Birla Sun Life Mutual Fund

Birla Sun Life Mutual Fund came into existence in 1994. The mutual fund is managed by Birla Sun Life Asset Management Company Ltd. (BSLAMC) which is joint venture between the Aditya Birla Group and the Sun Life Financial Services Inc. of Canada. Mentioned below are the schemes offered by Birla Sun Life Mutual Fund for investment in India:

All Schemes	1mth	3mth	6mth	1yr▼	3yr	5yr	NAV	Size*
Birla Sun Life Gilt Plus P F Plan - Growth (Gilt)	1.59	6.11	7.56	12.09	3.93	5.75	27.55	0.00
Birla Sun Life Dynamic Bond Fund - Retail - DAP (Debt)	0.99	3.14	5.16	10.39	NA	NA	12.30	0.00
Birla Sun Life Dynamic Bond Fund - Retail - Growth (Debt)	0.99	3.15	5.17	10.39	7.95	9.37	17.78	0.00
Birla Sun Life Fixed Term Plan - Series BV - Growth (FMP)	0.77	2.41	4.91	10.29	NA	NA	12.01	82.07
Birla Sun Life Govt Securities Fund - Long Term - Growth (Debt)	2.48	6.63	7.01	9.82	13.14	8.93	30.94	0.00
Birla Sun Life Short Term Opportunities Fund - Institutional - Growth (Debt)	0.83	2.30	4.61	9.82	6.56	NA	12.10	112.38
Birla Sun Life Short Term Opportunities Fund - Retail - Growth (Debt)	0.82	2.29	4.58	9.79	7.82	7.34	16.52	112.38
Birla Sun Life Medium Term Plan - Institutional - Growth (Fund of funds)	0.85	2.48	4.76	9.75	NA	NA	11.87	0.00
Birla Sun Life Medium Term Plan - Retail - Growth (Debt)	0.85	2.47	4.73	9.73	NA	NA	12.23	0.00
Birla Sun Life Income Plus - Growth (Debt)	1.27	4.85	5.04	9.63	5.94	9.25	47.46	0.00
Birla Sun Life Income Plus - DAP (Debt)	1.27	4.85	5.04	9.63	NA	NA	11.97	0.00
Birla Sun Life Interval Income Fund Quarterly Plan - Series I - IP - Growth (Debt)	0.79	2.34	4.63	9.61	4.25	NA	11.33	160.65
Birla Sun Life Interval Income Fund Quarterly Plan - Series I - Ret - Growth (Debt)	0.79	2.33	4.63	9.61	6.77	NA	13.89	160.65
Birla Sun Life Quarterly Interval Fund - Series 4 - Growth (FMP)	0.81	2.47	4.73	9.59	6.73	NA	13.62	108.73
Birla Sun Life Fixed Term Plan - Series CM - Growth (FMP)	0.74	2.31	4.68	9.56	NA	NA	10.96	878.14
Birla Sun Life Floating Rate Fund - Long Term Plan - Inst - Growth (Debt)	0.82	2.38	4.78	9.52	NA	NA	125.04	0.00
Birla Sun Life Ultra Short Term Fund - Institutional - Growth (Short term debt)	0.79	2.35	4.74	9.40	6.90	NA	126.20	0.00
Birla Sun Life Savings Fund - Institutional - Growth (Tax Saving)	0.80	2.33	4.69	9.36	6.97	7.70	201.38	0.00
Birla Sun Life Cash Manager - Institutional Plan - Growth (Liquid)	0.79	2.33	4.69	9.36	6.83	7.49	177.27	0.00
Birla Sun Life Floating Rate Fund - Long Term Plan - Growth (Debt)	0.81	2.34	4.70	9.35	7.89	8.33	181.65	0.00
Birla Sun Life Floating Rate Fund - Short Term Plan Institutional Plan - Growth (Debt)	0.81	2.40	4.68	9.23	6.85	5.28	140.32	0.00
Birla Sun Life Fixed Term Plan - Series CH - Growth (FMP)	0.67	1.99	4.28	9.21	NA	NA	11.09	144.00
Birla Sun Life Cash Plus - Institutional Premium Plan - Growth (Liquid)	0.81	2.39	4.67	9.20	6.73	7.52	169.29	0.00
Birla Sun Life Ultra Short Term Fund - DAP (Liquid)	0.78	2.30	4.63	9.14	NA	NA	118.49	0.00
Birla Sun Life Ultra Short Term Fund - Growth (Short term debt)	0.78	2.30	4.63	9.14	6.57	7.67	190.76	0.00
Birla Sun Life Floating Rate Fund - Short Term Plan - Growth (Debt)	0.79	2.33	4.56	9.10	6.77	7.36	173.93	0.00
Birla Sun Life Savings Fund - Retail - Growth (Debt)	0.78	2.29	4.57	9.10	6.56	7.30	195.91	0.00
Birla Sun Life Cash Manager - Growth (Liquid)	0.74	2.17	4.42	8.81	6.37	7.10	256.32	0.00
Birla Sun Life Cash Plus - Institutional Plan - Growth (Liquid)	0.79	2.27	4.41	8.79	6.30	7.17	283.60	0.00
Birla Sun Life Cash Plus - Retail - Growth (Liquid)	0.75	2.22	4.34	8.60	5.99	6.89	278.07	0.00
Birla Sun Life Savings Fund - Retail - DAP (Tax Saving)	0.71	2.06	4.10	8.12	NA	NA	116.64	0.00
Birla Sun Life Cash Plus - Retail - DAP (Liquid)	0.73	2.09	4.11	8.12	NA	NA	116.08	0.00
Birla Sun Life MNC Fund - Growth (Sector)	11.92	-0.11	-4.49	7.53	38.26	10.55	211.90	0.00
Birla Sun Life Capital Protection Oriented Fund - Series 4 - Growth (Capital Protection)	1.47	1.38	2.99	7.43	NA	NA	10.76	76.77
Birla Sun Life Gilt Plus Regular Plan - Growth (Debt)	1.89	5.43	5.12	7.39	3.62	7.68	34.02	0.00
Birla Sun Life Monthly Income - Growth (MIP)	2.34	2.50	3.22	7.38	10.82	8.63	38.59	0.00
Birla Sun Life Gilt Plus Liquid Plan - Growth (Gilt)	0.66	1.97	3.80	7.23	5.80	5.66	23.78	0.00
Birla Sun Life MIP - Growth (MIP)	2.51	2.12	3.27	7.06	9.77	7.67	27.88	0.00
Birla Sun Life Enhanced Arbitrage Fund - Growth (Liquid)	0.41	1.50	3.12	7.01	NA	NA	11.51	0.00
Birla Sun Life Capital Protection Oriented Fund - Series 1 - Growth (Capital Protection)	1.50	1.53	2.84	6.64	NA	NA	10.96	691.37
Birla Sun Life Govt Securities Fund - Short Term Debt - Growth (Gilt)	0.64	1.88	3.68	6.63	4.84	4.91	20.22	0.00
Birla Sun Life India GenNext Fund - Growth (Equity Diversified)	8.85	-2.24	-6.91	6.57	27.26	7.36	23.99	0.00
Birla Sun Life Capital Protection Oriented Fund - Series 3 - Growth (Capital Protection)	4.28	-0.51	0.86	6.16	NA	NA	10.63	244.98
Birla Sun Life Capital Protection Oriented Fund - Series 2 - Growth (Capital Protection)	1.77	1.68	2.44	5.84	NA	NA	10.49	387.29
Birla Sun Life Asset Allocation Fund - Conservative Plan - Growth (Fund of funds)	3.29	3.46	2.24	4.98	11.05	8.54	21.54	0.00
Birla Sun Life Capital Protection Oriented Fund - 5 Years - Growth (Debt)	1.83	1.20	1.65	4.91	6.61	NA	12.81	13.92
Birla Sun Life Asset Allocation Fund - Moderate Plan - Growth (Equity Diversified)	4.88	2.31	-0.21	1.38	18.39	9.13	28.24	0.00
Birla Sun Life Dividend Yield Plus - Growth (Equity Diversified)	11.06	-0.58	-3.47	0.67	32.26	13.52	82.07	0.00
Birla Sun Life International Equity Fund - Plan A - Growth (Equity Diversified)	-3.92	2.78	6.01	0.40	13.21	NA	9.77	0.00
Birla Sun Life Commodity Equities Fund - Gbl Pre Metals - Retail - Growth (Equity Diversified)	5.88	-1.97	3.39	0.36	12.87	NA	14.15	0.00
Birla Sun Life 95 - Growth (Balanced)	7.64	1.06	-1.13	0.12	26.20	10.78	304.04	0.00
Birla Sun Life Fixed Term Plan - Series CV - Growth (FMP)	0.80	2.39	4.86	NA	NA	NA	10.85	175.10
Birla Sun Life Short Term FMP - Series 21 - Growth (FMP)	0.80	2.30	NA	NA	NA	NA	10.27	149.86
Birla Sun Life Capital Protection Oriented Fund - Series 6 - Growth (Capital Protection)	1.44	1.31	2.97	NA	NA	NA	10.49	97.08
Birla Sun Life Fixed Term Plan - Series CU - Growth (FMP)	0.78	2.31	4.81	NA	NA	NA	10.88	506.58
Birla Sun Life Nifty ETF (Exchange traded funds)	11.73	1.16	-1.22	NA	NA	NA	53.35	0.00
Birla Sun Life Fixed Term Plan - Series DQ - Growth (FMP)	0.63	1.94	NA	NA	NA	NA	10.25	146.32
Birla Sun Life Fixed Term Plan - Series CZ - Growth (FMP)	0.64	1.93	4.13	NA	NA	NA	10.64	106.77
Birla Sun Life Fixed Term Plan - Series DD - Growth (FMP)	0.69	2.18	4.63	NA	NA	NA	10.63	393.82
Birla Sun Life Fixed Term Plan - Series DX - Growth (FMP)	0.61	NA	NA	NA	NA	NA	10.11	334.83
Birla Sun Life Fixed Term Plan - Series CT - Growth (FMP)	0.77	2.31	4.85	NA	NA	NA	10.91	1110.85
Birla Sun Life Fixed Term Plan - Series DP - Growth (FMP)	1.10	3.02	NA	NA	NA	NA	10.35	199.52
Birla Sun Life Short Term FMP - Series 22 - Growth (FMP)	0.72	NA	NA	NA	NA	NA	10.21	252.83
Birla Sun Life Fixed Term Plan - Series DC - Growth (FMP)	0.62	2.04	4.37	NA	NA	NA	10.63	123.41
Birla Sun Life Short Term FMP - Series 25 - Growth (FMP)	0.63	NA	NA	NA	NA	NA	10.12	100.88
Birla Sun Life Fixed Term Plan - Series CS - Growth (FMP)	0.77	2.27	4.67	NA	NA	NA	10.89	300.07
Birla Sun Life Fixed Term Plan - Series DO - Growth (FMP)	0.63	2.03	NA	NA	NA	NA	10.27	277.33
Birla Sun Life Fixed Term Plan - Series DF - Growth (FMP)	0.61	1.81	3.81	NA	NA	NA	10.39	57.03
Birla Sun Life Fixed Term Plan - Series DV - Growth (FMP)	1.07	NA	NA	NA	NA	NA	10.17	53.68
Birla Sun Life Fixed Term Plan - Series CR - Growth (FMP)	0.80	2.33	4.78	NA	NA	NA	10.93	616.00
Birla Sun Life Fixed Term Plan - Series CN - Growth (FMP)	0.73	2.23	4.57	NA	NA	NA	10.94	214.38
Birla Sun Life Capital Protection Oriented Fund - Series 7 - Growth (Capital Protection)	5.79	5.32	NA	NA	NA	NA	11.34	97.74
Birla Sun Life Fixed Term Plan - Series DB - Growth (FMP)	0.71	2.20	4.64	NA	NA	NA	10.68	484.80
Birla Sun Life Short Term FMP - Series 24 - Growth (FMP)	0.79	NA	NA	NA	NA	NA	10.15	45.84
Birla Sun Life Fixed Term Plan - Series CQ - Growth (FMP)	0.78	2.28	4.70	NA	NA	NA	10.93	243.21
Birla Sun Life Fixed Term Plan - Series DN - Growth (FMP)	0.62	2.03	NA	NA	NA	NA	10.31	345.52
Birla Sun Life Fixed Term Plan - Series DA - Growth (FMP)	0.87	2.55	4.29	NA	NA	NA	10.70	20.51
Birla Sun Life Capital Protection Oriented Fund - Series 8 - Growth (Capital Protection)	8.37	NA	NA	NA	NA	NA	11.12	55.69
Birla Sun Life Fixed Term Plan - Series CP - Growth (FMP)	0.78	2.39	4.88	NA	NA	NA	10.95	636.17
Birla Sun Life Fixed Term Plan - Series DL - Growth (FMP)	0.64	2.06	NA	NA	NA	NA	10.33	205.64
Birla Sun Life Fixed Term Plan - Series DK - Growth (Liquid)	0.71	2.15	NA	NA	NA	NA	10.41	23.02
Birla Sun Life Fixed Term Plan - Series CY - Growth (FMP)	0.72	2.11	4.50	NA	NA	NA	10.72	250.97
Birla Sun Life Fixed Term Plan - Series DT - Growth (FMP)	0.61	NA	NA	NA	NA	NA	10.15	647.32
Birla Sun Life Fixed Term Plan - Series CO - Growth (FMP)	0.77	2.34	4.80	NA	NA	NA	10.97	1448.88
Birla Sun Life Fixed Term Plan - Series DI - Growth (FMP)	0.71	2.14	NA	NA	NA	NA	10.44	21.93
Birla Sun Life Capital Protection Oriented Fund - Series 5 - Growth (Capital Protection)	3.03	-0.75	1.45	NA	NA	NA	10.10	96.59
Birla Sun Life Short Term FMP - Series 20 - Growth (FMP)	0.78	2.31	NA	NA	NA	NA	10.34	174.79
Birla Sun Life Short Term FMP - Series 23 - Growth (FMP)	0.71	NA	NA	NA	NA	NA	10.16	181.08
Birla Sun Life Gold ETF (Exchange traded funds)	2.63	1.31	16.51	NA	NA	NA	2836.99	0.00
Birla Sun Life Fixed Term Plan - Series DJ - Growth (FMP)	0.71	2.16	NA	NA	NA	NA	10.41	35.45
Birla Sun Life Fixed Term Plan - Series DS - Growth (FMP)	0.63	1.99	NA	NA	NA	NA	10.21	234.72
Birla Sun Life Fixed Term Plan - Series CX - Growth (FMP)	0.81	2.27	4.74	NA	NA	NA	10.82	409.80
Birla Sun Life Fixed Term Plan - Series DR - Growth (FMP)	0.49	NA	NA	NA	NA	NA	10.17	142.24
Birla Sun Life Fixed Term Plan - Series DE - Growth (FMP)	0.69	2.12	4.57	NA	NA	NA	10.52	535.26
Birla Sun Life Fixed Term Plan - Series CW - Growth (FMP)	0.85	2.21	4.76	NA	NA	NA	10.87	738.00
Birla Sun Life Fixed Term Plan - Series DM - Growth (FMP)	0.49	1.64	NA	NA	NA	NA	10.23	180.64
Birla Sun Life Short Term FMP - Series 18 - Growth (FMP)	0.80	2.32	4.94	NA	NA	NA	10.57	87.00
Birla Sun Life Asset Allocation Fund - Aggressive Plan - Growth (Fund of funds)	7.66	0.41	-3.23	-1.27	23.90	9.19	33.06	0.00
Birla Sun Life Top 100 Fund - Growth (Equity Diversified)	11.69	1.35	-3.05	-2.31	24.78	5.70	21.78	0.00
Birla Sun Life Small & Midcap Fund - Growth (Equity Diversified)	9.64	-5.23	-9.50	-3.65	32.70	NA	11.05	0.00
Birla Sun Life Buy India Fund - Growth (Sector)	11.30	-2.52	-8.90	-3.73	29.32	6.42	38.71	0.00
Birla Sun Life Tax Plan - Growth (Tax Saving)	11.67	-0.93	-6.01	-3.75	22.64	2.25	12.82	0.00
Birla Sun Life Long Term Advantage Fund - Growth (Equity Diversified)	11.13	-0.23	-4.32	-4.05	27.22	3.42	13.28	0.00
Birla Sun Life Mid Cap Fund - Plan A - Growth (Equity Diversified)	11.71	-2.26	-8.48	-4.37	31.51	7.75	98.53	0.00
Birla Sun Life Frontline Equity Fund - Plan A - Growth (Equity Diversified)	10.65	0.40	-3.45	-4.50	27.46	9.31	82.60	0.00
Birla Sun Life Index Fund - Growth (Index)	11.67	0.75	-2.07	-4.53	23.41	4.15	52.33	0.00
Birla Sun Life Pure Value Fund - Growth (Equity Diversified)	10.83	-5.18	-8.13	-4.88	28.72	NA	15.36	0.00
Birla Sun Life International Equity Fund - Plan B - Growth (Equity Diversified)	6.66	0.63	-2.15	-5.89	20.40	NA	8.91	0.00
Birla Sun Life Advantage Fund - Growth (Equity Diversified)	12.91	1.38	-4.33	-6.24	24.98	1.95	143.91	0.00
Birla Sun Life Special Situations Fund - Growth (Equity Diversified)	9.22	-0.16	-5.32	-7.52	20.83	NA	8.88	0.00
Birla Sun Life India Reforms Fund - Growth (Equity Diversified)	15.22	-5.08	-10.95	-7.87	NA	NA	8.78	0.00
Birla Sun Life Equity Fund - Growth (Equity Diversified)	12.47	-0.30	-5.72	-9.72	24.51	4.12	233.62	0.00
Birla Sun Life Tax Relief 96 - Growth (Tax Saving)	11.50	-1.20	-7.40	-10.42	26.03	NA	9.89	0.00
Birla Sun Life Infrastructure Fund - Plan A - Growth (Sector)	16.56	-2.00	-8.73	-10.96	22.48	2.43	14.22	0.00
Birla Sun Life New Millennium - Growth (Sector)	2.05	1.60	-1.39	-10.98	25.81	-3.34	18.40	0.00
Birla Sun Life Commodity Equities Fund - Gbl Multi Comm - Retail - Growth (Equity Diversified)	3.55	5.68	3.31	-13.47	11.01	NA	13.46	0.00
Birla Sun Life India Opportunities Fund - Growth (Equity Diversified)	12.00	3.16	-5.58	-14.49	28.98	-3.04	47.05	0.00
Birla Sun Life Commodity Equities Fund - Gbl Agri - Retail - Growth (Equity Diversified)	1.38	3.43	-0.12	-16.17	15.30	NA	15.62	0.00

Mutual Fund Houses (AMCs) in India