Birla Sun Life Savings Fund (Debt, Ultra Short Term)

Moderately Low
15 yrs 2 monthsStarted on:16 Apr 2003
₹ 19752.87 Cras on: 25 May 2018
Short Term Horizon
Income Generation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme aims to generate regular income from a portfolio of debt and money market instruments, cash and cash equivalents.

Exit Load

Scheme Documents

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TenureReturns (CAGR)
1 Month0.25
3 Month1.53
1 YR6.62
2 YR7.54
3 YR8.02

SIP Returns

TenureReturns (CAGR)
1 YR5.99
2 YR6.77
3 YR7.4
5 YR8.09
10 YR8.48


Company Name% Assets
Tata Power Co. Ltd. 02/08/2019 7.70%6.57
Reliance Jio Infocomm Ltd. 31/07/2018 8.55%4.06
Vodafone Mobile Services Ltd. 10/07/2019 8.15%3.49
Export-Import Bank Of India 13/03/20192.73
Indusind Bank Ltd. 10/08/20182.48
Bharti Airtel Ltd. 329-D 24/01/20192.39
Housing Development Finance Corpn. Ltd. 282-D 20/12/20182.17
Power Finance Corpn. Ltd. 20/11/20192.14
Dewan Housing Finance Corpn. Ltd. 25/11/20181.9
Bharti Enterprises Holdings Pvt. Ltd 357-D 26/10/20181.9

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation0.84%
Sharpe Ratio1.57

Sunaina da Cunha,Kaustubh Gupta

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

Other Funds Managed by Sunaina da Cunha,Kaustubh Gupta

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