Birla Sun Life Savings Fund - Insititutional (FD) (Plan A) NAV | Birla Sun Life Mutual Fund | Birla Sun Life Savings Fund

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Average performance in the category

The scheme is ranked 3 in Ultra Short Term Debt - Institutional category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
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Returns (NAV as on Feb-11-2011)

Period	Returns (%)	Rank #
1 mth	0.8	30
3 mth	2.5	18
6 mth	4.8	19
1 year	9.8	11
2 year	8.5	17
3 year	7.3	9
5 year	7.9	2

# Moneycontrol Rank within 47 Ultra Short Term Debt - Institutional Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2011	0.2	-	-	-	0.2
2010	0.2	0.1	0.2	0.1	0.8
2009	0.3	0.2	0.3	0.3	1.0
2008	0.2	1.1	0.4	0.4	1.8
2007	-0.7	0.4	0.1	0.2	-0.1

View where it stands within its peers

* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (Ultra Short Term Debt - Institutional)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	0.8	2.5	4.8	9.8	8.5	7.3	7.9
Category avg	0.7	2.3	4.5	9.0	7.9	5.9	3.3
Difference of Fund returns and Category returns	0.1	0.2	0.3	0.8	0.6	1.4	4.6
Best of category	1.2	2.7	5.6	10.3	8.8	8.4	8.1
Worst of category	0.5	2.0	3.7	7.8	4.4	4.3	1.7

Investment Info

Investment Objective

The primary objective of the schemes is to generate regular income through investments in debt and money market instruments Income maybe generated through the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio The schemes will under normal market conditions, invest its net assets in fixed income securities, money market instruments, cash and cash equivalents.

Scheme details

Fund Type	Open-Ended
Investment Plan	Dividend
Launch date	Nov 22, 2001
Benchmark	CRISIL Short Term Bond Fund
Asset Size (Rs cr)	5,271.46 (Mar-31-2011)
Minimum Investment	Rs.50000000
Last Dividend	Rs.0.03 (Feb-11-2011)
Bonus	N.A.
Fund Manager	Kaustubh Gupta View performance of schemes managed by the Fund Manager
Notes	Birla Sun Life Liquid Plus renamed as Birla Sun Life Savings Fund w.e.f 17-02-2009.

Load Details

Entry Load	N.A
Exit Load	0.25%
Load Comments	Exit Load of 0.25% for redemption /switch out of units within 1 month 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

Ultra Short Term Debt - Institutional	Crisil Rank	Assets (Rs.cr)
Ultra Short Term Debt - Institutional	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
Templeton USBF - IP (G)	Rank 4	320.60	2.5	4.9	9.8	7.3	--
DSP-BR Money Manager -IP (G)	Rank 3	1,367.28	2.4	4.7	9.5	6.8	7.3
Kotak Flexi Debt - IP (G)	Rank 5	1,206.06	2.2	4.6	9.6	7.3	--
JPMorgan Treasury - SIP (G)	Rank 4	1,122.76	2.4	4.8	9.7	7.3	--
HSBC FRF- LTP (Inst Plan) (G)	Rank 2	337.29	2.5	4.9	9.7	7.1	7.9
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Mar 31, 11)

Money Market	Rating	Value (Rs cr)	Asset %
Money Market Instruments		3,027.59	57.43
IndusInd Bank Ltd.	P1+	600.46	11.39
UCO Bank	P1+	459.67	8.72
Central Bank of India	PR1+	378.59	7.18
HDFC Bank Ltd.	A1+	283.54	5.38
IDBI Bank Ltd.	P1+	269.07	5.10
Reliance Capital Ltd.	A1+	234.86	4.46
ICICI Bank Ltd.	PR1+	191.58	3.63
Indian Overseas Bank	A1+	157.83	2.99
Punjab National Bank	PR1+	128.99	2.45