Birla Sun Life Short Term Fund (G) NAV | Birla Sun Life Mutual Fund | Birla Sun Life Short Term Fund (G) Investment

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Good performance in the category

The scheme is ranked 2 in Debt Long Term 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	0.6	35
3 mth	2.3	16
6 mth	4.8	41
1 year	9.9	22
2 year	7.7	15
3 year	6.9	10
5 year	8.6	12

# Moneycontrol Rank within 88 Debt Long Term Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2012	2.1	-	-	-	-
2011	2.0	2.0	2.4	2.2	9.5
2010	0.5	1.5	1.1	0.5	3.8
2009	-9.4	1.7	-0.1	1.5	-5.6
2008	1.0	0.5	1.6	19.0	22.9
2007	0.6	3.0	4.3	4.1	12.7

View where it stands within its peers

* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (Debt Long Term)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	0.6	2.3	4.8	9.9	7.7	6.9	8.6
Category avg	0.6	1.6	4.2	7.4	5.0	4.0	3.4
Difference of Fund returns and Category returns	0.0	0.7	0.6	2.5	2.7	2.9	5.2
Best of category	1.6	2.6	8.7	13.5	10.0	8.9	11.0
Worst of category	0.3	0.3	2.3	3.4	-4.2	-0.8	-9.3

Investment Info

Investment Objective

An open-ended income scheme with the objective to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities.

Scheme details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Mar 03, 1997
Benchmark	CRISIL Composite Bond Fund
Asset Size (Rs cr)	418.13 (Mar-31-2012)
Minimum Investment	Rs.5000
Last Dividend	N.A.
Bonus	N.A.
Fund Manager	Prasad Dhonde View performance of schemes managed by the Fund Manager
Notes	Birla Sun Life Income Fund renamed as Birla Sun Life Short Term Fund, with effect from February 1, 2012.

Load Details

Entry Load	N.A
Exit Load	0.50%
Load Comments	Exit Load 0.50% of applicable NAV, for redemption/switch-out of units within 30 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

Debt Long Term	Crisil Rank	Assets (Rs.cr)
Debt Long Term	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
DSP-BR Strategic Bond-Reg (G)	Rank 3	47.20	1.7	4.7	9.2	6.2	6.4
DSP-BR Strategic Bond-Inst (G)	Not Ranked	763.38	1.8	4.8	9.5	6.6	4.5
Templeton Corporate Bond Opp. (G)	Not Ranked	508.65	2.5	0.0	--	--	--
Templeton (I) Income Fund (G)	Rank 4	626.50	2.2	4.1	8.4	5.8	7.1
Kotak Bond (Regular) (G)	Rank 3	142.63	2.3	8.7	12.0	6.7	9.4
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 12)

Debt	Rating	Value (Rs cr)	Asset %
Power Finance Corporation Ltd.**	CRISIL AAA	-	9.97
LIC Housing Finance Ltd.**	CRISIL AAA	-	7.28
Housing Development Finance Corporation Ltd.**	CRISIL AAA	-	6.65
Sundaram Finance Ltd.**	[ICRA] AA+	-	5.31
Infrastructure Development Finance Company Ltd.**	[ICRA] AAA	-	4.58
Housing Development Finance Corporation Ltd.	CRISIL AAA	-	3.34
Shriram Transport Finance Company Ltd.**	CARE AA+	-	3.33
Mahindra & Mahindra Financial Service Ltd.**	CRISIL AA+	-	3.31
National Housing Bank**	CRISIL AAA	-	3.27
Tata Motors Ltd.**	CRISIL AAA(SO)	-	3.14