Aditya Birla SL Short Term Opportunities (Debt, Debt Short Duration)

15 yrs 10 monthsStarted on:09 May 2003
₹ 3740.85 Cras on: 15 Feb 2019
Mid Term & Long Horizon
Income Generation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme seeks to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities.

Exit Load

Scheme Documents

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TenureReturns (CAGR)
1 Month0.23
3 Month2.20
1 YR6.84
2 YR6.47
3 YR7.81

SIP Returns

TenureReturns (CAGR)
1 YR7.74
2 YR6.49
3 YR6.62
5 YR7.53
10 YR8.64


Company Name% Assets
ONGC Petro Additions Ltd. 18/05/2020 7.68%6.61
Adani Properties Ltd. 27/04/20215.53
Indiabulls Housing Finance Ltd. 27/11/2019 4.00%4.16
Tata Motors Ltd. 20/10/2021 7.50%3.3
Power Finance Corpn. Ltd. 15/05/2020 7.05%3.29
LIC Housing Finance Ltd. 24/12/2020 8.80%3.21
Punjab National Bank 8.95%2.56
ICICI Bank Ltd. 10/01/20202.49
PNB Housing Finance Ltd. 15/09/2020 7.50%2.06
State Bank of India 01/09/20562.01

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation2.22%
Sharpe Ratio0.55

Maneesh Dangi,Kaustubh Gupta

Mr. Dangi is an MBA and FRM.Mr. Gupta is a B.Com and a Chartered Accountant.
Prior to joining Birla Sun Life Asset Management Company he has worked with Pioneer Investcorp. Prior to joining Birla Sun Life AMC he has worked with ICICI Bank.

Other Funds Managed by Maneesh Dangi,Kaustubh Gupta