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

PLAN: Institutional Plan OPTIONS: Growth
288.699 0.03 (0.01%)

NAV as on 11 Feb, 2016

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 Nov 1999) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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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 11 Feb, 2016)

Period Returns (%) Rank #
1 mth 0.5 98
3 mth 1.7 59
6 mth 3.8 55
1 year 8.7 43
2 year 9.1 39
3 year 9.3 21
5 year 9.4 7

# Moneycontrol Rank within 194 Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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
2011 2.0 2.1 2.2 2.2 9.1

View where it stands within its peers

* Returns over 1 year are Annualised

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 0.5 1.7 3.8 8.7 9.1 9.3 9.4
Category avg 0.5 1.5 3.3 7.4 7.8 7.7 7.4
Difference of Fund returns and Category returns 0.0 0.2 0.5 1.3 1.3 1.6 2.0
Best of category 0.7 2.2 4.6 9.9 11.1 10.0 9.9
Worst of category 0.1 0.8 -5.5 -1.5 3.5 5.1 0.8
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) 5,729.77 (Dec-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Kaustubh Gupta
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 (%)
Reliance Money Mgr -Direct (G) Not Ranked
6,343.12 1.7 3.8 8.7 9.3 --
ICICI Pru Flexi Income (G) Rank 3
8,490.87 1.7 3.8 8.7 9.2 9.3
UTI Treasury Advantage -Direct (G) Not Ranked
6,143.45 1.8 4.1 8.8 9.3 --
Birla SL Saving - Direct (G) Not Ranked
6,065.85 1.7 3.9 8.8 9.4 --
ICICI Pru Flexi Income -Direct (G) Not Ranked
7,541.35 1.7 3.9 8.8 9.3 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 15)

Debt Rating Value
(Rs cr)
Asset %
8.12% GOI (MD 10/12/2020) SOV 315.14 5.50
Indiabulls Housing Finance Ltd CARE AAA 295.08 5.15
Dewan Housing Finance Corporation Ltd CARE AAA 207.42 3.62
Indiabulls Housing Finance Ltd CARE AAA 170.17 2.97
Power Finance Corporation Ltd CRISIL AAA 162.15 2.83
Hinduja Leyland Finance Ltd CARE A+ 132.36 2.31
Dewan Housing Finance Corporation Ltd CARE AAA 127.77 2.23
Religare Finvest Ltd IND AA- 111.73 1.95
7.83% GOI (MD 11/04/2018) SOV 109.44 1.91
Talwandi Sabo Power Ltd CRISIL AA (SO) 92.25 1.61

Full Portfolio

Sector Allocation (Dec 31, 15)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Dec 31, 15)

Equity 0.00
Others 0.00
Debt 57.38
Mutual Funds N.A
Money Market 43.64
Cash / Call -1.05

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Concentration

Holdings (%)
Top 5 20.07
Top 10 30.08
Sector (%)
Top 3 N.A.

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