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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in MIP Conservative 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.
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View Historic Graph From To

Returns (NAV as on May-21-2013)

Period	Returns (%)	Rank #
1 mth	3.3	2
3 mth	4.8	1
6 mth	7.6	2
1 year	13.7	4
2 year	11.4	2
3 year	9.6	1
5 year	11.0	1

# Moneycontrol Rank within 21 MIP Conservative Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	0.7	-	-	-	-
2012	2.9	1.8	3.4	2.0	11.1
2011	1.1	1.7	1.7	2.1	7.0
2010	1.1	1.4	2.0	1.2	6.0
2009	-8.0	5.4	1.9	1.4	1.6
2008	4.8	2.2	7.3	14.4	28.5

View where it stands within its peers

* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (MIP Conservative)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	3.3	4.8	7.6	13.7	11.4	9.6	11.0
Category avg	2.0	3.4	5.3	10.7	6.7	4.9	4.4
Difference of Fund returns and Category returns	1.3	1.4	2.3	3.0	4.7	4.7	6.6
Best of category	3.3	4.8	8.3	16.6	11.6	9.6	11.0
Worst of category	0.7	1.9	2.3	7.8	7.5	6.2	4.2

Birla Sun Life MIP II -Savings 5 Plan (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)

Investment Info

Investment Objective

An Open-ended income scheme with the objective to generate regular income so as to make monthly payment or distribution to unit holders with the secondary objective being growth of capital. Monthly Income is not assured and is subject to availability of distributable surplus.

Scheme details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Apr 30, 2004
Benchmark	CRISIL MIP Blended Fund
Asset Size (Rs cr)	289.92 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	N.A.
Bonus	N.A.
Fund Manager	Satyabrata Mohanty / Kaustubh Gupta View performance of schemes managed by the Fund Manager
Notes	N.A

Load Details

Entry Load	N.A
Exit Load	1.00%
Load Comments	Exit Load of 1% if redeemed within 365 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

MIP Conservative	Crisil Rank	Assets (Rs.cr)
MIP Conservative	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
SBI Magnum MIP (G)	Rank 1	241.29	4.7	8.3	16.6	9.0	6.4
ICICI Pru MIP (G)	Rank 3	773.79	4.6	7.1	13.3	8.7	8.4
Birla SL Monthly Income (G)	Rank 5	381.46	4.2	6.4	12.5	8.2	9.2
UTI Monthly Income Scheme (G)	Rank 3	309.47	4.3	6.6	13.5	8.2	8.9
Birla SL MIP II-Savings 5 (G)	Rank 2	289.92	4.8	7.6	13.7	9.6	11.0
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Debt	Rating	Value (Rs cr)	Asset %
IDBI Bank Ltd **	CRISIL AA+	51.60	18.08
Power Finance Corporation Ltd **	CRISIL AAA	51.54	18.06
Reliance Utilities & Power Pvt Ltd **	CARE AAA(SO)	40.26	14.11
8.20% GOI (MD 24/09/2025)	SOV	24.80	8.69
Food Corporation Of India	CRISIL AAA(SO)	20.55	7.20
8.33% GOI 2026 (M/D 09/07/2026)	SOV	14.62	5.12
ICICI Bank Ltd **	CARE AAA	14.29	5.01
Sundaram Finance Ltd **	ICRA AA+	6.46	2.27
Power Grid Corporation of India Ltd **	CRISIL AAA	5.10	1.79
Small Industries Dev Bank of India **	CRISIL AAA	4.00	1.40