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Below average performance in the category

The scheme is ranked 4 in Index category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
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Benchmark Index:

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Returns (NAV as on May-25-2012)

Period	Returns (%)	Rank #
1 mth	-5.2	22
3 mth	-7.2	29
6 mth	0.8	22
1 year	-9.6	17
2 year	-0.7	18
3 year	5.4	19
5 year	2.5	8

# Moneycontrol Rank within 32 Index Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2012	13.8	-	-	-	-
2011	-5.6	-3.3	-12.2	-5.1	-25.7
2010	-	0.8	14.9	-0.6	16.9
2009	-	39.6	17.3	2.0	71.1
2008	-23.9	-15.9	1.3	-25.4	-52.9
2007	-6.9	20.5	19.0	20.6	53.7

View where it stands within its peers

* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (Index)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	-5.2	-7.2	0.8	-9.6	-0.7	5.4	2.5
Category avg	-5.2	-6.7	1.3	-8.7	-0.1	4.0	1.1
Difference of Fund returns and Category returns	0.0	-0.5	-0.5	-0.9	-0.6	1.4	1.4
Best of category	-4.9	-5.1	5.9	-7.3	1.5	10.1	3.9
Worst of category	-6.3	-8.4	-0.2	-13.6	-3.8	4.4	0.4
Benchmark returns #	-5.4	-6.8	4.5	-8.0	1.2	5.1	3.0
Difference of Fund returns and Benchmark returns	0.2	-0.4	-3.7	-1.6	-1.9	0.3	-0.5

# Benchmark Index: S&P CNX NIFTY

Investment Info

Investment Objective

An open-ended index-linked growth scheme with the objective to generate returns commensurate with the performance of Nifty subject to tracking errors.

Scheme details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Sep 17, 2002
Benchmark	S&P CNX NIFTY
Asset Size (Rs cr)	25.73 (Mar-31-2012)
Minimum Investment	Rs.5000
Last Dividend	N.A. View Dividend History
Bonus	N.A.
Fund Manager	Ajay Garg View performance of schemes managed by the Fund Manager
Notes	N.A

Load Details

Entry Load	N.A
Exit Load	0.50%
Load Comments	Exit Load of 0.50% for redemption /switch out of units within 7 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

Index	Crisil Rank	Assets (Rs.cr)
Index	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
GS Nifty BeES	Rank 1	564.16	-8.4	-0.2	-9.9	5.9	2.8
Franklin (I) Index - NSE (G)	Rank 3	162.22	-7.2	0.8	-9.2	6.0	2.6
Kotak Nifty ETF	Rank 1	107.02	-6.7	1.5	-8.3	--	--
GS Junior BeES	Not Ranked	85.61	-5.1	2.8	-13.1	10.1	3.2
GS S&P CNX 500 (G)	Not Ranked	79.86	-6.2	1.4	-10.3	4.4	--
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 12)

Equity	Sector	Value (Rs cr)	Asset %
ITC	Tobacco	-	7.48
Reliance	Oil & Gas	-	7.11
Infosys	Technology	-	6.71
ICICI Bank	Banking/Finance	-	5.75
HDFC	Banking/Finance	-	5.62
HDFC Bank	Banking/Finance	-	5.52
Larsen	Engineering	-	3.73
TCS	Technology	-	3.58
Tata Motors	Automotive	-	3.13
SBI	Banking/Finance	-	3.12