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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 Liquid Plus renamed as Birla Sun Life Savings Fund w.e.f 17-02-2009.

View Historic Graph From To

Returns (NAV as on May-24-2013)

Period	Returns (%)	Rank #
1 mth	0.8	24
3 mth	2.4	46
6 mth	4.5	34
1 year	9.5	34
2 year	9.6	37
3 year	8.9	22
5 year	8.0	13

# Moneycontrol Rank within 127 Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	2.0	-	-	-	-
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
2008	2.1	2.1	2.3	2.4	9.3

View where it stands within its peers

* Returns over 1 year are Annualised

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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	4.5	9.5	9.6	8.9	8.0
Category avg	0.8	2.4	4.4	8.5	8.4	7.4	4.7
Difference of Fund returns and Category returns	0.0	0.0	0.1	1.0	1.2	1.5	3.3
Best of category	2.6	5.1	9.2	13.8	11.6	10.1	8.9
Worst of category	0.5	1.8	3.6	-27.4	-11.5	-8.0	-2.6

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)	5,046.37 (Mar-30-2013)
Minimum Investment	Rs.10000000
Last Dividend	N.A.
Bonus	N.A.
Fund Manager	Kaustubh Gupta View performance of schemes managed by the Fund Manager
Notes	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	0.25%
Load Comments	Exit Load of 0.25% for redemption /switch out of units within 1 month 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

Ultra Short Term Debt	Crisil Rank	Assets (Rs.cr)
Ultra Short Term Debt	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
SBI Ultra Short Term Bond - RP (G)	Rank 2	3,019.05	2.2	4.3	9.0	8.6	7.5
SBI SHDF - USTBF - IP (G)	Not Ranked	939.25	2.3	4.3	9.2	8.7	7.8
JPMorgan Treasury - SIP (G)	Rank 1	1,747.72	2.2	4.4	9.4	8.9	--
JPMorgan Treasury - RP (G)	Not Ranked	28.34	2.0	4.1	8.8	8.5	6.0
UTI Treasury Advtg -Inst (G)	Rank 2	7,162.79	2.4	4.5	9.5	8.9	8.0
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Money Market	Rating	Value (Rs cr)	Asset %
Money Market Instruments		3,915.49	64.60
IDBI Bank Ltd	CRISIL A1+	877.49	14.48
Corporation Bank	CRISIL A1+	434.38	7.17
Canara Bank	CRISIL A1+	339.35	5.60
Punjab & Sind Bank	ICRA A1+	278.02	4.59
Piramal Enterprises Ltd	ICRA A1+	217.97	3.60
Dena Bank	CRISIL A1+	209.72	3.46
Housing Development Finance Corporation Ltd	ICRA A1+	174.60	2.88
Sesa Goa Ltd	CRISIL A1+	143.35	2.37
Axis Bank Ltd	CRISIL A1+	140.04	2.31