Birla Sun Life MIP II -Wealth 25 Plan (G) NAV | Birla Sun Life Mutual Fund | Birla Sun Life MIP II -Wealth 25 Plan (G) Investment

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Good performance in the category

The scheme is ranked 2 in MIP Aggressive 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-25-2012)

Period	Returns (%)	Rank #
1 mth	-1.1	38
3 mth	0.6	22
6 mth	3.7	28
1 year	5.2	24
2 year	5.7	12
3 year	7.3	10
5 year	6.4	17

# Moneycontrol Rank within 48 MIP Aggressive Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2012	5.8	-	-	-	-
2011	-0.9	1.2	-0.6	-1.2	-0.8
2010	1.0	0.8	4.0	0.7	7.6
2009	-2.2	12.2	4.1	2.9	20.3
2008	-11.3	-4.6	-1.8	5.9	-12.3
2007	-1.5	5.1	5.5	6.1	15.5

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* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (MIP Aggressive)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	-1.1	0.6	3.7	5.2	5.7	7.3	6.4
Category avg	-0.7	0.6	3.7	4.5	3.5	3.7	3.5
Difference of Fund returns and Category returns	-0.4	0.0	0.0	0.7	2.2	3.6	2.9
Best of category	0.7	2.5	7.7	10.8	8.5	11.3	11.3
Worst of category	-1.6	-1.0	0.8	1.0	1.5	3.1	2.8

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)	240.28 (Mar-31-2012)
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 Aggressive	Crisil Rank	Assets (Rs.cr)
MIP Aggressive	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
FT India MIP (G)	Rank 4	321.52	0.4	4.2	6.0	6.6	7.0
HSBC MIP - Savings Plan (G)	Rank 3	282.85	0.0	4.8	5.1	7.5	7.9
DSP BlackRock MIP Fund (G)	Rank 2	192.86	1.2	7.7	10.8	8.6	8.0
LIC NOMURA Floater MIP-Plan A (G)	Rank 4	97.76	-0.6	1.7	3.0	6.2	7.4
Tata MIP Plus Fund (G)	Rank 3	82.65	0.4	5.4	6.8	6.8	6.7
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 12)

Debt	Rating	Value (Rs cr)	Asset %
LIC Housing Finance Ltd.**	CRISIL AAA	-	16.80
Power Finance Corporation Ltd.**	CRISIL AAA	-	9.45
IDBI Bank Ltd.**	CRISIL AA+	-	6.80
IDBI Bank Ltd.**	CRISIL AA+	-	5.11
Power Finance Corporation Ltd.**	CRISIL AAA	-	4.56
Reliance Ports & Terminals Ltd.**	CARE AAA	-	4.55
Tata Capital Ltd.**	CARE AA+	-	2.67
Yes Bank Ltd.**	[ICRA] AA	-	1.71
Reliance Utilities & Power Private Ltd.**	CARE AAA	-	1.12
The South Indian Bank Ltd.		-	1.09