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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
Expense Ratio	0.34%
Min subscription	₹ 1,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 14,683
AMC AUM (in Crs.)	₹ 2,49,270
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Liquid Debt TR INR

Exit Load

No Exit load, if redeemed after 0 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
ICICI Prudential Ultra Short Term Fund - Direct Plan	1000	1000	5.58%
Kotak Savings Fund - Direct Plan	1000	1000	5.17%

Top 10 Holdings

Company	Holding Type	Asset(%)
Net Receivables / (Payables)	Cash	4
HDFC Bank Limited	Bond - Corporate Bond	4
Small Industries Development Bank Of India	Cash - Commercial Paper	3
182 DTB 21122023	Bond - Gov't Treasury	3
Small Industries Development Bank Of India	Cash - Commercial Paper	3
Tata Realty And Infrastructure Limited	Bond - Corporate Bond	2
Hindalco Industries Limited	Bond - Corporate Bond	2
Union Bank Of India	Cash - CD Time Deposit	2
Bharti Telecom Limited	Bond - Corporate Bond	2
182 DTB 07122023	Bond - Gov't Treasury	2

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	38
Cash - Commercial Paper	23
Cash - CD Time Deposit	18
Bond - Gov't Treasury	14
Cash	4

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	38
Cash - Commercial Paper	23
Cash - CD Time Deposit	18
Bond - Gov't Treasury	14
Cash	4

Fund Manager

Sunaina Cunha

9+ years of experience

Kaustubh Gupta

12+ years of experience

Monika Gandhi

2+ years of experience

Dhaval Joshi

0+ years of experience

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.

care.mutualfunds@adityabirlacapital.com

Phone

1800 22 7000

Address

Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road, Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m