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Birla Sun Life Savings Fund - Institutional (G) (Plan C) SET SMS ALERT

247.130
0.06 (0.03%)
NAV as on Apr-23-2014
ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Ultra Short Term Debt 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.

View Top ranked funds in this category

Close Birla Sun Life Savings Fund - Insititutional Plan open for fresh subscriptions/switch-ins. Birla Sun Life Liquid Plus renamed as Birla Sun Life Savings Fund w.e.f 17-02-2009.
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Returns (NAV as on Apr-23-2014)

Period Returns (%) Rank #
1 mth 0.8 56
3 mth 2.4 46
6 mth 4.8 29
1 year 9.6 26
2 year 9.6 11
3 year 9.6 14
5 year 8.2 8

# Moneycontrol Rank within 197 Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.4 - - - -
2013 2.0 2.1 2.1 2.5 9.5
2012 2.3 2.4 2.2 2.0 9.7
2011 2.0 2.1 2.2 2.2 9.1
2010 1.2 1.2 1.4 1.7 5.8
2009 1.9 1.4 1.2 1.2 5.8

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Ultra Short Term Debt)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.8 2.4 4.8 9.6 9.6 9.6 8.2
Category avg 0.7 2.1 4.2 8.2 5.3 5.2 3.5
Difference of Fund returns and Category returns 0.1 0.3 0.6 1.4 4.3 4.4 4.7
Best of category 1.0 2.7 5.1 10.1 10.1 10.0 8.9
Worst of category 0.2 0.2 1.1 -0.3 -11.1 -5.2 -1.3
Birla Sun Life Savings Fund - Institutional (G) (Plan C) Review by Crisil - Rating: 4 (Rank 2 out of 5)

Investment Info

Investment Objective

The primary objective of the schemes is to generate regular income through investments in debt and money market instruments Income maybe generated through the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio The schemes will under normal market conditions, invest its net assets in fixed income securities, money market instruments, cash and cash equivalents.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Apr 16, 2003
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 2,786.48 (Dec-31-2013)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Kaustubh Gupta
View performance of schemes managed by the Fund Manager
Notes Birla Sun Life Savings Fund - Insititutional Plan open for fresh subscriptions/switch-ins. Birla Sun Life Liquid Plus renamed as Birla Sun Life Savings Fund w.e.f 17-02-2009.

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

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

Ultra Short Term Debt Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC CMF-Treasury Advg (G) Rank 3
6,500.55 2.1 4.2 8.2 8.6 7.4
Reliance Money Mgr - IP (G) Rank 2
4,432.62 2.3 4.6 9.4 9.5 8.1
ICICI Pru Flexi Income (G) Rank 2
4,352.59 2.3 4.7 9.6 9.6 8.1
ICICI Pru Flexi Income -Direct (G) Not Ranked
4,535.16 2.4 4.8 9.7 -- --
HDFC Float Rate Inc-STP WP(G) Rank 3
3,298.64 2.3 4.7 9.2 9.4 8.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 14)

Debt Rating Value
(Rs cr)
Asset %
Indiabulls Housing Finance Ltd CARE AA+ 254.83 8.70
Power Finance Corporation Ltd CRISIL AAA 227.59 7.77
Tata Motors Finance Ltd CRISIL AA 163.74 5.59
Dewan Housing Finance Corporation Ltd CARE AA+ 129.47 4.42
Shriram Transport Finance Company Ltd CARE AA+ 109.55 3.74
Tata Capital Financial Services Ltd CARE AA+ 96.37 3.29
Mahindra & Mahindra Financial Services Ltd CRISIL AA+ 96.37 3.29
National Bank For Agriculture and Rural Development CRISIL AAA 83.19 2.84
Cholamandalam Investment and Finance Company Ltd IND AA- 71.47 2.44
Reliance Capital Ltd CARE AAA 54.77 1.87

Full Portfolio

Sector Allocation (Mar 31, 14)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Mar 31, 14)

Equity 0.00
Others 0.00
Debt 52.87
Mutual Funds N.A
Money Market 36.00
Cash / Call 11.13

View All

Concentration

Holdings (%)
Top 5 30.22
Top 10 43.95
Sector (%)
Top 3 N.A.

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