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Birla Sun Life Savings Fund - Institutional (G) (Plan C)

PLAN: Institutional Plan OPTIONS: Growth
322.287 0.13 (0.04%)

NAV as on 25 May, 2017

CRISIL MF RANK

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MODERATELY LOW

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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Ultra Short Term Debt category by Crisil (for quarter ended Mar 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close ING Treasury Advantage Fund has been merged with Birla Sun Life Savings Fund w.e.f. Otcober 11, 2014. Birla Sun Life Savings Fund - Insititutional Plan open for fresh subscriptions/switch-ins. Birla Sun Life Liquid Plus renamed as Birla Sun Life Savings Fund w.e.f 17-02-2009.
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Returns (NAV as on 25 May, 2017)

Period Returns (%) Rank #
1 mth 0.6 41
3 mth 1.9 43
6 mth 3.0 121
1 year 8.5 58
2 year 8.7 46
3 year 8.9 36
5 year 9.2 5

# Moneycontrol Rank within 207 Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 1.6 - - - -
2016 2.2 2.0 2.5 1.8 9.2
2015 2.2 2.0 2.2 1.9 8.9
2014 2.4 2.3 2.1 2.3 9.6
2013 2.0 2.1 2.1 2.5 9.5
2012 2.3 2.4 2.2 2.0 9.7

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

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

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.6 1.9 3.0 8.5 8.7 8.9 9.2
Category avg 0.5 1.6 2.7 7.1 7.3 7.3 7.2
Difference of Fund returns and Category returns 0.1 0.3 0.3 1.4 1.4 1.6 2.0
Best of category 1.2 3.8 6.0 10.0 9.8 9.8 9.8
Worst of category 0.1 0.8 -9.2 -5.9 1.0 -11.5 -0.1
Birla Sun Life Savings Fund - Institutional (G) (Plan C) Review by Crisil - Rating: 3 (Rank 3 out of 5)

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 Growth
Launch date Apr 16, 2003
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 8,767.55 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Kaustubh Gupta / Sunaina Da Cunha
View performance of schemes managed by the Fund Manager
Notes ING Treasury Advantage Fund has been merged with Birla Sun Life Savings Fund w.e.f. Otcober 11, 2014. Birla Sun Life Savings Fund - Insititutional Plan open for fresh subscriptions/switch-ins. 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 0.00%
Load Comments N.A.

Contact Details

Regd. Office Ahura Centre, Mahakali Caves Road, MIDC, Andheri (E), Mumbai, 400093
Tel. No. 022 4356 8000
Fax No. 022 43568110/ 8111
Email connect@birlasunlife.com
Website http://www.mutualfund.birlasunlife.com

Peer Comparison

Ultra Short Term Debt Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
SBI Ultra Short Term Debt - DP (G) Rank 2
7,623.43 1.8 3.2 7.8 8.5 --
Birla SL Saving Fund (DAP) Not Ranked
0.00 1.9 3.0 8.5 8.9 9.0
SBI SHDF - USTF - IP (G) Not Ranked
103.65 1.8 3.2 7.7 8.4 8.7
SBI Ultra Short Term Debt - RP (G) Rank 2
2,193.09 1.8 3.2 7.7 8.4 8.7
Birla SL Saving Fund - IP (G) Rank 3
8,767.55 1.9 3.0 8.5 8.9 9.2
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Apr 28, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Apr 28, 17)

Equity 0.00
Others 0.00
Debt 82.07
Mutual Funds N.A
Money Market 10.33
Cash / Call 7.66

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Concentration

Holdings (%)
Top 5 13.25
Top 10 21.59
Sector (%)
Top 3 N.A.

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