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

PLAN: Institutional Premium Plan OPTIONS: Growth
224.077 0 (0.00%)

NAV as on 30 Mar, 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

Below average performance in the category

The scheme is ranked 4 in Liquid category by Crisil (for quarter ended Mar 2014) rank unchanged from 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 Mar, 2015)

Period Returns (%) Rank #
1 mth 0.6 96
3 mth 2.0 92
6 mth 4.2 80
1 year 8.9 42
2 year 9.2 14
3 year 9.2 9
5 year 8.8 3

# Moneycontrol Rank within 171 Liquid Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 8.9 9.2 9.2 8.8
Category avg 0.5 1.8 3.7 7.8 7.9 7.5 6.8
Difference of Fund returns and Category returns 0.1 0.2 0.5 1.1 1.3 1.7 2.0
Best of category 0.7 2.2 4.6 9.6 9.7 9.7 9.5
Worst of category 0.5 1.1 2.7 6.0 2.8 -6.6 -1.1
Birla Sun Life Cash Plus - Institutional Premium Plan (G) Review by Crisil - Rating: 2 (Rank 4 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) 8,388.49 (Dec-31-2014)
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 (%)
IDFC Cash Fund - Plan A (G) Not Ranked
10.42 1.9 3.9 8.3 8.6 8.1
ICICI Pru Liquid Plan -Inst -I Not Ranked
1.62 1.9 3.8 8.0 8.5 8.3
Reliance Liquid Fund TP (G) Not Ranked
144.74 1.8 3.8 7.9 8.3 8.0
Reliance Liquid - TP - IP (G) Rank 3
9,294.53 2.1 4.3 8.9 9.2 8.7
SBI Premier Liquid - IP (G) Not Ranked
33.92 2.0 4.2 8.8 9.1 8.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Money Market Rating Value
(Rs cr)
Asset %
Money Market Instruments 14,387.86 73.41
Sesa Sterlite Ltd CRISIL A1+ 1,015.24 5.18
Mahindra & Mahindra Financial Services Ltd CRISIL A1+ 798.73 4.08
Housing Development Finance Corporation Ltd ICRA A1+ 738.12 3.77
Export Import Bank of India CRISIL A1+ 596.57 3.04
Indusind Bank Ltd CRISIL A1+ 567.34 2.89
Canara Bank CRISIL A1+ 545.54 2.78
L&T Finance Ltd CARE A1+ 497.70 2.54
Tata Motors Finance Ltd ICRA A1+ 497.80 2.54
Tata Capital Financial Services Ltd ICRA A1+ 489.61 2.50

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Feb 28, 15)

Equity 0.00
Others 0.00
Debt 14.97
Mutual Funds N.A
Money Market 73.40
Cash / Call 11.63

View All

Concentration

Holdings (%)
Top 5 89.48
Top 10 102.73
Sector (%)
Top 3 N.A.

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