Birla Sun Life Govt. Securities Long Term (Debt, Short Term)

Moderate
18 yrs 8 monthsStarted on:28 Oct 1999
₹ 1274.59 Cras on: 25 May 2018
Short Term Horizon
1.18%
Income Generation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme aims to generate reasonable returns by investing in debt and money market securities that are issued by banks, public sector undertakings (PSUs) and public financial institutions (PFIs) in India.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD2.03
1 Month0.15
3 Month1.18
1 YR3.06
2 YR6.84
3 YR7.11

SIP Returns

TenureReturns (CAGR)
1 YR2.99
2 YR3.94
3 YR5.92
5 YR7.64
10 YR8.59

Portfolio

Company Name% Assets
National Bank For Agriculture & Rural Development 25/05/2020 7.07%7.84
Power Finance Corpn. Ltd. 20/01/2020 7.53%7.78
Indusind Bank Ltd. 17/12/20187.49
ICICI Bank Ltd. 11/03/20195.52
Export-Import Bank Of India 13/03/20195.52
LIC Housing Finance Ltd. 08/02/2019 8.65%5.51
Export-Import Bank Of India 22/01/2019 9.45%5.15
Small Industries Devp. Bank of India Ltd. 15/03/2019 8.04%3.93
National Bank For Agriculture & Rural Development 28/04/2020 7.14%3.92
Housing Development Finance Corpn. Ltd. 24/09/2018 7.21%3.91

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation5.18%
Beta3.11%
Sharpe Ratio0.09

Kaustubh Gupta

Mr. Gupta is a B.Com and a Chartered Accountant.
Prior to joining Birla Sun Life AMC he has worked with ICICI Bank.

Other Funds Managed by Kaustubh Gupta

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