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India Mutual / Birla Sunlife

Birla Sun Life Capital Protection Oriented Series 9

FE Crown Rating

Insufficient History

Fund Objective

n/a

Domicile

Sector Global

Currency

Primary Asset Class

Unit Name

Birla Sun Life Capital Protection Oriented Series 9 Gth

Inc/Acc

Accumulating 

Citicode

10LL

Initial Charge

n/a

Unit Currency

INR 

ISIN

 

Annual Charge

n/a

Mid

INR 10.95

Change (Mid)

0.02 (0.20%)
24-May-2013

Unit LaunchDate

28-Mar-2012

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 1.35 2.07 3.23 9.49 - -
Sector 2.30 2.69 4.96 11.51 21.41 37.17

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund - - - - -
Sector 12.62 -0.24 5.81 19.54 -23.47

Asset Allocation (estimated from fund's sector average)

breakdown chart
  Asset Class % of Fund
Fixed Interest 47.40
Money Market 15.30
International Equities 9.50
Asia Pacific Equities 6.13
UK Equities 6.10
Alternative Investment Strategies 4.44
Property 3.28
Others 2.05
European Equities 1.92
Equities 1.75
North American Equities 1.41
Commodity & Energy 0.38
Convertibles 0.26
Islamic Instruments 0.09

Regional Breakdown

No breakdown data available.

Sector Breakdown

No breakdown data available.

Performance figures are calculated on a bid price to bid price basis.