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

Moderate
15 yrs 1 monthsStarted on:09 May 2003
₹ 5010.19 Cras on: 25 May 2018
Short Term Horizon
1.29%
Income Generation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The fund seeks to generate higher returns with greater stability from a portfolio of debt and money market instruments with relatively low levels of interest rate risk.

Exit Load

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Tenure

TenureReturns (CAGR)
YTD1.23
3 Month0.92
1 YR4.93
2 YR6.96
3 YR7.59

SIP Returns

TenureReturns (CAGR)
1 YR3.29
2 YR5
3 YR6.41
5 YR7.71
10 YR8.72

Portfolio

Company Name% Assets
ONGC Petro Additions Ltd. 18/05/2020 7.68%4.93
TMF Holdings Ltd. 12/03/20193.61
National Bank For Agriculture & Rural Development 08/06/2020 7.04%3.47
Power Finance Corpn. Ltd. 13/05/2019 7.95%3.29
Indiabulls Housing Finance Ltd. 27/11/2019 4.00%3.01
Tata Power Co. Ltd. 12/01/20232.99
Wadhawan Global Capital Pvt Ltd. 31/07/20202.98
Wadhawan Global Capital Pvt Ltd. 02/08/2022 13.40%2.98
Housing Development Finance Corpn. Ltd. 282-D 20/12/20182.85
GOI 11/06/2022 8.15%2.73

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation2.22%
Beta2.07%
Sharpe Ratio0.43

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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