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

16 yrs 4 monthsStarted on:09 May 2003
₹ 3168.04 Cras on: 19 Aug 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

Similar Funds
Franklin India ST Income Ret Fund
Current NAV 4059.93
Return (CAGR) 8.31%
Value Research
Baroda Pioneer Short Term Bond Fund
Current NAV 20.57
Return (CAGR) 8.21%
Value Research
ICICI Pru Short Term Fund
Current NAV 40.05
Return (CAGR) 8.09%
Value Research
HDFC Short Term Debt Fund
Current NAV 21.41
Return (CAGR) 8.67%
Value Research
IDFC All Seasons Bond Fund
Current NAV 30.02
Return (CAGR) 7.64%
Value Research
Axis Short Term Fund
Current NAV 21.01
Return (CAGR) 8.06%
Value Research
Reliance Short Term Fund
Current NAV 36
Return (CAGR) 7.98%
Value Research
DSP Short Term Fund
Current NAV 32.62
Return (CAGR) 7.22%
Value Research
Principal Short Term Fund
Current NAV 30.54
Return (CAGR) 7.10%
Value Research


TenureReturns (CAGR)
1 Month0.43
3 Month3.18
1 YR9.44
2 YR6.80
3 YR7.21

SIP Returns

TenureReturns (CAGR)
1 YR10.14
2 YR8.4
3 YR7.58
5 YR7.9
10 YR8.8


Company Name% Assets
ONGC Petro Additions Ltd. 18/05/2020 7.68%7.88
Adani Properties Ltd. 27/04/20216.93
GOI 14/01/2029 7.26%3.86
National Bank For Agriculture & Rural Development 22/08/2022 8.15%3.82
Punjab National Bank 8.95%3.08
LIC Housing Finance Ltd. 20/06/2022 8.50%2.89
National Bank For Agriculture & Rural Development 8.50%2.77
Grand View Estates Pvt. Ltd. 07/06/2020 9.60%2.3
REC Ltd. 13/03/2022 8.35%2.24
Cholamandalam Investment & Finance Co. Ltd. 28/04/2020 11.00%2.08

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation2.2%
Sharpe Ratio0.54

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