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Birla Sun Life Income Plus - Retail (QD) (Plan A)

PLAN: Retail Plan OPTIONS: Quarterly Dividend
13.170 0.01 (0.10%)

NAV as on 18 Aug, 2017

CRISIL MF RANK

Riskometer

MODERATE

MODERATE

  • Principal at moderate risk.
FUND FAMILY : Birla Sun Life Mutual Fund FUND CLASS : Debt Long Term
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Debt Long Term category by Crisil (for quarter ended Jun 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close ING Income Fund has been merged with Birla Sun Life Income Plus w.e.f. Otcober 11, 2014.
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Returns (NAV as on 18 Aug, 2017)

Period Returns (%) Rank #
1 mth 0.6 70
3 mth 3.5 25
6 mth 5.9 18
1 year 8.3 78
2 year 7.5 72
3 year 9.2 51
5 year 8.7 36

# Moneycontrol Rank within 145 Debt Long Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 -3.9 1.2 - - -
2016 0.4 -0.2 4.0 -0.4 4.6
2015 0.5 -3.6 1.6 -3.1 -4.3
2014 2.1 2.0 -0.5 5.1 8.9
2013 0.4 1.5 -6.1 1.1 -3.0
2012 -0.1 -0.8 0.5 0.1 0.1

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 Long Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.6 1.3 1.3 -0.9 7.5 9.2 8.7
Category avg 0.5 2.6 4.3 7.6 8.5 8.7 7.2
Difference of Fund returns and Category returns 0.1 -1.3 -3.0 -8.5 -1.0 0.5 1.5
Best of category 2.1 5.3 8.2 13.3 12.9 13.4 12.1
Worst of category -0.6 -0.9 -6.2 -3.9 1.2 3.7 4.7
Birla Sun Life Income Plus - Retail (QD) (Plan A) Review by Crisil - Rating: 3 (Rank 3 out of 5)

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 Dividend
Launch date Oct 21, 1995
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 1,565.19 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend Rs.0.21 (Jun-15-2017)
Bonus N.A.
Fund Manager Pranay Sinha / Ashish Kela
View performance of schemes managed by the Fund Manager
Notes ING Income Fund has been merged with Birla Sun Life Income Plus w.e.f. Otcober 11, 2014.

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

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 Long Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Dynamic Bond (G) Rank 2
2,589.50 3.4 5.5 8.9 11.0 9.7
Reliance Dynamic Bond - Direct (G) Rank 3
1,734.89 3.6 5.8 9.6 11.7 --
IDFC SSIF-Investment Plan B (G) Not Ranked
10.84 0.0 0.0 -- -- --
SBI Dynamic Bond Fund (G) Rank 1
1,737.87 3.1 5.3 10.9 11.4 9.4
SBI Dynamic Bond Fund - Direct (G) Rank 1
1,397.40 3.3 5.6 11.7 12.1 --
* 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 87.47
Mutual Funds 0.00
Money Market 0.00
Cash / Call 12.51

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Concentration

Holdings (%)
Top 5 46.44
Top 10 64.72
Sector (%)
Top 3 N.A.

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