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ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in MIP Conservative category by Crisil. If you are invested in this scheme, its time to switch to a better performing scheme.
View Top ranked funds in this category

Close 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.

View Historic Graph From To

Returns (NAV as on May-20-2013)

Period	Returns (%)	Rank #
1 mth	2.8	6
3 mth	4.2	8
6 mth	6.5	9
1 year	12.4	9
2 year	9.2	8
3 year	8.2	5
5 year	9.1	2

# Moneycontrol Rank within 21 MIP Conservative Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-0.3	-	-	-	-
2012	3.8	1.0	3.3	2.2	11.3
2011	0.7	1.1	0.6	0.5	3.2
2010	1.2	1.9	2.9	1.0	7.7
2009	-0.4	9.0	3.4	2.4	17.1
2008	-6.4	-2.0	0.6	5.7	-2.9

View where it stands within its peers

* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (MIP Conservative)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	2.8	4.2	6.5	12.4	9.2	8.2	9.1
Category avg	2.1	3.4	5.4	10.7	6.7	4.9	4.4
Difference of Fund returns and Category returns	0.7	0.8	1.1	1.7	2.5	3.3	4.7
Best of category	3.3	4.7	8.3	16.6	11.6	9.5	11.0
Worst of category	0.8	2.0	2.7	7.9	7.6	6.3	4.2

Birla Sun Life Monthly Income (G) Review by Crisil - Rating: 1 (Rank 5 out of 5)

Investment Info

Investment Objective

An open-ended income scheme with the primary investment objective to generate regular income so as to make monthly and quarterly distributions to Unit holders and the secondary objective as growth of capital. Monthly income is not ssured and is subject to availability of distributable surplus.

Scheme details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Jul 14, 1999
Benchmark	CRISIL MIP Blended Fund
Asset Size (Rs cr)	381.46 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	N.A.
Bonus	N.A.
Fund Manager	Satyabrata Mohanty / Kaustubh Gupta 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.

Load Details

Entry Load	N.A
Exit Load	0.25%
Load Comments	Exit Load of 0.25% if redeemed 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

MIP Conservative	Crisil Rank	Assets (Rs.cr)
MIP Conservative	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
SBI Magnum MIP (G)	Rank 1	241.29	4.7	8.3	16.6	9.1	6.4
ICICI Pru MIP (G)	Rank 3	773.79	4.5	7.1	13.2	8.7	8.3
Birla SL Monthly Income (G)	Rank 5	381.46	4.2	6.5	12.4	8.2	9.1
UTI Monthly Income Scheme (G)	Rank 3	309.47	4.4	6.7	13.4	8.2	8.8
Birla SL MIP II-Savings 5 (G)	Rank 2	289.92	4.7	7.5	13.5	9.5	11.0
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Debt	Rating	Value (Rs cr)	Asset %
IDBI Bank Ltd **	CRISIL AA+	78.68	21.41
Power Finance Corporation Ltd **	CRISIL AAA	46.38	12.62
Reliance Utilities & Power Pvt Ltd **	CARE AAA(SO)	32.71	8.90
Power Grid Corporation of India Ltd **	CRISIL AAA	29.44	8.01
8.6% Kerala SDL (MD 23/01/2023)	SOV	25.69	6.99
ICICI Bank Ltd **	CARE AAA	25.52	6.94
8.20% GOI (MD 24/09/2025)	SOV	13.95	3.80
Infrastructure Development Finance Company Ltd **	ICRA AAA	12.76	3.47
Power Finance Corporation Ltd	CRISIL AAA	10.19	2.77
LIC Housing Finance Ltd **	CRISIL AAA	8.01	2.18