Aditya Birla SLular Savings (Hybrid, Hybrid Conservative Hybri)

Moderately High
14 yrs 10 monthsStarted on:22 May 2004
₹ 2379.23 Cras on: 22 Feb 2019
Medium Horizon
1.81%
Capital Growth and Income

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month0.75
1 YR0.16
2 YR3.76
3 YR9.80

SIP Returns

TenureReturns (CAGR)
3 YR3.23
5 YR6.73
10 YR9.54

Portfolio

Company Name% Assets
Indiabulls Housing Finance Ltd. 21/03/2019 7.92%5.25
Kotak Mahindra Investments Ltd. 22/02/2019 7.99%4.2
Uttar Pradesh Power Corporation Ltd 20/10/2026 9.75%4.13
TMF Holdings Ltd. 12/03/20194.04
PNB Housing Finance Ltd. 18/10/2019 7.95%3.12
Indiabulls Housing Finance Ltd. 02/12/2019 4.00%2.72
Housing Development Finance Corpn. Ltd. 29/06/2020 1.50%2.17
SP Imperial Star Pvt. Ltd. 23/03/20222.15
Shriram Transport Finance Co. Ltd. 29/07/2019 8.80%2.09
HDB Financial Services Ltd. 12/06/2020 7.70%2.07

Top Sectoral Holdings

Sector Name% Assets
Financial12.01
Construction2.39
Cons Durable1.77
Services1.56
Healthcare1.35
Automobile1.34
Energy1.29
Engineering1.1
Metals1.04
Technology1.02

Indicators

LabelValue
Portfolio turnover ratio160
Standard Deviation7.06%
Beta1.27%
Sharpe Ratio0.36

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).