Fund News

Birla Sun Life Capital Protection Oriented Fund

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

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




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