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Birla Sun Life Dynamic Bond Fund - Retail Plan (G)

PLAN: Retail Plan OPTIONS: Growth
30.361 0.01 (0.02%)

NAV as on 27 Jul, 2017

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Birla Sun Life Mutual Fund FUND CLASS : Debt Short Term
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Debt Short Term category by Crisil (for quarter ended Mar 2017) 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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Returns (NAV as on 27 Jul, 2017)

Period Returns (%) Rank #
1 mth 0.6 123
3 mth 4.9 2
6 mth 3.2 115
1 year 9.2 41
2 year 10.6 6
3 year 11.1 2
5 year 10.3 1

# Moneycontrol Rank within 146 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 -1.7 3.8 - - -
2016 2.9 2.9 5.8 0.9 13.9
2015 2.8 0.5 3.8 -0.1 7.5
2014 2.4 3.5 1.5 6.5 14.8
2013 2.1 3.2 -1.7 2.5 6.6
2012 2.2 2.5 2.9 2.0 10.3

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 (Debt Short Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.6 4.9 3.2 9.2 10.6 11.1 10.3
Category avg 0.7 2.3 3.5 8.4 8.4 8.4 7.1
Difference of Fund returns and Category returns -0.1 2.6 -0.3 0.8 2.2 2.7 3.2
Best of category 1.6 5.0 8.0 17.8 11.9 11.9 10.3
Worst of category 0.1 0.9 2.4 6.4 -1.9 1.8 2.8
Birla Sun Life Dynamic Bond Fund - Retail Plan (G) 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 Growth
Launch date Sep 24, 2004
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 9,796.61 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Maneesh Dangi / Pranay Sinha
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 90 days from the date of allotment

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

Debt Short Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Short Term - Direct (G) Rank 3
11,033.92 2.7 3.7 9.1 9.8 --
Birla SL Short Term - Direct (G) Rank 3
12,566.77 2.6 3.7 9.1 9.7 --
Birla SL Dynamic Bond -RP (G) Rank 3
9,796.61 4.9 3.2 9.2 11.1 10.3
HDFC Short Term Opp.- Direct (G) Rank 2
6,852.34 2.2 3.7 8.5 9.2 --
HDFC Medium Term Opport. - DP (G) Rank 2
6,908.92 2.8 3.7 9.3 9.8 --
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Jun 30, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Jun 30, 17)

Equity 0.00
Others 0.00
Debt 95.14
Mutual Funds 0.00
Money Market 0.00
Cash / Call 4.87

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Concentration

Holdings (%)
Top 5 61.16
Top 10 73.78
Sector (%)
Top 3 N.A.

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