Birla Sun Life Income Plus - Retail (G) (Plan B) NAV | Birla Sun Life Mutual Fund | Birla Sun Life Income Plus

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Average performance in the category

The scheme is ranked 3 in Debt Long 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-25-2012)

Period	Returns (%)	Rank #
1 mth	1.0	8
3 mth	2.2	23
6 mth	6.8	4
1 year	10.1	15
2 year	7.0	27
3 year	6.2	26
5 year	9.6	3

# Moneycontrol Rank within 88 Debt Long Term Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2012	2.2	-	-	-	-
2011	2.3	1.3	2.1	2.6	8.3
2010	0.6	1.2	0.6	0.9	3.2
2009	-6.2	3.1	-0.3	1.3	-1.2
2008	1.0	-0.3	1.9	19.9	23.1
2007	-0.4	2.0	5.7	4.3	12.3

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* Returns over 1 year are Annualised

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Performance

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

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	1.0	2.2	6.8	10.1	7.0	6.2	9.6
Category avg	0.6	1.6	4.2	7.4	5.0	4.0	3.4
Difference of Fund returns and Category returns	0.4	0.6	2.6	2.7	2.0	2.2	6.2
Best of category	1.6	2.6	8.7	13.5	10.0	8.9	11.0
Worst of category	0.3	0.3	2.3	3.4	-4.2	-0.8	-9.3

Investment Info

Investment Objective

An Open ended Income Scheme to generate consistent income through superior yields on its investments at moderate levels of risk through a diversified investment approach. This income may be complemented by price changes of instruments in the portfolio.

Scheme details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Oct 21, 1995
Benchmark	CRISIL Composite Bond Fund
Asset Size (Rs cr)	411.86 (Mar-31-2012)
Minimum Investment	Rs.5000
Last Dividend	N.A.
Bonus	N.A.
Fund Manager	Prasad Dhonde View performance of schemes managed by the Fund Manager
Notes	N.A

Load Details

Entry Load	N.A
Exit Load	0.25%
Load Comments	Exit load: 0.25% if redeemed / switched-out within 7 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 Long Term	Crisil Rank	Assets (Rs.cr)
Debt Long Term	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
DSP-BR Strategic Bond-Reg (G)	Rank 3	47.20	1.7	4.7	9.2	6.2	6.4
DSP-BR Strategic Bond-Inst (G)	Not Ranked	763.38	1.8	4.8	9.5	6.6	4.5
Templeton Corporate Bond Opp. (G)	Not Ranked	508.65	2.5	0.0	--	--	--
Templeton (I) Income Fund (G)	Rank 4	626.50	2.2	4.1	8.4	5.8	7.1
Kotak Bond (Regular) (G)	Rank 3	142.63	2.3	8.7	12.0	6.7	9.4
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 12)

Money Market	Rating	Value (Rs cr)	Asset %
Money Market Instruments		-	55.65
Canara Bank	CRISIL A1+	-	9.06
Punjab National Bank	CARE A1+	-	8.36
Axis Bank Ltd.	CRISIL A1+	-	6.44
Vijaya Bank	CARE A1+	-	6.36
UCO Bank	CRISIL A1+	-	4.85
Allahabad Bank	CRISIL A1+	-	4.84
State Bank Of Patiala	[ICRA] A1+	-	4.75
Andhra Bank	CARE A1+	-	4.54
Oriental Bank of Commerce	[ICRA] A1+	-	4.54