Birla Sun Life
Birla Sun Life Govt, Securities Short Term Fund-Retail Weekly Dividend Option
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | +0.01% | -0.41% | +0.43 | 3 / 7 | Q2 |
| 1W | 0.00% | -0.35% | +0.35 | 5 / 7 | Q3 |
| 2W | +0.01% | -0.34% | +0.35 | 4 / 7 | Q3 |
| 1M | +0.03% | -0.41% | +0.44 | 4 / 7 | Q3 |
| 3M | +0.05% | -0.53% | +0.58 | 4 / 7 | Q3 |
| 6M | +0.03% | -0.80% | +0.82 | 3 / 7 | Q2 |
| YTD | +0.00% | -0.10% | +0.10 | 4 / 7 | Q3 |
| 1Y | +0.07% | +1.13% | -1.06 | 5 / 7 | Q3 |
| 2Y | +0.04% | +2.58% | -2.54 | 4 / 7 | Q3 |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +0.04% | +2.39% | -2.35 | 6 / 7 | Q4 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2011 YTD | +0.00% | +1.75% | -1.75 | 3 / 4 |
| 2010 | -0.05% | +1.47% | -1.53 | 4 / 4 |
| 2009 | +0.10% | +0.23% | -0.13 | 2 / 4 |
| 2008 | — | — | — | — |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
SIP returns — historical "what if"
If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.
| Period | Total invested | Today's value | XIRR | Wealth multiplier |
|---|---|---|---|---|
| ₹ — | ₹ — |
XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.
Recent NAVs
| Date | NAV |
|---|---|
| 11 Feb 2011 | ₹10.0107 |
| 10 Feb 2011 | ₹10.0093 |
| 9 Feb 2011 | ₹10.0078 |
| 8 Feb 2011 | ₹10.0063 |
| 7 Feb 2011 | ₹10.0047 |
| 4 Feb 2011 | ₹10.0108 |
| 3 Feb 2011 | ₹10.0092 |
| 2 Feb 2011 | ₹10.0076 |
| 1 Feb 2011 | ₹10.0061 |
| 31 Jan 2011 | ₹10.0045 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
- primary goal is capital preservation or steady accrual, not high growth
- tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
More from Birla Sun Life
- Birla Sun Life 95 Fund-Plan A (Dividend)
- Birla Sun Life 95 Fund-Plan B(Growth)
- Birla Sun Life Advantage Fund-Plan A (Dividend)
- Birla Sun Life Advantage Fund-Plan B (Growth)
- Birla Sun Life Cash Manager-Plan A(Institutional Daily Dividend)
- Birla Sun Life Cash Manager-Plan B(Growth)
- Birla Sun Life Cash Manager-Plan C(Institutional Growth)
- Birla Sun Life Cash Manager-Plan D(Weekly Dividend)