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

Moderate
15 yrs 8 monthsStarted on:09 May 2003
₹ 3837.13 Cras on: 18 Dec 2018
Mid Term & Long Horizon
1.13%
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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Tenure

TenureReturns (CAGR)
YTD5.97
1 Month1.02
3 Month2.68
1 YR5.90
2 YR5.83
3 YR7.67

SIP Returns

TenureReturns (CAGR)
1 YR7.47
2 YR6.22
3 YR6.67
5 YR7.61
10 YR8.68

Portfolio

Company Name% Assets
ONGC Petro Additions Ltd. 18/05/2020 7.68%6.42
Adani Properties Ltd. 27/04/20215.27
Altico Capital India Pvt Ltd. 07/09/20214.55
GOI 08/01/2028 7.17%4.18
Indiabulls Housing Finance Ltd. 27/11/2019 4.00%4
Tata Motors Ltd. 20/10/2021 7.50%3.28
Power Finance Corpn. Ltd. 15/05/2020 7.05%3.19
National Bank For Agriculture & Rural Development 08/06/2020 7.04%2.6
Tata Realty and Infrastructure Ltd. 23/07/2019 9.25%2.6
Prestige Estates Projects Ltd. 180-D 13/01/20192.58

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation2.2%
Beta0.88%
Sharpe Ratio0.47

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

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