Aditya Birla Sun Life Savings Fund Direct Plan
The primary objective of the schemes is to generate regular income through investments in debt and money market instruments. Income maybe generated through the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio. The schemes will under normal market conditions, invest its net assets in fixed income securities, money market instruments, cash and cash equivalents.
Suitability
This product is suitable for investors who are seeking
• reasonable returns with convenience of liquidity over short term
• investments in debt and money market instruments
Fund Info
Scheme Type
Open-ended
Scheme Category
Ultra Short Duration
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 13667.43
Expense Ratio
0.23%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 1000
Min Addition Subscription
₹ 1000
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(%)
Vodafone Mobile Services Limited
Bond - Corporate Bond
6
ONGC Petro Additions Limited
Bond - Corporate Bond
3
PNB Housing Finance Limited
Bond - Corporate Bond
3
PIRAMAL CAPITAL & HOUSING FINANCE LIMITED
Cash - Commercial Paper
3
NRSS XXIX TRANSMISSION LIMITED
Bond - Corporate Bond
3
Shriram Transport Finance Company Limited
Bond - Corporate Bond
3
IndusInd Bank Limited
Cash - CD Time Deposit
2
Reliance Industries Limited
Bond - Corporate Bond
2
AXIS BANK LIMITED
Cash - CD Time Deposit
2
PIRAMAL CAPITAL & HOUSING FINANCE LIMITED
Cash - Commercial Paper
2
Asset Allocation(%)
Bond - Corporate Bond
64
Cash - Commercial Paper
18
Cash - CD Time Deposit
11
Bond - Asset Backed
4
Cash
2
Sector Allocation(%)
Sector
Percent
Bond - Corporate Bond
64
Cash - Commercial Paper
18
Cash - CD Time Deposit
11
Bond - Asset Backed
4
Cash
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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