Aditya BSL Low Duration Fund - Direct Plan

The objective of the scheme is to provide income which is consistent with a portfolio through investments in a basket of debt and money market instruments of short maturities with a view to provide reasonable returns.

Suitability

This product is suitable for investors who are seeking

• reasonable returns with convenience of liquidity over short term

• investments in a basket of debt and money market instruments of very short maturities

Fund Info

Scheme Class	Debt
Scheme Category	Low Duration
Benchmark Type	Crisil Short-Term Bond Index
Expense Ratio	0.38%
Min subscription	₹ 100

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 9,170
AMC AUM (in Crs.)	₹ 2,49,270
Min Addition Subscription	₹ 100

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
UTI - Treasury Advantage Fund - Direct Plan	10000	1000	3.36%
Franklin India Low Duration - Direct Plan	1000	1000	8.28%
Principal Low Duration Fund - Direct Plan	1000	1000	0.92%
Principal Low Duration Fund - Direct Plan	1000	1000	0.92%
Invesco India Treasury Advantage Fund - Direct Plan	1000	1000	7.77%
Franklin India Low Duration - Direct Plan	1000	1000	8.28%
Kotak Low Duration Fund - Direct Plan	1000	1000	8.31%
Kotak Low Duration Fund - Direct Plan	1000	1000	8.31%
Franklin India Low Duration - Direct Plan	1000	1000	8.28%

Top 10 Holdings

Company	Holding Type	Asset(%)
ADANI PROPERTIES PRIVATE LIMITED	Bond - Corporate Bond	4
ONGC Petro Additions Limited	Bond - Corporate Bond	3
REC LIMITED	Bond - Corporate Bond	3
INDUSIND BANK LIMITED	Cash - CD Time Deposit	3
AXIS BANK LIMITED	Cash - CD Time Deposit	3
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	2
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	2
POWER FINANCE CORPORATION LIMITED	Bond - Corporate Bond	2
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA	Cash - CD Time Deposit	2
Small Industries Development Bank Of India	Cash - CD Time Deposit	2

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	64
Cash - CD Time Deposit	19
Cash - Commercial Paper	11
Cash	2
Bond - Asset Backed	2

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	64
Cash - CD Time Deposit	19
Cash - Commercial Paper	11
Cash	2
Bond - Asset Backed	2

Birla Sun Life Mutual Fund

AUM

₹2,49,270 Cr

About

Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.##They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.##Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.

connect@birlasunlife.com

Phone

1800 22 7000

Address

One India Bulls Centre , Tower 1,,17th Floor, Jupiter Mill Compound,,841, Senapati Bapat Marg,,Elphinstone Road,, Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment Duration

Years

Months

Investment Amount

₹ 10000

Return Amount

₹ 4185

Return Rate

6 %

Duration

6y 0m

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