The scheme primarily seeks to generate regular income through a predominant exposure to debt and money market instruments. It also aims at capital growth through an equity exposure of maximum 25 per cent.
Uttar Pradesh Power Corporation Ltd 20/10/2026 9.75%
GOI 08/01/2028 7.17%
REC Ltd. 25/03/2029 8.30%
SP Imperial Star Pvt. Ltd. 23/03/2022
HDB Financial Services Ltd. 12/06/2020 7.70%
Fullerton India Credit Corporation Ltd. 15/03/2021 9.30%
Steel Authority Of India Ltd. 91-D 07/02/2020
GOI 16/04/2023 7.37%
Uttar Pradesh Power Corporation Ltd 20/01/2023 10.15%
Uttar Pradesh Power Corporation Ltd 19/01/2024 10.15%
Top Sectoral Holdings
Portfolio turnover ratio
Satyabrata Mohanty,Vineet Maloo,Pranay Sinha
Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA.Mr. Maloo is a Chartered Accountant.Mr. Sinha has done B.Tech in Aerospace Engg. from IIT Kharagpur and PGDM with Major in Finance from IIM Calcutta. He has been part of Birla group since last 17 years. He has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management (Equity & Debt), Trading and Credit Research functions. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Ltd & joined ABG as a management Trainee.Prior to joining Birla Sun Life AMC he has worked with Hindalco.Prior to joining BSLAMC , he has worked with BNP Paribas Bank (October 2010 - August,2014) , Morgan Stanley Investment Management Pvt. Ltd. (March 2008 - October 2010) and ICICI Prudential Asset Management Co. Ltd. ( October 2005 - March 2008).
Funds Performance By Satyabrata Mohanty,Vineet Maloo,Pranay Sinha