mahindra Financial Services Ltd CRISIL A1+ 181.53 2.05
Housing Development Finance Corporation Ltd ICRA A1+ 160.28 1.81

Full Portfolio

Sector Allocation (Jun 30, 15)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Jun 30, 15)

Equity 0.00
Others 0.00
Debt 14.66
Mutual Funds N.A
Money Market 79.54
Cash / Call 5.87

View All

Concentration

Holdings (%)
Top 5 89.81
Top 10 100.35
Sector (%)
Top 3 N.A.

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