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  • Fund Type: Open-End Fund
  • Objective: Govt/Corp Intermediate
  • Asset Class: Debt
  • Geographic Focus: India

Birla Floating Rate Fund-Long Term Plan

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BIRFLTG:IN

205.28 INR 0.06 0.03%

As of 00:59:30 ET on 05/21/2013.

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Snapshot for Birla Floating Rate Fund-Long Term Plan (BIRFLTG)

Year To Date: +3.74% 3-Month: +2.56% 3-Year: +8.90% 52-Week Range: 187.22 - 205.21
1-Month: +0.88% 1-Year: +9.68% 5-Year: +8.58% Beta vs SENSEX: 0.33

Mutual Fund Chart for BIRFLTG

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  • BIRFLTG:IN 205.28
  • 1M
  • 1Y
Interactive BIRFLTG Chart

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Fund Profile & Information for BIRFLTG

Birla Floating Rate Fund - Long Term Plan is an open end income scheme registered in India. The Fund seeks to generate regular income by investing in a portfolio comprising substantially of floating rate debt and money market instruments. The portfolio of the fund will have an average maturity of upto ten years.

Inception Date: 06-04-2003 Telephone: 91-22-4356-8000 Tel
Managers: PRASAD DHONDE / SUNAINA DA CUNHA
Web Site: www.birlasunlife.com

Fundamentals for BIRFLTG

NAV (on 2013-05-21) 205.28
Assets (M) (on 2013-04-30) 15,816.71
Fund Leveraged N
Minimum Investment 100,000.00
Minimum Subsequent Investment 1.00

Dividends for BIRFLTG

No dividends reported

Fees & Expenses for BIRFLTG

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.25
Redemption Fee 0.00
12b1 Fee -
Expense Ratio 0.83

Top Fund Holdings for BIRFLTG

Filing Date: 04/30/2013
Name Position Value % of Total
IDFCIN 9.48 10/14/13 1,000,000 1,002,412,000 6.338%
HDFCIN 9.2 03/19/15 750,000 754,894,000 4.773%
LICHFL 9.97 08/12/13 500,000 500,663,000 3.165%
LICHFL 8.4 08/18/13 500,000 498,598,000 3.152%
POWFIN 11.1 09/15/13 100,000 100,700,000 0.637%
RECLIN 11 ½ 11/26/13 50,000 50,669,000 0.320%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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