BSL Medium Term Plan (Debt, Credit Opportunities)

Moderate
9 yrs 2 monthsStarted on:25 Mar 2009
₹ 11555.9 Cras on: 20 Apr 2018
Mid Term & Long Horizon
1.50%
Income Generation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The primary investment objective of the Scheme is to generate regular income through investments in debt & money market instruments in order to make regular dividend payments to unitholders. The Fund intends to optimise returns by keeping its portfolio duration between 1 year to 5 years. At anytime the maturity of the portfolio will be governed by the fund manager's perception of the interest rate scenario prevailing in the economy.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD1.88
1 Month0.60
3 Month1.49
1 YR6.95
2 YR8.07
3 YR8.64

SIP Returns

TenureReturns (CAGR)
1 YR5.67
2 YR6.95
3 YR7.88
5 YR8.89

Portfolio

Company Name% Assets
Sprit Textiles Pvt. Ltd. 30/04/20216.06
Adani Infra (India) Ltd. 11/04/20194.4
Adilink Infra & Multitrading Pvt. Ltd. 28/06/20193.48
Piramal Enterprises Ltd. 19/07/20193.37
SP Imperial Star Pvt. Ltd. 23/03/20223.35
Wadhawan Global Capital Pvt Ltd. 31/07/20202.88
Muthoot Infrastructure Pvt. Ltd. 27/06/20182.86
RKN Retail Pvt. Ltd. 30/04/2020 2.00%2.6
RKN Retail Pvt. Ltd. 30/04/20202.23
Adani Transmission Ltd. 15/04/2021 10.25%2.23

Top Sectoral Holdings

Sector Name% Assets
Construction0.41

Indicators

LabelValue
Standard Deviation1.86%
Beta1.7%
Sharpe Ratio2.27

Maneesh Dangi,Sunaina da Cunha

Mr. Dangi is an MBA and FRM.Ms. Cunha is a B.Com (H) and MBA from FMS, Delhi.
Prior to joining Birla Sun Life Asset Management Company he has worked with Pioneer Investcorp. Prior to joining Birla Sun Life Asset Management Company, she has worked with Aditya Birla Management Corporation Ltd.

Other Funds Managed by Maneesh Dangi,Sunaina da Cunha

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