Aditya Birla Sun Life Short Term Opportunities Fund - Direct Plan
The investment objective of the Scheme is to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities.
Suitability
This product is suitable for investors who are seeking
• income with capital growth over short to medium term
• investments in debt and money market instruments with short to medium term maturities across the credit spectrum within the investment grade
Fund Info
| Scheme Class | Debt |
| Scheme Category | Short Duration |
| Benchmark Type | Crisil Composite Bond Index |
| Expense Ratio | 0.43% |
| Min subscription | ₹ 1,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 3,131 |
| 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 |
|---|---|---|---|
| 5000 | 5000 | 8.45% | |
| 1000 | 1000 | 5.17% | |
| 0 | 0 | 8.55% | |
| 1000 | 5000 | 4.95% | |
| 1000 | 500 | 7.2% | |
| 1000 | 1000 | 8.0% | |
| 1000 | 1000 | 8.06% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| ADANI PROPERTIES PRIVATE LIMITED | Bond - Corporate Bond | 7 |
| 7.26% Govt Stock 2029 | Bond - Gov't Treasury | 4 |
| REC LIMITED | Bond - Corporate Bond | 4 |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT | Bond - Corporate Bond | 4 |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT | Bond - Corporate Bond | 3 |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA | Bond - Corporate Bond | 3 |
| ONGC Petro Additions Limited | Bond - Corporate Bond | 3 |
| Punjab National Bank | Bond - Corporate Bond | 3 |
| LIC Housing Finance Limited | Bond - Corporate Bond | 3 |
| State Bank Of India | Bond - Corporate Bond | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Corporate Bond | 87 |
| Bond - Gov't Treasury | 7 |
| Cash - Collateral | 2 |
| Bond - Asset Backed | 2 |
| Cash | 2 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Corporate Bond | 87 |
| Bond - Gov't Treasury | 7 |
| Cash - Collateral | 2 |
| Bond - Asset Backed | 2 |
| 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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