Aditya Birla SL Savings Fund (Debt, Debt Ultra Short Duration)

Moderately Low
17 yrs 12 monthsStarted on:27 Nov 2001
₹ 15840.22 Cras on: 15 Nov 2019
Mid Term & Long Horizon
Income Generation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme aims to generate regular income from a portfolio of debt and money market instruments, cash and cash equivalents.

Exit Load

Scheme Documents

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TenureReturns (CAGR)
1 Month0.61
3 Month1.98
1 YR8.99
2 YR7.93
3 YR7.73

SIP Returns

TenureReturns (CAGR)
1 YR8.68
2 YR8.51
3 YR8.1
5 YR8.14
10 YR8.61


Company Name% Assets
GOI 16/01/2020 8.19%7.11
GOI 21/01/2020 6.35%6.1
National Bank For Agriculture & Rural Development 31/01/2022 8.50%3.4
Power Finance Corpn. Ltd. 26/06/2020 7.42%2.96
REC Ltd. 13/03/2020 7.59%2.71
Bharti Telecom Ltd. 19/02/20202.54
Reliance Jio Infocomm Ltd. 36-D 20/11/20192.2
Power Finance Corpn. Ltd. 14/09/2020 8.20%1.96
Housing Development Finance Corpn. Ltd. 18/02/20201.94
Power Finance Corpn. Ltd. 24/07/2020 8.53%1.86

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation0.82%
Sharpe Ratio2.14

Sunaina da Cunha,Kaustubh Gupta

Ms. Cunha is a B.Com (H) and MBA from FMS, Delhi.Mr. Gupta is a B.Com and a Chartered Accountant.
Prior to joining Birla Sun Life Asset Management Company, she has worked with Aditya Birla Management Corporation Ltd.Prior to joining Birla Sun Life AMC he has worked with ICICI Bank.

Other Funds Managed by Sunaina da Cunha,Kaustubh Gupta