Birla Sun Life Index Fund (G) NAV | Birla Sun Life Mutual Fund | Birla Sun Life Index Fund (G) Investment

MARKET RADAR

SENSEX NIFTY Refresh

You are here : Moneycontrol > Mutual Funds > Index > Birla Sun Life Mutual Fund > Birla Sun Life Index Fund (G)

SNAPSHOT

SNAPSHOT

Performance

Investment Info

Peers

Portfolio

News and Videos

News Videos

ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Index category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category

Benchmark Index:

View Historic Graph From To

Returns (NAV as on Jun-18-2013)

Period	Returns (%)	Rank #
1 mth	-5.2	31
3 mth	1.3	29
6 mth	-2.1	23
1 year	13.3	29
2 year	4.6	26
3 year	2.1	23
5 year	4.7	11

# Moneycontrol Rank within 33 Index Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-4.7	-	-	-	-
2012	13.8	-0.4	7.9	2.6	26.6
2011	-5.6	-3.3	-12.2	-5.1	-25.7
2010	-	0.8	14.9	-0.6	16.9
2009	-	39.6	17.3	2.0	71.1
2008	-23.9	-15.9	1.3	-25.4	-52.9

View where it stands within its peers

* Returns over 1 year are Annualised

Returns Calculator SIP Calculator

EXPAND ALL

Performance

Fund returns v/s Category average (Index)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	-5.2	1.3	-2.1	13.3	4.6	2.1	4.7
Category avg	-5.0	1.8	-1.9	14.6	4.7	2.1	2.7
Difference of Fund returns and Category returns	-0.2	-0.5	-0.2	-1.3	-0.1	0.0	2.0
Best of category	-4.2	4.8	-0.2	24.3	7.1	4.3	9.7
Worst of category	-5.6	-0.1	-4.7	7.3	3.1	0.9	3.8
Benchmark returns #	-5.4	1.3	-1.8	14.1	5.2	2.8	5.3
Difference of Fund returns and Benchmark returns	0.2	0.0	-0.3	-0.8	-0.6	-0.7	-0.6

Birla Sun Life Index Fund (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)

# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

An open-ended index-linked growth scheme with the objective to generate returns commensurate with the performance of Nifty subject to tracking errors.

Scheme details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Sep 17, 2002
Benchmark	CNX NIFTY
Asset Size (Rs cr)	26.74 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	N.A. View Dividend History
Bonus	N.A.
Fund Manager	Ajay Garg 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 of 0.50% for redemption /switch out of units 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

Index	Crisil Rank	Assets (Rs.cr)
Index	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
GS Nifty BeES	Rank 2	482.21	1.7	-2.6	13.8	2.8	5.1
Franklin (I) Index - NSE (G)	Rank 3	137.17	1.5	-1.9	14.0	2.8	5.2
UTI Nifty Index Fund (G)	Rank 4	151.18	1.4	-2.0	14.3	2.8	5.0
IDBI Nifty Index Fund (G)	Rank 3	122.71	1.4	-1.8	14.0	3.1	--
GS Junior BeES	Not Ranked	88.12	4.2	-3.4	24.2	2.3	9.7
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (May 31, 13)

Equity	Sector	Value (Rs cr)	Asset %
ITC	Tobacco	1.88	7.59
HDFC	Banking/Finance	1.39	5.62
ICICI Bank	Banking/Finance	1.35	5.43
Reliance	Oil & Gas	1.34	5.40
HDFC Bank	Banking/Finance	1.30	5.24
Infosys	Technology	1.18	4.75
TCS	Technology	0.77	3.12
Larsen	Engineering	0.77	3.09
HUL	Cons NonDurable	0.62	2.48
ONGC	Oil & Gas	0.59	2.37