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

Low
13 yrs 3 monthsStarted on:10 Oct 2005
₹ 5911.37 Cras on: 18 Dec 2018
Mid Term & Long Horizon
0.27%
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)
YTD7.56
1 Month0.78
3 Month2.10
1 YR7.82
2 YR7.27
3 YR7.44

SIP Returns

TenureReturns (CAGR)
1 YR8.16
2 YR7.6
3 YR7.43
5 YR7.62
10 YR8.13

Portfolio

Company Name% Assets
Reliance Jio Infocomm Ltd. 133-D 04/01/20195.04
Indiabulls Housing Finance Ltd. 149-D 24/01/20195.01
Larsen & Toubro Ltd. 179-D 22/03/20194.96
Reliance Industries Ltd. 150-D 08/03/20194.15
Tata Power Co. Ltd. 116-D 05/03/20194.15
L&T Finance Ltd. 122-D 04/03/20194.14
L&T Infrastructure Finance Co. Ltd. 118-D 04/03/20194.14
Small Industries Devp. Bank of India Ltd. 29/11/20193.9
Hero FinCorp Ltd. 161-D 10/05/20193.25
HDB Financial Services Ltd. 179-D 24/05/20193.24

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation0.25%
Beta0.49%
Sharpe Ratio3.22

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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