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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL.
View Top ranked funds in other categories

Close Birla Sun Life Medium Term Plan: Weekly Dividend, Fortnightly Dividend, and Monthly Dividend has been renamed as Quarterly Dividend Plan, Half Yearly Dividend Plan and Dividend Plan respectively w.e.f. July 2, 2012.

View Historic Graph From To

Returns (NAV as on Jun-18-2013)

Period	Returns (%)	Rank #
1 mth	1.8	1
3 mth	2.5	1
6 mth	0.8	1
1 year	3.9	1
2 year	2.1	2
3 year	1.6	2
5 year	-	-

# Moneycontrol Rank within 82 Debt Short Term Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-1.3	-	-	-	-
2012	-	-0.1	1.0	2.1	3.5
2011	0.2	-	-	-	0.4
2010	0.3	0.1	0.2	0.1	0.8
2009	0.1	0.2	0.3	0.4	0.9

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* Returns over 1 year are Annualised

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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	1.8	2.5	0.8	3.9	2.1	1.6	--
Category avg	0.3	2.7	4.8	9.5	9.0	7.1	3.7
Difference of Fund returns and Category returns	1.5	-0.2	-4.0	-5.6	-6.9	-5.5	--
Best of category	1.8	4.6	7.0	12.5	11.5	10.3	10.0
Worst of category	-2.3	-0.4	-2.3	-2.8	-1.3	-1.4	-0.4

Investment Info

Investment Objective

The primary investment objective of the Scheme is to generate regular income through investments in debt & money market instruments in order to make regular dividend payments to unit holders & secondary objective is growth of capital.

Scheme details

Fund Type	Open-Ended
Investment Plan	Dividend
Launch date	Mar 25, 2009
Benchmark	CRISIL Short Term Bond Fund
Asset Size (Rs cr)	22.17 (Mar-30-2013)
Minimum Investment	Rs.10000000
Last Dividend	Rs.0.19 (May-17-2013)
Bonus	N.A.
Fund Manager	Rohit Murarka View performance of schemes managed by the Fund Manager
Notes	Birla Sun Life Medium Term Plan: Weekly Dividend, Fortnightly Dividend, and Monthly Dividend has been renamed as Quarterly Dividend Plan, Half Yearly Dividend Plan and Dividend Plan respectively w.e.f. July 2, 2012.

Load Details

Entry Load	N.A
Exit Load	2.00%
Load Comments	Exit load 2% for redemption / switch-out of units within 365 days from the date of allotment and exit load of 1% for redemption / switch-out of units after 365 days but before 730 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 Short Term	Crisil Rank	Assets (Rs.cr)
Debt Short Term	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
Birla SL Dynamic Bond -RP (G)	Rank 3	14,567.05	4.0	6.5	12.0	9.5	9.7
Templeton (I) ST Income (G)	Rank 5	5,197.92	3.4	5.8	11.2	9.0	9.6
Templeton (I) STIF - Inst. (G)	Not Ranked	490.67	3.5	6.0	11.5	9.2	9.8
Birla SL Short Term Fund (DAP)	Not Ranked	0.02	2.9	5.2	10.7	8.9	--
Birla SL Short Term Fund (G)	Rank 1	2,994.48	2.9	5.2	10.7	8.9	8.4
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (May 31, 13)

Debt	Rating	Value (Rs cr)	Asset %
DLF Ltd	ICRA A	108.12	11.91
Indiabulls Housing Finance Ltd	CARE AA+	99.08	10.92
IL&FS Transportation Networks Ltd	ICRA A	84.74	9.34
RKN RETAIL PVT. Ltd	BWR A-(SO)	81.95	9.03
Prime Publishing Private Ltd	BWR A-(SO)	80.32	8.85
TRIL Infopark Ltd	BWR A(SO)	55.31	6.09
Mandava Holdings Private Limited	BWR AA+ (SO)	50.71	5.59
Jay Properties Ltd	BWR A-(SO)	48.01	5.29
RHC Holding Pvt Ltd	BWR A1(SO)	44.97	4.95
Floreat Investments Ltd	ICRA AA+(SO)	40.94	4.51