Aditya Birla Sun Life Monthly Income (Hybrid, Debt-oriented)

Moderate
19 yrs 3 monthsStarted on:14 Jul 1999
₹ 251.77 Cras on: 01 Jun 2018
Medium Horizon
1.15%
Capital Growth and Income

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The fund seeks to generate regular income and long term capital growth through fixed income securities, money market instruments, cash and cash equivalents and a small exposure to the equity market.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD1.16
3 Month0.39
1 YR5.46
2 YR8.42
3 YR7.68

SIP Returns

TenureReturns (CAGR)
1 YR3.26
2 YR5.42
3 YR7.06
5 YR8.61
10 YR8.96

Portfolio

Company Name% Assets
Punjab State 14/03/2021 7.62%33.51
Punjab State 7.62%17.74
ONGC Petro Additions Ltd. 18/05/2020 7.68%9.81
SP Imperial Star Pvt. Ltd. 23/03/20227.01
Sterlite Power Grid Ventures Ltd. 15/04/2019 9.75%3.93
IRB InvIT Fund1.02
Power Finance Corpn. Ltd. 29/06/2021 9.61%0.29
Magnasound India Ltd0

Top Sectoral Holdings

Sector Name% Assets
Construction1.02

Indicators

LabelValue
Portfolio turnover ratio186
Standard Deviation3.98%
Beta0.99%
Sharpe Ratio0.26

Sunaina da Cunha

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

Other Funds Managed by Sunaina da Cunha

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