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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 | 0.8 | 35 |
| 3 mth | 2.4 | 44 |
| 6 mth | 4.5 | 40 |
| 1 year | 9.3 | 51 |
| 2 year | 9.5 | 46 |
| 3 year | 8.6 | 54 |
| 5 year | 7.7 | 41 |
# Moneycontrol Rank within 126 Ultra Short Term Debt Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2011 | 0.2 | - | - | - | 0.2 |
| 2010 | 0.2 | 0.5 | 0.6 | 0.6 | 1.3 |
| 2009 | 0.1 | 0.5 | 0.4 | 0.4 | 0.9 |
| 2008 | 0.1 | 0.1 | 0.2 | 0.3 | 0.9 |
| 2007 | -0.2 | 0.8 | 0.3 | 0.2 | 0.6 |
* 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 | 0.8 | 2.4 | 4.5 | 9.3 | 9.5 | 8.6 | 7.7 |
| Category avg | 0.8 | 2.4 | 4.4 | 8.6 | 8.4 | 7.4 | 4.7 |
| Difference of Fund returns and Category returns | 0.0 | 0.0 | 0.1 | 0.7 | 1.1 | 1.2 | 3.0 |
| Best of category | 2.6 | 5.0 | 9.3 | 13.7 | 11.6 | 10.0 | 8.9 |
| Worst of category | 0.5 | 1.7 | 3.6 | -27.4 | -11.5 | -8.0 | -2.6 |
Investment Objective
An open-ended short term 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 with relatively low levels of interest rate risk.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Apr 18, 2002 |
| Benchmark | CRISIL Short Term Bond Fund |
| Asset Size (Rs cr) | 361.26 (Mar-31-2011) |
| Minimum Investment | Rs.10000 |
| Last Dividend | Rs.0.03 (Mar-30-2010) |
| Bonus | N.A. |
| Fund Manager | Kaustubh Gupta / Lokesh Mallya View performance of schemes managed by the Fund Manager |
| Notes | All�Indian schemes of Alliance Capital Mutual Fund have been acquired by Birla Sun Life AMC with effect from the close of business hours on September 23, 2005. |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| 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 (%) | |||
| SBI SHDF - USTBF - IP (G) | Not Ranked |
939.25 | 2.2 | 4.4 | 9.2 | 8.7 | 7.8 |
| SBI Ultra Short Term Bond - RP (G) | Rank 2 |
3,019.05 | 2.2 | 4.4 | 9.0 | 8.6 | 7.5 |
| JPMorgan Treasury - RP (G) | Not Ranked |
28.34 | 2.0 | 4.1 | 8.8 | 8.5 | 6.0 |
| JPMorgan Treasury - SIP (G) | Rank 1 |
1,747.72 | 2.1 | 4.4 | 9.4 | 8.8 | -- |
| UTI Treasury Advtg -Inst (G) | Rank 2 |
7,162.79 | 2.3 | 4.6 | 9.5 | 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. |
Birla SL MF to step up equity exposure to expand reach
May 05, 2013 at 12:43 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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