Good performance in the category
The scheme is ranked 2 in category by Crisil. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.
View Top ranked funds in this category
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| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.6 | 35 |
| 3 mth | 2.3 | 16 |
| 6 mth | 4.8 | 41 |
| 1 year | 9.9 | 22 |
| 2 year | 7.7 | 15 |
| 3 year | 6.9 | 10 |
| 5 year | 8.6 | 12 |
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2011 | 0.7 | - | - | - | 0.7 |
| 2010 | 0.5 | 1.5 | 1.1 | 0.5 | 3.8 |
| 2009 | -9.4 | 1.7 | -0.1 | 1.5 | -5.6 |
| 2008 | 1.0 | 0.5 | 1.6 | 19.0 | 22.9 |
| 2007 | 0.7 | 3.0 | 4.3 | 4.1 | 12.7 |
* Returns over 1 year are Annualised
Fund returns v/s Category average ()
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 0.6 | 2.3 | 4.8 | 9.9 | 7.7 | 6.9 | 8.6 |
| Category avg | 0.6 | -7.3 | 8.2 | -27.1 | -- | -6.1 | -- |
| Difference of Fund returns and Category returns | 0.0 | 9.6 | -3.4 | 37.0 | -- | 13.0 | -- |
| Best of category | -6.9 | -7.3 | -7.8 | -27.1 | -- | -6.1 | -- |
| Worst of category | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Investment Objective
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Mar 03, 1997 |
| Benchmark | N.A |
| Asset Size (Rs cr) | 282.38 (Mar-31-2011) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Maneesh Dangi / Prasad Dhonde View performance of schemes managed by the Fund Manager |
| Notes | All Indian schemes of Alliance Capital Mutual Fund have been acquired by Birla Sun Life AMC with effect from the close of business hours on September 23, 2005. |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.50% |
| Load Comments | Exit Load 0.50% of applicable NAV, for redemption/switch-out of units within 30 days from the date of allotment. |
| 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 |
| connect@birlasunlife.com | |
| Website | http://www.birlasunlife.com |
| Crisil Rank | Assets (Rs.cr) |
||||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Sundaram Capex Oppor.- IP (G) | Not Ranked |
0.32 | 0.0 | 0.0 | -- | -- | -- |
| ICICI Pru Real Est-Sec -RP (G) | Not Ranked |
303.28 | 0.0 | 0.0 | -- | -- | -- |
| Mirae Ultra STBF - SIP (G) | Not Ranked |
257.04 | 0.0 | 0.0 | -- | -- | -- |
| Mirae Liquid Fund - SIP (G) | Not Ranked |
231.07 | 0.0 | 0.0 | -- | -- | -- |
| Templeton (I) TMA- Liquid (G) | Not Ranked |
41.93 | 0.0 | 0.0 | -- | -- | -- |
| * Returns over 1 year are Annualised | More Ā» | ||||||
| Money Market | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Money Market Instruments | 0.04 | 99.47 | |
| Allahabad Bank | P1+ | 0.01 | 14.21 |
| Bank of India | P1+ | 0.01 | 13.89 |
| Vijaya Bank | PR1+ | 0.00 | 12.35 |
| Central Bank of India | PR1+ | 0.00 | 9.46 |
| Punjab and Sind Bank | A1+ | 0.00 | 7.29 |
| IDBI Bank Ltd. | P1+ | 0.00 | 7.11 |
| UCO Bank | P1+ | 0.00 | 7.10 |
| State Bank of Bikaner and Jaipur | P1+ | 0.00 | 6.95 |
| Oriental Bank of Commerce | P1+ | 0.00 | 6.95 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 99.47 |
| Cash / Call | 0.53 |
| Holdings | (%) |
|---|---|
| Top 5 | 149.38 |
| Top 10 | 184.78 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
Birla Sun Life MF announces changes in key personnel
Apr 28, 2012 at 11:30 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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