Aditya Birla SL Money Manager (Debt, Debt Money Market)

Low
13 yrs 5 monthsStarted on:10 Oct 2005
₹ 7030.29 Cras on: 15 Feb 2019
Mid Term & Long Horizon
0.28%
Income Generation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme seeks to generate regular income through investment in a portfolio comprising of money market instruments.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD1.04
1 Month0.65
3 Month2.19
1 YR8.16
2 YR7.44
3 YR7.49

SIP Returns

TenureReturns (CAGR)
1 YR8.42
2 YR7.84
3 YR7.57
5 YR7.67
10 YR8.15

Portfolio

Company Name% Assets
L&T Finance Ltd. 180-D 03/06/20195.06
Housing Development Finance Corpn. Ltd. 181-D 20/05/20194.52
Larsen & Toubro Ltd. 179-D 22/03/20194.23
Hero FinCorp Ltd. 161-D 10/05/20194.18
Tata Power Co. Ltd. 145-D 25/06/20194.14
Reliance Jio Infocomm Ltd. 60-D 01/03/20193.54
L&T Infrastructure Finance Co. Ltd. 118-D 04/03/20193.54
Tata Power Co. Ltd. 116-D 05/03/20193.53
Reliance Retail Ltd. 58-D 07/03/20193.53
JSW Steel Ltd. 164-D 27/05/20193.47

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation0.28%
Beta0.53%
Sharpe Ratio3.41

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