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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Debt Short Term category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
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View Historic Graph From To

Returns (NAV as on May-22-2013)

Period	Returns (%)	Rank #
1 mth	2.1	1
3 mth	4.5	1
6 mth	7.1	1
1 year	12.6	2
2 year	11.5	2
3 year	9.5	7
5 year	9.8	3

# Moneycontrol Rank within 82 Debt Short Term Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-0.2	-	-	-	-
2012	0.3	0.8	1.2	0.1	0.3
2011	0.5	-0.1	-0.5	1.6	1.7
2010	0.6	0.1	0.1	0.5	1.5
2009	-1.3	0.4	-0.3	-0.1	-0.7

View where it stands within its peers

* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (Debt Short Term)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	2.1	4.5	7.1	12.6	11.5	9.5	9.8
Category avg	1.2	3.1	5.1	10.0	9.3	7.0	3.8
Difference of Fund returns and Category returns	0.9	1.4	2.0	2.6	2.2	2.5	6.0
Best of category	2.1	4.5	7.1	13.0	12.0	10.5	10.1
Worst of category	0.5	0.7	0.6	0.3	0.2	-0.5	0.1

Birla Sun Life Dynamic Bond Fund - Retail Plan (MD) Review by Crisil - Rating: 3 (Rank 3 out of 5)

Investment Info

Investment Objective

An Open-ended income scheme with the objective to generate optimal returns with high liquidity through active management of the portfolio by investing in high quality debt and money market instruments.

Scheme details

Fund Type	Open-Ended
Investment Plan	Dividend
Launch date	Dec 04, 2008
Benchmark	CRISIL Composite Bond Fund
Asset Size (Rs cr)	14,567.05 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	Rs.0.15 (Apr-26-2013)
Bonus	N.A.
Fund Manager	Maneesh Dangi View performance of schemes managed by the Fund Manager
Notes	N.A

Load Details

Entry Load	N.A
Exit Load	0.50%
Load Comments	Exit Load 0.50% of applicable NAV, for redemption/switch-out of units within 180 days from the date of allotment

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
Email	connect@birlasunlife.com
Website	http://www.birlasunlife.com

Peer Comparison

Debt Short Term	Crisil Rank	Assets (Rs.cr)
Debt Short Term	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
Birla SL Dynamic Bond -RP (G)	Rank 3	14,567.05	4.5	7.1	12.6	9.5	9.8
SBI Short Term Debt - RP (G)	Rank 3	2,159.03	3.6	6.0	11.8	8.9	--
SBI Short Horizon Debt-STF -RP (G)	Not Ranked	64.89	3.6	6.0	11.7	8.7	8.1
Templeton (I) ST Income (G)	Rank 5	5,197.92	4.0	6.2	11.9	9.0	9.7
Templeton India Income Oppor. (G)	Rank 5	2,788.98	4.1	6.6	12.3	9.3	--
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Debt	Rating	Value (Rs cr)	Asset %
National Bank For Agriculture and Rural Development **	CRISIL AAA	1,224.44	7.87
LIC Housing Finance Ltd **	CRISIL AAA	862.66	5.54
Power Finance Corporation Ltd **	CRISIL AAA	801.36	5.15
8.64% Andhra Pradesh SDL (MD 06/03/2023)	SOV	648.86	4.17
Housing Development Finance Corporation Ltd **	CRISIL AAA	471.41	3.03
Indiabulls Housing Finance Ltd **	CARE AA+	424.66	2.73
IDBI Bank Ltd **	CRISIL AA+	415.73	2.67
9.01% West Bengal SDL (MD 21/11/2022)	SOV	352.16	2.26
Cholamandalam Investment and Finance Company Ltd **	ICRA AA	346.33	2.22
Tata Motors Finance Ltd **	CRISIL AA-	334.17	2.15