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Aditya Birla Sun Life Short Term 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
Expense Ratio	0.38%
Min subscription	₹ 1,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 6,033
AMC AUM (in Crs.)	₹ 2,49,270
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Short Term Bond TR INR

Exit Load

No Exit load, if redeemed after 0 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Franklin India Short Term Income Plan - Direct Plan	5000	5000	10.4%
PGIM India Short Duration Fund - Direct Plan	1000	1000	4.88%
Baroda BNP Paribas Short Duration Fund - Direct Plan	0	0	5.25%
IDBI Short Term Bond - Direct Plan	1000	5000	7.23%
Indiabulls Short Term Fund - Direct Plan	1000	500	4.67%
Kotak Bond Fund Short Term Plan - Direct Plan	1000	1000	5.32%
ICICI Prudential Short Term Fund - Direct Plan	1000	1000	6.31%

Top 10 Holdings

Company	Holding Type	Asset(%)
7.38% Govt Stock 2027	Bond - Gov't Treasury	13
7.26% Govt Stock 2033	Bond - Gov't Treasury	9
7.06% Govt Stock 2028	Bond - Gov't Treasury	8
07.18 Goi 2033	Bond - Gov't Treasury	3
HDFC Bank Limited	Bond - Corporate Bond	2
7.17% Govt Stock 2030	Bond - Gov't Treasury	2
Embassy Office Parks Reit	Bond - Corporate Bond	2
Net Receivables / (Payables)	Cash	2
LIC Housing Finance Limited	Bond - Corporate Bond	2
07.18 Goi 2037	Bond - Gov't Treasury	2

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	48
Bond - Gov't Treasury	44
Bond - Asset Backed	3
Cash	2
Cash - Commercial Paper	2

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	48
Bond - Gov't Treasury	44
Bond - Asset Backed	3
Cash	2
Cash - Commercial Paper	2

Fund Manager

Kaustubh Gupta

8+ years of experience

Mohit Sharma

3+ 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