Aditya Birla SL Low Duration (Debt, Debt Low Duration)

Moderately Low
20 yrs 8 monthsStarted on:14 May 1998
₹ 7407.72 Cras on: 18 Dec 2018
Mid Term & Long Horizon
1.23%
Income Generation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme seeks to provide income which is consistent with a portfolio through investments in a basket of debt and money market instruments of short maturities with a view to provide reasonable returns.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD6.76
1 Month0.82
3 Month2.06
1 YR6.84
2 YR6.67
3 YR7.29

SIP Returns

TenureReturns (CAGR)
1 YR7.43
2 YR6.79
3 YR6.92
5 YR7.33
10 YR7.82

Portfolio

Company Name% Assets
ECL Finance Ltd. 23/09/2022 9.10%6.68
Adani Infra (India) Ltd. 11/04/20196.5
Indiabulls Infraestates Ltd. 25/09/2020 9.04%4.21
Adani Properties Ltd. 27/04/20214.09
Edelweiss Finvest Pvt. Ltd. 27/09/2022 9.10%4.01
Aasan Corporate Solutions Pvt. Ltd. 18/02/2021 9.65%3.85
Power Finance Corpn. Ltd. 13/05/2019 7.95%3.34
Reliance Industries Ltd. 140-D 10/01/20192.68
Piramal Enterprises Ltd. 19/07/20192.67
Axis Bank Ltd. 14/11/20192.5

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation0.74%
Beta0.27%
Sharpe Ratio0.85

Kaustubh Gupta,Mohit Sharma

Mr. Gupta is a B.Com and a Chartered Accountant.Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
Prior to joining Birla Sun Life AMC he has worked with ICICI Bank.He has around 10 years of experience of which 7 years is in financial markets. He joined Birla Sun AMC in October 2015. Prior to joining Birla AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).

Other Funds Managed by Kaustubh Gupta,Mohit Sharma

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