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.)
₹ 7876.37
Expense Ratio
0.38%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Low Duration |
| Benchmark Type | Crisil Short-Term Bond Index |
| Scheme AUM (in Crs.) | ₹ 7876.37 |
| Expense Ratio | 0.38% |
| Scheme Class | Debt |
| AMC AUM (in Crs.) | ₹ 249270 |
| Min Subscription | ₹ 500 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Tata Power Co. Ltd.
Debenture
6.60
ECL Finance Ltd.
Debenture
6.26
Adani Infra (India) Ltd.
Debenture
5.86
Indiabulls Infraestates Ltd.
SO
5.03
Edelweiss Finvest Pvt. Ltd.
Debenture
3.74
Power Finance Corpn. Ltd.
Debenture
3.12
Aasan Corporate Solutions Pvt. Ltd.
Debenture
2.52
Piramal Enterprises Ltd.
Debenture
2.40
Power Finance Corpn. Ltd.
Bonds/Deb
1.94
Shriram Transport Finance Co. Ltd.
Debenture
1.94
Asset Allocation(%)
Debenture
53.18
Bonds
5.28
Structured Obligation
5.24
Bonds/Debentures
5.08
Commercial Paper
11.81
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.
Launch Date
23 Dec 1994
Sponsor
NA
Email
care.mutualfunds@adityabirlacapital.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
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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