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 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.) | ₹ 7,934 |
| AMC AUM (in Crs.) | ₹ 2,49,270 |
| Min Addition Subscription | ₹ 100 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 10000 | 1000 | 3.5% | |
| 1000 | 1000 | 8.88% | |
| 1000 | 1000 | 1.21% | |
| 1000 | 1000 | 1.21% | |
| 1000 | 1000 | 7.81% | |
| 1000 | 1000 | 8.88% | |
| 1000 | 1000 | 8.41% | |
| 1000 | 1000 | 8.41% | |
| 1000 | 1000 | 10.96% | |
| 500 | 500 | 8.54% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 8.31% | |
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 11.29% | |
| 1000 | 1000 | 12.22% | |
| 1000 | 1000 | 9.57% |
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(%)
| Asset | Percent |
|---|---|
| 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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