Birla Sun Life Floating Rate Fund Short Term Plan (Debt, Liquid)

12 yrs 7 monthsStarted on:10 Oct 2005
₹ 5737.89 Cras on: 20 Apr 2018
Short Term Horizon
Income Generation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme aims to generate regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments, it may also invest a portion of its net assets in fixed rate debt securities and money market instruments.

Exit Load

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TenureReturns (CAGR)
1 Month0.69
3 Month1.81
1 YR6.87
2 YR7.04
3 YR7.44

SIP Returns

TenureReturns (CAGR)
1 YR7
2 YR6.93
3 YR7.14
5 YR7.64
10 YR8.1


Company Name% Assets
HDFC Bank Ltd. 14/06/2018 7.05%6.97
Indiabulls Real Estate Ltd. 91-D 11/06/20186.85
Dena Bank 25/06/20185.15
Vijaya Bank 26/06/20185.15
Housing Development Finance Corpn. Ltd. 166-D 20/06/20184.72
Union Bank of India 14/06/2018 7.01%4.36
Talwandi Sabo Power Ltd. 88-D 08/06/20184.3
IIFL Wealth Finance Ltd. 88-D 08/06/20184.3
Dena Bank 26/06/20184.29
Tata Capital Financial Services Ltd. 27/04/2018 8.85%3.49

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation0.23%
Sharpe Ratio12.65

Kaustubh Gupta,Mohit Sharma

Mr. Gupta is a B.Com and a Chartered Accountant.Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
Prior to joining Birla Sun Life AMC he has worked with ICICI Bank.He has around 10 years of experience of which 7 years is in financial markets. He joined Birla Sun AMC in October 2015. Prior to joining Birla AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).

Other Funds Managed by Kaustubh Gupta,Mohit Sharma

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