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.
Shriram Transport Finance Co. Ltd. 15/03/2021 8.97%
REC Ltd. 18/01/2021 8.15%
ICICI Bank Ltd. 25/01/2021
Power Finance Corpn. Ltd. 15/10/2022 7.35%
National Bank For Agriculture & Rural Development 23/05/2022 7.85%
Housing Development Finance Corpn. Ltd. 363-D 10/02/2021
REC Ltd. 30/06/2022 6.90%
Power Finance Corpn. Ltd. 14/09/2020 8.20%
Top Sectoral Holdings
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