YHD - Delayed Quote INR

Birla Sun Life Cash Plus Reg Gr (100047.BO)

293.11 +0.05 (+0.02%)
As of June 28 at 6:07 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating 5
YTD Return --
5y Average Return --
Number of Years Up 11
Number of Years Down --
Best 1Y Total Return 9.71%
Worst 1Y Total Return 5.49%
Best 3Y Total Return 9.71%
Worst 3Y Total Return 6.66%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
100047.BO
Category
YTD
2.72%
1.17%
1-Month
0.70%
0.44%
3-Month
2.08%
1.17%
1-Year
8.22%
5.50%
3-Year
8.90%
6.25%
5-Year
9.12%
6.69%
10-Year
8.16%
6.05%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
100047.BO
Category
2016
--
--
2015
8.38%
6.44%
2014
9.18%
7.13%
2013
9.32%
7.20%
2012
9.71%
8.02%
2011
9.02%
6.69%
2010
5.49%
3.93%
2009
5.51%
3.52%

2008
9.28%
6.49%
2007
8.22%
6.54%
2006
6.88%
5.58%
2005
5.52%
4.65%
2004
--
3.66%

Past Quarterly Returns

YearQ1Q2Q3Q4
2016 2.01% -- -- --
2015 2.14% 2.12% 1.98% 1.89%
2014 2.33% 2.22% 2.17% 2.16%
2013 2.06% 2.19% 2.36% 2.41%
2012 2.43% 2.50% 2.32% 2.14%
2011 2.04% 2.16% 2.22% 2.30%
2010 1.01% 1.20% 1.42% 1.75%
2009 1.79% 1.35% 1.19% 1.08%
2008 2.15% 2.12% 2.37% 2.33%
2007 2.03% 2.04% 1.85% 2.06%

2006 1.57% 1.63% 1.69% 1.82%
2005 1.29% 1.34% 1.37% 1.40%
2004 1.14% 1.15% 1.25% --

Rank in Category (By Total Return)

YTD 5
1-Month 2
3-Month 4
1-Year 13
3-Year 7
5-Year 3

Load Adjusted Returns

1-Year 8.22%
3-Year 8.90%
5-Year 9.12%
10-Year 8.16%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating

Fund Overview

Category Liquid
Fund Family Birla Sun Life Asset Management Co Ltd
Net Assets 72.8B
YTD Return 2.72%
Yield 0.00%
Morningstar Rating
Inception Date Mar 30, 2004

Fund Summary

The objective of the scheme is to provide reasonable returns at a high level of safety and liquidity through judicious investments in high quality debt and money market instruments.

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