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

Moderately Low
21 yrs 3 monthsStarted on:03 Mar 1997
₹ 17329.9 Cras on: 25 May 2018
Short Term Horizon
0.35%
Income Generation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme aims to generate current income and capital appreciation from a portfolio that invests 100% in debt and money market securities.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD1.60
1 Month0.01
3 Month1.06
1 YR5.40
2 YR7.25
3 YR7.83

SIP Returns

TenureReturns (CAGR)
1 YR4.01
2 YR5.68
3 YR6.8
5 YR7.91
10 YR8.4

Portfolio

Company Name% Assets
ONGC Petro Additions Ltd. 18/05/2020 7.68%3.65
Reliance Jio Infocomm Ltd. 29/04/2019 8.10%2.79
Power Finance Corpn. Ltd. 15/04/2019 7.85%2.77
Vodafone Mobile Services Ltd. 10/07/2019 8.15%2
Indusind Bank Ltd. 17/12/20181.65
Rural Electrification Corpn. Ltd. 13/03/2020 7.59%1.57
Mahindra & Mahindra Financial Services Ltd. 13/12/2018 7.63%1.44
National Bank For Agriculture & Rural Development 08/06/2020 7.04%1.43
Tata Sons Ltd. 01/03/2020 7.90%1.43
Housing Development Finance Corpn. Ltd. 23/10/2018 8.25%1.41

Top Sectoral Holdings

Sector Name% Assets
Services1.09

Indicators

LabelValue
Standard Deviation1.5%
Beta1.09%
Sharpe Ratio0.79

Maneesh Dangi,Kaustubh Gupta

Mr. Dangi is an MBA and FRM.Mr. Gupta is a B.Com and a Chartered Accountant.
Prior to joining Birla Sun Life Asset Management Company he has worked with Pioneer Investcorp. Prior to joining Birla Sun Life AMC he has worked with ICICI Bank.

Other Funds Managed by Maneesh Dangi,Kaustubh Gupta

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