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Birla Sun Life Cash Plus - Institutional Premium Plan (G)

PLAN: Institutional Premium Plan OPTIONS: Growth
217.588 0.05 (0.02%)

NAV as on 21 Nov, 2014

CRISIL MF RANK

Scheme Risk Grade

  LOW RISK

LOW RISK

  • For investors looking at income with capital growth over short term.
  • Ideal for anyone looking for a fixed and safe source of income.
FUND FAMILY : Birla Sun Life Mutual Fund FUND CLASS : Liquid
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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Liquid category by Crisil (for quarter ended Mar 2014) down from Rank 3 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close ING Liquid Fund has been merged with Birla Sun Life Cash Plus w.e.f. Otcober 11, 2014. Birla Sun Life Cash Plus - Institutional Premium Plan is open for fresh subscriptions/switch-ins.
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Returns (NAV as on 21 Nov, 2014)

Period Returns (%) Rank #
1 mth 0.7 55
3 mth 2.2 58
6 mth 4.4 18
1 year 9.2 18
2 year 9.2 7
3 year 9.4 7
5 year 8.4 5

# Moneycontrol Rank within 175 Liquid Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.3 2.2 2.1 - -
2013 2.0 2.1 2.2 2.4 9.3
2012 2.4 2.4 2.2 2.1 9.7
2011 2.0 2.0 2.2 2.2 9.0
2010 1.0 1.1 1.4 1.7 5.5
2009 1.8 1.3 1.2 1.1 5.5

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Liquid)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.7 2.2 4.4 9.2 9.2 9.4 8.4
Category avg 0.6 2.0 4.0 8.1 5.0 5.2 4.2
Difference of Fund returns and Category returns 0.1 0.2 0.4 1.1 4.2 4.2 4.2
Best of category 0.8 2.3 4.8 9.8 9.6 9.9 9.1
Worst of category 0.5 1.6 3.2 -2.6 -13.7 -6.5 -1.4
Birla Sun Life Cash Plus - Institutional Premium Plan (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)

Investment Info

Investment Objective

An open-ended liquid scheme with the objective to provide reasonable returns at a high level of safety and liquidity through judicious investments in high quality debt and money market instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Mar 29, 2004
Benchmark CRISIL Liquid Fund
Asset Size (Rs cr) 10,193.56 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Kaustubh Gupta / Sunaina da Cunha
View performance of schemes managed by the Fund Manager
Notes ING Liquid Fund has been merged with Birla Sun Life Cash Plus w.e.f. Otcober 11, 2014. Birla Sun Life Cash Plus - Institutional Premium Plan is open for fresh subscriptions/switch-ins.

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments

Contact Details

Regd. Office Ahura Centre, Mahakali Caves Road, MIDC, Andheri (E), Mumbai, 400093
Tel. No. 022 4356 8000
Fax No. 022 43568110/ 8111
Email connect@birlasunlife.com
Website http://www.mutualfund.birlasunlife.com

Peer Comparison

Liquid Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Liquid - Premium Plan (G) Not Ranked
56.66 2.2 4.4 9.2 9.4 8.4
Birla SL Cash Plus - RP (G) Not Ranked
42.65 2.2 4.4 9.0 8.9 7.9
Birla SL Cash Plus - IP (G) Not Ranked
15.27 2.2 4.4 9.1 9.2 8.1
Reliance Liquid - TP - Direct (G) Not Ranked
8,977.58 2.2 4.4 9.2 -- --
Birla SL Cash Plus - IPP (G) Rank 4
10,193.56 2.2 4.4 9.2 9.4 8.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Money Market Rating Value
(Rs cr)
Asset %
Money Market Instruments 10,204.59 53.90
Housing Development Finance Corporation Ltd ICRA A1+ 716.24 3.78
South Indian Bank Ltd CARE A1+ 588.53 3.11
Indusind Bank Ltd CRISIL A1+ 488.46 2.58
RELIANCE RETAIL LTD CARE A1+ 472.67 2.50
Gruh Finance Ltd CRISIL A1+ 396.11 2.09
Mahindra & Mahindra Financial Services Ltd CRISIL A1+ 395.58 2.09
Bajaj Finance Ltd ICRA A1+ 394.53 2.08
Kotak Mahindra Bank Ltd CRISIL A1+ 392.46 2.07
Karur Vysya Bank Ltd CRISIL A1+ 368.43 1.95

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Oct 31, 14)

Equity 0.00
Others 0.00
Debt 24.54
Mutual Funds N.A
Money Market 53.90
Cash / Call 21.55

View All

Concentration

Holdings (%)
Top 5 65.87
Top 10 76.16
Sector (%)
Top 3 N.A.

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