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SET SMS ALERT Fund Family Birla Sun Life Mutual Fund
Fund Class Ultra Short Term Debt
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
No Data to display
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.6 | 35 |
| 3 mth | 2.3 | 48 |
| 6 mth | 4.5 | 46 |
| 1 year | 9.0 | 63 |
| 2 year | 9.3 | 62 |
| 3 year | 8.6 | 60 |
| 5 year | 7.7 | 41 |
# Moneycontrol Rank within 127 Ultra Short Term Debt Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2011 | 0.2 | - | - | - | 0.2 |
| 2010 | 0.2 | 0.1 | 0.2 | 0.1 | 0.7 |
| 2009 | 0.3 | 0.2 | 0.3 | 0.2 | 0.9 |
| 2008 | 0.2 | 2.0 | -3.0 | 1.5 | -1.3 |
| 2007 | -0.7 | 0.5 | 0.1 | 0.2 | - |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Ultra Short Term Debt)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 0.6 | 2.3 | 4.5 | 9.0 | 9.3 | 8.6 | 7.7 |
| Category avg | 0.5 | 2.3 | 4.3 | 8.6 | 8.3 | 7.4 | 4.7 |
| Difference of Fund returns and Category returns | 0.1 | 0.0 | 0.2 | 0.4 | 1.0 | 1.2 | 3.0 |
| Best of category | 1.7 | 4.8 | 8.0 | 12.6 | 11.2 | 10.2 | 9.1 |
| Worst of category | -0.2 | 1.8 | 3.6 | 6.4 | -11.6 | -8.0 | -2.6 |
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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Apr 16, 2003 |
| Benchmark | CRISIL Short Term Bond Fund |
| Asset Size (Rs cr) | 587.06 (Mar-31-2011) |
| Minimum Investment | Rs.10000 |
| 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. |
| 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 |
| 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 |
| connect@birlasunlife.com | |
| Website | http://www.birlasunlife.com |
| Ultra Short Term Debt | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| UTI Treasury Advtg - RP (G) | Not Ranked |
440.94 | 2.3 | 4.4 | 8.9 | 8.5 | 7.6 |
| UTI Treasury Advtg -Inst (G) | Rank 2 |
7,162.79 | 2.3 | 4.6 | 9.3 | 8.9 | 8.0 |
| HDFC CMF-Treasury Advg (G) | Rank 2 |
8,025.13 | 2.1 | 4.1 | 8.3 | 8.2 | 7.4 |
| HDFC CMF-Treasury Advg- WP(G) | Not Ranked |
2,022.96 | 2.3 | 4.4 | 8.9 | 8.7 | 7.8 |
| Reliance Money Mgr - IP (G) | Rank 1 |
5,816.17 | 2.3 | 4.5 | 9.1 | 8.8 | 8.0 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| No Holdings Data Available | |||
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 0.00 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
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