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Birla Sun Life Capital Protection Oriented Fund


Birla Sun Life Mutual Fund has entered the market with its maiden Capital Protection Oriented Scheme.

Name of fund: Birla Sun Life Capital Protection Oriented Fund

Scheme: Closed-ended, Hybrid Debt Oriented

Plans: 3 Year and 5 Year

Objective: Aims at protecting capital along with its appreciation by making investment in equity and debt securities.

Asset allocation
3 Year: Equity and Equity Related Securities: 0% - 16% / Debt and money market securities: 84%-100%

5 Year: Equity and Equity Related Securities: 0% - 23% / Debt and money market securities: 77%-100%

Fund opened: June 20, 2007

Fund closes: July 6, 2007

Face Value: Rs 10

Minimum investment amount: Rs 5,000

Fund Managers: Satyabrata Mohanty and Jayesh Gandhi

Benchmark Index: Crisil MIP Blended Index

Returns by Funds belonging to Same Category :


Fund  Since Launch (%)
Franklin Templeton Capital Safety 3 yrs 1.65
Franklin Templeton Capital Safety 5 yrs 0.93
UTI Capital Protection Oriented Fund 3 yrs 1.76
UTI Capital Protection Oriented Fund 5 yrs 1.85