YHD - Delayed Quote INR

Birla Sun Life Cash Plus Reg Wk Div (100051.BO)

100.23 -0.12 (-0.12%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 11
Number of Years Down --
Best 1Y Total Return 7.59%
Worst 1Y Total Return 3.90%
Best 3Y Total Return 7.59%
Worst 3Y Total Return 4.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
100051.BO
Category
YTD
1.94%
1.17%
1-Month
0.46%
0.44%
3-Month
1.49%
1.17%
1-Year
5.83%
5.50%
3-Year
6.44%
6.25%
5-Year
6.39%
6.69%
10-Year
6.00%
6.05%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
100051.BO
Category
2016
--
--
2015
5.73%
6.44%
2014
6.89%
7.13%
2013
7.07%
7.20%
2012
7.59%
8.02%
2011
4.78%
6.69%
2010
3.90%
3.93%
2009
4.25%
3.52%

2008
7.17%
6.49%
2007
6.57%
6.54%
2006
6.00%
5.58%
2005
4.83%
4.65%
2004
--
3.66%

Past Quarterly Returns

YearQ1Q2Q3Q4
2016 1.47% -- -- --
2015 1.31% 1.51% 1.42% 1.37%
2014 1.82% 1.64% 1.70% 1.57%
2013 1.63% 1.67% 1.86% 1.73%
2012 1.91% 1.96% 1.83% 1.68%
2011 1.51% 1.83% 1.31% 0.05%
2010 0.54% 0.94% 1.12% 1.25%
2009 1.37% 1.06% 0.93% 0.83%
2008 1.67% 1.65% 1.85% 1.81%
2007 1.78% 1.59% 1.45% 1.61%

2006 1.38% 1.43% 1.48% 1.59%
2005 1.15% 1.18% 1.19% 1.23%
2004 1.04% 1.10% -- --

Rank in Category (By Total Return)

YTD 56
1-Month 63
3-Month 49
1-Year 60
3-Year 54
5-Year 67

Load Adjusted Returns

1-Year 5.83%
3-Year 6.44%
5-Year 6.39%
10-Year 6.00%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 56
% 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 1.94%
Yield 5.81%
Morningstar Rating
Inception Date May 26, 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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