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 Class | Debt |
| Scheme Category | Ultra Short Duration |
| Benchmark Type | CRISIL Liquid Fund TR INR |
| Expense Ratio | 0.25% |
| Min subscription | ₹ 1,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 15,871 |
| AMC AUM (in Crs.) | ₹ 2,49,270 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 8.16% | |
| 1000 | 1000 | 7.28% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| IndusInd Bank Limited | Cash - CD Time Deposit | 4 |
| 8.39% RJ SDL Spl 2020 | Bond - Gov't Agency Debt | 3 |
| Steel Authority Of India Limited | Cash - Commercial Paper | 3 |
| Power Finance Corporation Ltd. | Bond - Corporate Bond | 3 |
| IndusInd Bank Limited | Cash - CD Time Deposit | 3 |
| Net Receivables / (Payables) | Cash | 3 |
| Rural Electrification Corporation Limited | Bond - Corporate Bond | 3 |
| Bharti Telecom Limited | Bond - Corporate Bond | 3 |
| Reliance Jio Infocomm Limited | Cash - Commercial Paper | 2 |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | 2 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Corporate Bond | 49 |
| Cash - Commercial Paper | 24 |
| Cash - CD Time Deposit | 16 |
| Bond - Asset Backed | 4 |
| Cash | 3 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Corporate Bond | 49 |
| Cash - Commercial Paper | 24 |
| Cash - CD Time Deposit | 16 |
| Bond - Asset Backed | 4 |
| Cash | 3 |
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.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m