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

Moderate
18 yrs 10 monthsStarted on:14 Jul 1999
₹ 253.54 Cras on: 20 Apr 2018
Medium Horizon
1.09%
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)
YTD1.70
1 Month0.55
3 Month1.43
1 YR7.77
2 YR8.91
3 YR8.12

SIP Returns

TenureReturns (CAGR)
1 YR6.16
2 YR7.14
3 YR8.06
5 YR9.26
10 YR9.26

Portfolio

Company Name% Assets
IDFC Bank Ltd. 25/04/201810
Reliance Jio Infocomm Ltd. 29/04/2019 8.10%9.91
Housing Development Finance Corpn. Ltd. 364-D 04/06/20189.75
High Point Properties Pvt. Ltd. 13/12/2018 10.05%7.52
SP Imperial Star Pvt. Ltd. 23/03/20227.04
SD Corporation Pvt Ltd. 09/04/2020 9.75%4.28
Sterlite Power Grid Ventures Ltd. 15/04/2019 10.40%3.94
JM Financial Credit Solutions Ltd. 91-D 18/06/20183.88
IRB InvIT Fund0.97
Power Finance Corpn. Ltd. 29/06/2021 9.61%0.29

Top Sectoral Holdings

Sector Name% Assets
Construction0.97

Indicators

LabelValue
Portfolio turnover ratio166
Standard Deviation4%
Beta1%
Sharpe Ratio0.88

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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