Aditya Birla Sun Life Low Duration 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 Type
Open-ended
Scheme Category
Low Duration
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 7933.98
Expense Ratio
0.38%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 100
Min Addition Subscription
₹ 100
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
REC LIMITED
Bond - Corporate Bond
4
ADANI PROPERTIES PRIVATE LIMITED
Bond - Corporate Bond
4
Edelweiss Finvest Private Limited
Bond - Corporate Bond
4
National Bank For Agriculture And Rural Development
Bond - Corporate Bond
3
POWER FINANCE CORPORATION LIMITED
Bond - Corporate Bond
3
POWER FINANCE CORPORATION LIMITED
Bond - Corporate Bond
3
INDIABULLS HOUSING FINANCE LIMITED
Cash - Commercial Paper
3
INDUSIND BANK LIMITED
Cash - CD Time Deposit
2
AXIS BANK LIMITED
Cash - CD Time Deposit
2
Clearing Corporation Of India Limited
Cash - Collateral
2
Asset Allocation(%)
Bond - Corporate Bond
63
Cash - CD Time Deposit
18
Cash - Commercial Paper
13
Bond - Asset Backed
4
Cash - Collateral
2
Sector Allocation(%)
Sector
Percent
Bond - Corporate Bond
63
Cash - CD Time Deposit
18
Cash - Commercial Paper
13
Bond - Asset Backed
4
Cash - Collateral
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.
Email
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
Birla Sun Life Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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