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

PLAN: Institutional Premium Plan OPTIONS: Growth
245.795 0.05 (0.02%)

NAV as on 24 May, 2016

CRISIL MF RANK

Riskometer

LOW

LOW

  • Principal at low risk.
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 2016) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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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 24 May, 2016)

Period Returns (%) Rank #
1 mth 0.6 24
3 mth 2.1 9
6 mth 4.0 22
1 year 8.2 26
2 year 8.6 17
3 year 8.9 14
5 year 9.1 7

# Moneycontrol Rank within 170 Liquid Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 2.0 - - - -
2015 2.1 2.0 2.0 1.9 8.4
2014 2.3 2.2 2.1 2.1 9.2
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

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 2.1 4.0 8.2 8.6 8.9 9.1
Category avg 0.5 1.8 3.5 7.0 7.4 7.5 7.3
Difference of Fund returns and Category returns 0.1 0.3 0.5 1.2 1.2 1.4 1.8
Best of category 0.7 3.3 4.4 9.0 9.5 9.4 9.7
Worst of category 0.4 0.5 2.0 5.3 6.1 4.2 -0.7
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) 11,372.39 (Dec-31-2015)
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 (%)
Axis Liquid Fund (G) Rank 2
4,227.13 2.0 4.0 8.1 8.8 9.0
Reliance Liquid - TP - IP (G) Rank 3
10,583.87 2.1 4.0 8.1 8.8 9.0
Birla SL Cash Plus - RP (G) Not Ranked
37.06 2.1 4.0 8.2 8.7 8.8
Birla SL Cash Plus - IP (G) Not Ranked
56.29 2.1 4.0 8.2 8.8 8.9
Reliance Liquid Fund TP (G) Not Ranked
132.47 1.8 3.5 7.2 7.8 8.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 29, 16)

Money Market Rating Value
(Rs cr)
Asset %
Money Market Instruments / CP 16,062.83 53.02
Money Market Instruments / CD 7,305.02 24.11
Bills Rediscounting 3,291.93 10.87
IDBI Bank Limited (30/05/2016) CRISIL A1+ 993.76 3.28
Small Industries Dev Bank of India (15/06/2016) CARE A1+ 936.52 3.09
IDBI Bank Limited (25/05/2016) CRISIL A1+ 746.12 2.46
Vedanta Limited (20/05/2016) CRISIL A1+ 646.82 2.13
India Infoline Finance Ltd (10/05/2016) ICRA A1+ 598.38 1.98
IndusInd Bank Limited (27/06/2016) 591.71 1.95
Vedanta Limited (25/05/2016) CRISIL A1+ 521.88 1.72

Full Portfolio

Sector Allocation (Apr 29, 16)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Apr 29, 16)

Equity 0.00
Others 0.00
Debt 13.57
Mutual Funds N.A
Money Market 88.07
Cash / Call -1.65

View All

Concentration

Holdings (%)
Top 5 94.37
Top 10 104.61
Sector (%)
Top 3 N.A.

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