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Birla Sun Life Cash Plus Retl Gr (100042.BO)

YHD - YHD Delayed price. Currency in INR
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475.66+0.08 (+0.02%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up18
Number of years downN/A
Best 1-yr total return (Invalid Date)9.03%
Worst 1-yr total return (Invalid Date)4.38%
Best 3-yr total return9.03%
Worst 3-yr total return4.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return100042.BOCategory
YTD2.72%1.17%
1-month0.70%0.44%
3-month2.08%1.17%
1-year8.22%5.50%
3-year8.73%6.25%
5-year8.76%6.69%
10-year7.68%6.05%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
100042.BOCategory
2016
N/AN/A
2015
8.38%6.44%
2014
9.02%7.13%
2013
8.78%7.20%
2012
9.03%8.02%
2011
8.41%6.69%
2010
4.69%3.93%
2009
4.67%3.52%
2008
8.78%6.49%
2007
7.89%6.54%
2006
6.51%5.58%
2005
5.23%4.65%
2004
4.38%3.66%
2003
5.22%4.87%
2002
7.10%6.38%
2001
8.45%7.63%
2000
9.40%7.97%
1999
9.93%9.21%
1998
8.71%7.34%
1997
N/A-11.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20162.01%N/AN/AN/A
20152.14%2.12%1.98%1.89%
20142.18%2.22%2.17%2.16%
20131.90%2.10%2.25%2.25%
20122.27%2.35%2.15%1.97%
20111.87%2.08%2.07%2.13%
20100.88%0.94%1.17%1.63%
20091.56%1.17%0.99%0.88%
20082.07%2.05%2.31%2.08%
20071.95%1.95%1.79%1.98%
20061.48%1.55%1.60%1.72%
20051.22%1.27%1.29%1.35%
20041.03%1.03%1.07%1.18%
20031.42%1.36%1.23%1.11%
20021.81%1.79%1.71%1.61%
20012.16%2.14%2.00%1.89%
20002.26%2.03%2.49%2.31%
19992.49%2.39%2.42%2.28%
19982.31%1.96%2.09%2.08%
19973.11%2.12%N/AN/A

Rank in category (by total return)

YTD5
1-month2
3-month4
1-year13
3-year21
5-year18

Load adjusted returns

1-year8.22%
3-year8.73%
5-year8.76%
10-year7.68%