Birla Sun Life MIP (Hybrid, Debt-oriented)

Moderate
17 yrs 7 monthsStarted on:20 Nov 2000
₹ 84.71 Cras on: 22 May 2018
Medium Horizon
2.21%
Capital Growth and Income

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme primarily seeks regular monthly income and also aims at capital growth with a predominant exposure to debt and money market instruments. The fund invests in a mix of high quality fixed income securities and a small portion in equities ( a maximum of 15%).

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month0.68
1 YR0.88
2 YR6.41
3 YR6.10

SIP Returns

TenureReturns (CAGR)
2 YR2.11
3 YR4.54
5 YR6.5
10 YR7.72

Portfolio

Company Name% Assets
GOI 08/01/2028 7.17%28.32
GOI 19/12/2022 6.84%17.07
GOI 17/09/2031 6.68%15.81
IL&FS Tamil Nadu Power Company Ltd. 16/03/2020 9.80%11.94
SD Corporation Pvt Ltd. 09/04/2020 9.75%10.45
Sterlite Power Grid Ventures Ltd. 15/04/2019 9.75%5.85
Jharkand Road Projects Implementation Co. Ltd. 20/04/2022 9.51%1.52
National Thermal Power Corp. Ltd. 25/03/2025 8.49%0.01

Top Sectoral Holdings

Sector Name% Assets
Financial6.09
Textiles2.3
Energy1.76
Automobile1.61
Healthcare0.76
Metals0.64
Services0.45
FMCG0.41
Chemicals0.36
Cons Durable0.32

Indicators

LabelValue
Portfolio turnover ratio808
Standard Deviation4.52%
Beta1.15%
Sharpe Ratio0.44

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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