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 Short-Term Bond Index |
| Expense Ratio | 0.23% |
| Min subscription | ₹ 1,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 15,270 |
| AMC AUM (in Crs.) | ₹ 2,49,270 |
| Min Addition Subscription | ₹ 1,000 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 8.65% | |
| 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(%) |
|---|---|---|
| Vodafone Mobile Services Limited | Bond - Corporate Bond | 5 |
| HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED | Cash - Commercial Paper | 4 |
| Rural Electrification Corporation Limited | Bond - Corporate Bond | 3 |
| Power Finance Corporation Ltd. | Bond - Corporate Bond | 3 |
| PNB Housing Finance Limited | Bond - Corporate Bond | 3 |
| LIC Housing Finance Limited | Bond - Corporate Bond | 2 |
| IndusInd Bank Limited | Cash - CD Time Deposit | 2 |
| Reliance Industries Limited | Bond - Corporate Bond | 2 |
| Rural Electrification Corporation Limited | Bond - Corporate Bond | 2 |
| Power Finance Corporation Ltd. | Bond - Corporate Bond | 2 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Corporate Bond | 58 |
| Cash - Commercial Paper | 20 |
| Cash - CD Time Deposit | 16 |
| Bond - Asset Backed | 4 |
| Cash | 1 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Corporate Bond | 58 |
| Cash - Commercial Paper | 20 |
| Cash - CD Time Deposit | 16 |
| Bond - Asset Backed | 4 |
| Cash | 1 |
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
Quick Links